article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.

AI 183
article thumbnail

AI Reaccelerating Cloud Growth

Tom Tunguz

This growth is fueled by AI workloads. ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” “In Azure, we expect revenue growth to be 26% to 27% in constant currency with an increasing contribution from AI.

AI Search 300
Insiders

Sign Up for our Newsletter

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

article thumbnail

AI Day is Coming Digitally to SaaStr on March 27 2024!

SaaStr

Building off the popularity of our AI Day at last September’s SaaStr Annual , we’re bringing it back online this March on Wednesday, March 27th for a completely live, digital event that will bring the global SaaStr community together with the brightest innovators in Artificial Intelligence for a day of digital content.

AI 212
article thumbnail

Standard Issue AI

Tom Tunguz

“For some companies, [AI is] going to be standard issue like a PC.” Microsoft’s document database, Cosmos, grew 42% annually, driven by AI. “Cosmos DB is the go-to database to build AI-powered apps at any scale… Cosmos DB data transactions increased 42% year-over-year.”

AI 202
article thumbnail

Marketing-Led COVID-19 Growth Strategies: 2022 and Beyond

This is your chance to create unprecedented brand awareness, bring in the best leads sales has ever seen, and play an instrumental role in generating new and existing business revenue. Prepare your organization for automation with AI. You’ll learn the best growth strategies to: Get your sales and marketing teams aligned.

article thumbnail

How to Navigate the Shift to Generative AI with PagerDuty’s CEO Jennifer Tejada

SaaStr

As the kickoff to our first fully digital SaaStr AI Day, Jennifer Tejada , the CEO of PagerDuty, chatted with Jason Lemkin, SaaStr CEO and Founder, about navigating the shift to Generative AI and what Artificial Intelligence in SaaS might look like in the next 6 months, as well as years to come. How to Buck Up and Go Long in SaaS?

article thumbnail

The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

Tom Tunguz

Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders). Revenue per employee spans approximately $200k-$900k.

article thumbnail

The Executive Guide to Generative AI

Generative AI is taking the world by storm, but the questions that all CEOs, data leaders, and AI leaders are being asked are: What are we going to do about it, and what is our plan? The business and creative possibilities are practically limitless with generative AI.

article thumbnail

ABM Evolution: How Top Marketers Are Using Account-Based Strategies

According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. In times of economic uncertainty, account-based strategies are essential. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.