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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback).

Cloud 177
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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. Cost of Revenue Let’s start with your Cost of Revenue. This is a v2.0 The company grew their total spend from $390k/mo to $750k/mo during 2018.

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Building a Data Engineering Stack That Boosts Scalability

Chart Mogul

Analyze our performance and identify problem points Highlight the best performing lead sources Run sales forecasting Facilitate strategic decision-making Run our sales process and communicate with customers In addition, ChartMogul teams use various tools to manage go-t0-market functions, including Zendesk, Customer.io, and Livestorm.

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The Case Against Budgets, Forecasts, and Performance Targets

Outseta

By Geoff Roberts 15 min read Forecasts, budgets, and performance targets; these activities have long been seen by business people as critical activities in the operation of companies of almost any size. Simply put, activities like budgeting and forecasting are not compatible with self management.

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SaaS 2020 Planning: Global Market Trends

OPEXEngine

And Microsoft, now the largest SaaS vendor in the world, just beat analysts’ expectations announcing $33B in revenue in the first quarter of 2020 – and new guidance signaling continued growth for the rest of the fiscal year. Microsoft revenues represent 18% of the total market, followed by SalesForce at 11.5%

Trends 40
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11 Popular types of revenue models used today

ProfitWell

One of the most famous lines from Citizen Kane is, “It's no trick to make an awful lot of money, if that's all you want is to do is make a lot of money.” That’s never been truer for software businesses in particular than in the past 10-15 years, with the internet stimulating an explosion in the number of viable revenue models.

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SaaStr Podcasts for the Week with Domo and Gorgias — April 24, 2020

SaaStr

Prior to their IPO, Domo raised funding from the likes of Benchmark, Founders Fund, a16, Greylock and IVP to name a few. As for John, prior to Domo he served as vice president for strategy and business operations for Adobe’s Digital Experience business, driving more than $3 billion in annual revenue. billion in annual revenue.

Scale 214