Remove AWS Remove Investment Remove SMB
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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Horizon 1: Individual Creators & SMB & Internal Apps (2025-2027) TAM: $2-12B This represents the current market: (1) individuals and small teams who need functional software, but lack technical resources or budget for custom development, (2) internal tools for more sophisticated tech teams, and (3) prototyping and proof-of-concept.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. I consider >120% best in class for companies selling to SMBs (like Bill.com). Securities and Exchange Commission.

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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

800+ VCs Ready to Invest This year, were bringing together over 800 VCs and investors, making SaaStr Annual 2025 the ultimate place to pitch, connect, and secure funding. And we’ve got an AI Demo Stage running all day, every day this year, right in the heart of Annual. 100+ scale-ups and start-ups showing you how they do it!

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Best Applicant Tracking Systems for 2025

How To Buy Saas

Whether youre a startup , an SMB , or a global enterprise , the right ATS can streamline your recruitment process, save time, and help attract top talent in a competitive market. Its tailored more to SMB use cases. Just be ready to invest a little time in training your team on the systems nuances.

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GTM 128: The Death of Demos and Selling What Customers Actually Need with Fred Viet

Sales Hacker

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. Okay, let’s go on invest. And I remember at AWS, suddenly there’s no margin. They need to start building a repeatable product based on AWS.

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5 Tips for Successful Upmarket Expansion with Thoropass CRO and Head of Demand Gen

SaaStr

It could be a 6-month, 12-month, or multi-year venture, so you want the cash to invest in an upmarket strategy properly. Right now, you may have 3-4-stage sales processes that work for SMB customers. Once you do, invest and go hard after this market and grow the sales team to serve that upmarket customer. #3: Look at your team.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. Altimeter is an investment adviser registered with the U.S.

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