SaaStr

APRIL 3, 2021

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). Why does it matter?

Azure 203

Azure Headcount AWS Education 203

Clouded Judgement

MARCH 22, 2024

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. However, it’s also one of the most loosely used metrics, and is frequently misused. I created this subset to show companies where FCF is a relevant valuation metric.

AI 183

AI Revenue Cloud Technical Advisors 183

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? Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Sales Hiring AI Headcount 130

OpenView Labs

FEBRUARY 3, 2022

This metric represents how long it takes, in months, to pay off the costs of acquiring a given customer on a gross margin basis. AWS and other infrastructure providers have been using UBP for nearly a decade. These metrics are an indicator of product-market fit. Here’s what we learned: 1.

Headcount 73

Headcount SaaS Compensation Acquisition 73

Clouded Judgement

SEPTEMBER 19, 2023

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Iceberg is one ingredient in the fully packaged Tabular lakehouse.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

DECEMBER 22, 2021

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. Exclusion of transaction fees from metrics — added the ability to exclude transaction fees from your MRR and cash flow calculations.

Software Review 52

Software Review Systems Review Payment Features PayPal 52