SaaStr

FEBRUARY 5, 2022

Why Customer Success and Product Should be Best Friends: Lessons Learned with AWS’ Head of Customer Success Harini Gokul. In this session, Harini will discuss the optimal engagement model for the product , services, and customer success teams in the SaaS world to deliver value and innovation to your customers.

AWS 214

AWS Customer Success Scale Sales Hiring 214

SaaStr

NOVEMBER 17, 2023

So one thing that has exploded in SaaS in the past decade is the role of Private Equity buying both public SaaS companies (to take them private, “fix” some metrics, and IPO or sell them again), and generally later-stage private SaaS companies. They are generally looking for good but not great deals.

AWS 238

AWS SaaS Pricing Acquisition 238

SaaStr

NOVEMBER 8, 2022

You know what’s back in fashion today in SaaS? And that’s a lot rarer in SaaS. But so many SaaS leaders aren’t really profitable at $1B ARR even, Why not? And it’s not just public SaaS companies that are often struggling to get profitable. I’m an investor in maybe 30 SaaS startups. So is SaaS cursed?

Scale 279

Scale SaaS Banking AWS 279

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. The promise of SaaS is that growth in the early years leads to profits in the mature years. ” Full quote below: “We're seeing a few trends right now. Top 5 Median: 17.5x

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital.

Startup 300

Startup Venture Capital Azure AWS 300

SaaStr

MAY 6, 2022

So the public markets are in tumult. Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ This is just starting to roll through the private markets and is going to make a bumpy rest of the year. The argument here is that SaaS even in 2018 was overvalued.

SaaS 325

SaaS Azure Cloud AWS 325

SaaStr

MAY 21, 2022

Sprout Social IPO’d in Dec 2019 at an $800m market cap. years later, in a market down 50% …. The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders.

AWS 208

AWS SaaS Cloud Scale 208

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Follow along to stay up to date! Top 5 Median: 17.2x

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. And yet … the stock markets have plummeted. But only up to a point.

AWS 299

AWS Venture Capital Azure Cloud 299

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld.

Cloud 228

Cloud Scale AWS AI 228

SaaStr

FEBRUARY 2, 2023

We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. Pepper is a powerful content marketing platform that helps you create high-quality content at speed and scale.

Cloud spend optimization 196

Cloud spend optimization AWS Scale compliance 196

SaaStr

DECEMBER 20, 2023

So we don’t know quite as much about Canva as we do SaaS companies that have IPO’d. Canva hasn’t seen any “macro impacts” to revenue growth, nor have a number of other SaaS leaders that sell in large part outside of tech. #2. But the very, very best in SaaS? That’s awfully impressive.

AWS 244

AWS B2C AI Scaling 244

SaaStr

APRIL 21, 2023

Now, he has five more marketing strategies that are sure to generate more leads if done right. If you aren’t spending money on marketing, it’s time to step it up. Most SaaS companies don’t spend enough on marketing, and that’s a mistake best avoided. When Lemkin started SaaStr, he was never sure if it was worth it.

Outsourcing Services 188

Outsourcing Services Scale Outsourced Development Marketing 188

SaaStr

APRIL 2, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: It’s Now Year 2 of the Venture Downturn Clawbacks and Tracking-to-Cash: Two Sales Management Tools to Be Thoughtful With 8 Things That Are Just Harder in SaaS Now Tier 1 VC is Great. But More Money May Be Even Better. Top Podcasts This Week: 1.

Scale 221

Scale AWS Scaling Enterprise 221

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., The first few months of this year felt like a lot of churning in the market. FCF Margin FCF is an important metric to evaluate in SaaS businesses. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

NOVEMBER 15, 2023

It’s market cap is almost $50 Billion. Ok times are tough for many out there But not Crowdstrike: – Almost $3B in ARR – Growing 37% (!) – 26% Free Cash Flow – 125% NRR – $48B Market Cap — Up 94.58% this year (!) Even in a time of odd uncertainty in Cloud and SaaS. Security remains hot.

Cybersecurity 247

Cybersecurity AWS Benchmarks Cloud 247

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Salesforce and Marc Benioff at first said the core market, security identity, was too small of a market. But like many SaaS and Cloud leaders today, the bigger ones are still growing faster. AWS alone generated $175m of contract value for Okta, growing 130%.

Fractional VPE 206

Fractional VPE Part-Time VPE Scale SMB 206

SaaStr

DECEMBER 7, 2020

Ok the Best But Craziest Year Ever for SaaS isn’t quite over, but as it drives to a conclusion, we thought it would be worth looking back at top posts you may have missed in 2020. “The Era of the SaaS Decacorn is Here” That’s for sure. The Era of the SaaS Decacorn is Here. What a crazy year for Cloud.

Venture Capital 317

Venture Capital Sales Hiring AWS Cloud 317

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. All eyes shifted to the AWS report on Thursday.

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

APRIL 24, 2021

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. But like “Cloud” and “SaaS”, its definitely has evolved. But like “Cloud” and “SaaS”, its definitely has evolved. And 162% NRR.

Merchant Services 356

Merchant Services SaaS Payments Payment Solutions Payment Services 356

SaaStr

AUGUST 4, 2021

From AWS to Vimeo: this year’s speaker lineup is packed with incredible speakers and content. Get your ticket now and get a front row seat to the best speakers in SaaS. A Marketer’s Playbook for Building a Sustainable Growth Strategy with Datadog’s CMO Alex Rosemblat. Get a Front Row Seat to The Best in SaaS!

Scale 256

Scale AWS B2C SaaS 256

SaaStr

JUNE 28, 2023

So there was a quiet SaaS IPO you may have missed in the craziness of 2021 — SEMRush, a tool your marketing department quite likely uses to keep track of the performance of your SEO and marketing site. It’s tough out there in the public markets, folks. It’s tough out there in the public markets, folks.

Scale 186

Scale AWS Scaling Revenue 186

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. The promise of SaaS is that growth in the early years leads to profits in the mature years. Tailwind of new workloads starting to overtake headwinds of optimizations.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

CloudGeometry

MARCH 22, 2022

When developing a SaaS product plan, it’s important to recognize two foundational principles. First, SaaS is a business strategy, not a technology strategy. Second, there is no one-size-fits-all SaaS architecture (the second principle is a corollary of the first).

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.

GCP(Google Cloud Platform) 158

GCP(Google Cloud Platform) Azure AWS SaaS 158

SaaStr

AUGUST 19, 2023

Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!!

VP of Engineering 203

VP of Engineering AWS AI Engineering 203

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Market : how to compete with incumbents? Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable.

Generative AI 211

Generative AI AI GCP(Google Cloud Platform) Startup 211

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. Gartner: SaaS Spend In the Enterprise Will Grow 17% to $195 Billion in 2023. When You Fall Out of Product-Market Fit.

Sales Recruiting 213

Sales Recruiting AWS Compensation Enterprise 213

SaaStr

NOVEMBER 24, 2021

The SaaS sales model seems so well-established, as hundreds of founders build their businesses and raise funding. Mark Roberge, Founder of Stage 2 Capital and Senior Lecturer at Harvard Business School, shares insights from his years of experience into common SaaS sales missteps and how you can avoid them. Copy your entire product.

Sales Hiring 181

Sales Hiring Scale Compensation Sales 181

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

FastSpring

FEBRUARY 22, 2024

Join us at the Moscone Center in San Francisco from March 18-22nd, for an extraordinary event dedicated to continually defining market innovations and providing insight into the future of games. Some key features of GDC include: The market-defining conference has a comprehensive selection of lectures, panels, and roundtable discussions.

Merchant Services 156

Merchant Services Development Payment Services SaaS Payments 156

User Pilot

MAY 10, 2023

Artificial intelligence is revolutionizing our everyday lives, and marketing is no different, with several examples of AI in marketing today. Marketers are now making AI an integral part of their marketing strategies. This article examines what artificial intelligence in marketing looks like today.

Artificial Intelligence 90

Artificial Intelligence AI Search AI Machine Learning 90

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. The promise of SaaS is that growth in the early years leads to profits in the mature years. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130