Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. This has all resulted in the median stock price declining 5% YTD. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 177

Cloud Software Azure AWS 177

OPEXEngine

JUNE 11, 2020

At OPEXEngine, we pull apart the different nuances of each business model to make sure we are benchmarking companies correctly. The product is hosted by the vendor or a 3 rd party (like AWS). These investments by the vendor may fall into COGs (and affect gross margin) or into R&D or be allocated between the two.

SaaS Payments 52

SaaS Payments Payment Solutions Subscription Payment Features 52

OpenView Labs

FEBRUARY 2, 2021

With last year in the rearview mirror, we can look at OpenView’s 2020 Expansion SaaS Benchmarks Report to tell us how exactly COVID-19 impacted SaaS companies. More SaaS companies will move to usage-based pricing. In fact, seven of the nine recent software IPOs with the best net dollar retention have a usage-based pricing model.

Product Marketing 58

Product Marketing Trends Scale Marketing 58

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 100

Cloud Scale AWS Machine Learning 100

SaaStr

APRIL 24, 2020

Prior to their IPO, Domo raised funding from the likes of Benchmark, Founders Fund, a16, Greylock and IVP to name a few. And prior to their IPO, Domo raised funding from some of the best in the business including Benchmark, Founders Fund, Andreessen Horowitz, Greylock, and IVP, to name a few. Our CEO, of course, was there.

Scale 215

Scale Leadership Strategy Technology 215

OpenView Labs

JUNE 25, 2019

Benchmarking: CAC Payback Goals. In general, most people think of 12 months as a fantastic CAC payback and use this figure as their rule of thumb; however, it’s important to focus on peer benchmarks and not just rules of thumb. For example, perhaps your CAC payback is worse than peer benchmarks but your retention is best-in-class.

Scale 40

Scale Development Team Review Software Review Benchmarks 40

Hacking Revenue

FEBRUARY 26, 2016

There is more equality in opportunities, products are getting better and the prices are becoming more competitive and attractive to customers. “Your Brand Is The Single Most Important Investment You Can Make In Your Business” (Steve Forbes). Probably even more. It will communicate your attitude and personality. The Funnel.

Outsourcing Services 53

Outsourcing Services Branding Outsourced Development Scale 53