Remove AI Remove Azure Remove Blog
article thumbnail

5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Perhaps most importantly, Salesforce has leaned deeply into AI … and while the usage is impressive, so far it hasn’t materially changed growth. Nvidia, Google Cloud, Azure, etc. Salesforce May Be Hiring 1,000+ Reps To Sell AI, But Overall Sales & Marketing Spend is down From 32% of revenue a year ago to 30% today.

Scale 184
article thumbnail

5 Interesting Learnings from C3.ai at $200,000,000 in ARR

SaaStr

ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. ai, that somewhat mysteriously does “Enterprise AI” It IPO’d to now a $5 Billion valuation and is now at $200m+ in ARR, growing at 29%.

AI 56
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 278
article thumbnail

MongoDB, Elastic, Okta: Things Are Tough Out There; Monday, CrowdStrike, Shopify: Not So Fast

SaaStr

There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. Overall, SaaS leaders tied to non-tech buyers or tied to AI are still growing at epic rates. So is it a downturn in SaaS or Cloud — or not?

Azure 321
article thumbnail

58% of You Say Sales Cycles Are Even Longer in 2024

SaaStr

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. So not everyone is seeing tougher times these days. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well.

Azure 294
article thumbnail

5 Interesting Learnings from Microsoft at $260 Billion in ARR

SaaStr

Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) 60,000 AI-on-Azure Customers, and Accelerating — Up a Stunning 60% Year-over-Year We all sort of knew this, but helpful to see the numbers here. #3. But the Cloud and AI side of Microsoft?

Azure 221
article thumbnail

How Your Sales Team Can Use PLG to Acquire and Expand New Customers Faster with Uday Chakravarth, Former Head of PLG at Atlassian 

SaaStr

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. Leverage AI to assist sales. Whichever you choose will be a strategic decision.

Scale 292