Tom Tunguz
NOVEMBER 28, 2017
Above, I’ve charted the headcount growth rate for 10 of the fastest growing software companies in recent history. I’ve normalized the years for when all the businesses were roughly at the same headcount - fewer than 50 people. This is a proxy for when the business established product market fit.
SaaStr
MAY 31, 2023
AWS is seeing this, and so is Snowflake. Everyone is basically doing more with not much more headcount (see next point). #4. Growing Headcount, But Much More Slowly That Revenue. Headcount is up 29% year-over-year, but revenue is up 50%. Not none, just less. Growing remains jaw-dropping at 50% at $2.4
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SaaStr
APRIL 3, 2021
DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). That’s a big, big gap. But BigCommerce is still worth a very impressive $4B. More here. #2. But it’s still worth billions, in a very large market. #3.
Clouded Judgement
MARCH 22, 2024
This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. .” Let’s look at consumption revenue - this is also not technically recurring! Do you have ARR or ERR?
Clouded Judgement
MARCH 31, 2023
The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. If we believe that AI will ultimately allow us to do “more with less,” we may see headcount growth slow for traditional roles. What do I mean by this?
SaaStr
JUNE 4, 2022
Enough to pay some salaries and AWS bills, but it’s not that much. You start making up for it in volume — with headcount. Yes, you now know how to make customers successful and happy now. But it is so slow. You have 2,000 customers now. But at $10/mo, that’s still just $20,000 a month.
Intercom, Inc.
AUGUST 30, 2022
This is especially important for small teams, where you need to operate at a scale far beyond your headcount (without burning out your team by working around the clock). Using Brex also saves time for your finance team (or, depending on headcount, your finance person ??) AWS – Cloud computing. Apply now.
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