SaaStr

AUGUST 5, 2021

We all know times are good in SaaS and Cloud — but just how good? It really is almost everyone at SaaS that is at scale and has a winning brand. AWS accelerated to 37% YoY growth , up from 32% last quarter. Some public SaaS companies that are less competitive than they used to be (e.g., But the majority are.

SaaS 333

SaaS AWS Cloud Scaling 333

FastSpring

NOVEMBER 9, 2023

Looking to join SaaS founders and tech enthusiasts who are discussing the most innovative trends for SaaS companies? If so, join FastSpring at the SaaS North November 15-16th! Since 2016, SaaS North has been recognized as THE Canadian hub for rapidly-scaling SaaS founders and their teams.

Merchant Services 135

Merchant Services SaaS Payments Payment Methods Payment Services 135

SaaStr

DECEMBER 20, 2023

So we don’t know quite as much about Canva as we do SaaS companies that have IPO’d. They were $1.7B+ ARR in October , so let’s call it close to $2B at the end of the year, growing 40%+ at that scale –and profitable! (or The average public SaaS company has now gotten more efficient, to about $300k per employee.

AWS 261

AWS B2C AI Scaling 261

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 280

Scale SaaS Banking AWS 280

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But at scale, even the slightly less long version of the tail is where the money is. And if so, maybe that’s Digital Ocean. Churn Stable.

Scale 234

Scale AWS Azure Cloud 234

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. SaaS spend is still growing. All are still growing at very strong rates. But they are still growing.

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Azure AWS Cloud SaaS 212

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. They typically give them just enough to see if it will work, and the startup grows and scales to the next stage. SaaS and Cloud growth overall will remain strong.

Startup 317

Startup Venture Capital Azure AWS 317

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 213

AWS Scale Sales Hiring Marketing 213

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!

SaaS 337

SaaS Azure Cloud AWS 337

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 235

Scale AWS Scaling Enterprise 235

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Seat Contractions Have Brought NRR Down From 120% to 111% While 111% NRR is still quite an engine at this scale, the drop in NRR from seat contractions explains a good chunk of the headwinds Okta has seen. #2. AWS alone generated $175m of contract value for Okta, growing 130%.

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Fractional VPE Part-Time VPE Scale SMB 223

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Being Multi-Platform / Multi-Product Key at Scale A story we’ve seen many times. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. 5 Interesting Learnings: #1.

Cybersecurity 263

Cybersecurity AWS Benchmarks Cloud 263

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 310

Cloud Azure AWS Marketing 310

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. Will things get worse for SaaS products themselves on a day-to-day basis? And is buying of SaaS and Cloud products accelerating, decelerating, and/or flattening out?

Cloud 255

Cloud Azure AWS Engineering 255

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. Right now, 70% of the GenAI startups are using Google Cloud.

Cloud 244

Cloud Scale AWS AI 244

SaaStr

MARCH 31, 2022

This episode is an excerpt from a session at SaaStr Scale. And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. Rico Mallozzi, Sr.

Scale 206

Scale Marketplace as a Service Cloud SaaS Payments 206

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 213

Cloud spend optimization AWS Scale compliance 213

SaaStr

JANUARY 20, 2023

It will be the #1 place to talk SaaS, learn SaaS, and share SaaS learnings in APAC in 2023! We’ll have dozens and dozens of workshops, braindates, and much more! The post The Full SaaStr APAC Agenda for Feb 22-23 in Singapore is Here!

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AWS Cloud Trends Startup 250

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. The hyperscalers benefit from massive scale, distribution, trust and depth of customer relationships in ways no other software companies do. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

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. Call it ARR.

Merchant Services 359

Merchant Services SaaS Payments Payment Solutions Payment Services 359

SaaStr

MAY 21, 2022

The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. But let’s step back a bit … the damage hasn’t been even, and capital-efficient SaaS stocks in many cases have held up pretty well. The post Some SaaS Stocks Are Actually Still Doing Pretty Darn Well. They’re worth $2.7

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AWS SaaS Cloud Scale 223

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. Still, always helpful to see how any leader does free to paid at scale. And again a challenge to everyone in SaaS to go global. #4.

Scale 202

Scale AWS Scaling Revenue 202

SaaStr

AUGUST 4, 2021

3 days, more than 100+ sessions and 300 expert speakers, who will be sharing their best practices to help you scale faster, build smarter, and close more customers. From AWS to Vimeo: this year’s speaker lineup is packed with incredible speakers and content. Get a Front Row Seat to The Best in SaaS! Will you be there?

Scale 256

Scale AWS B2C SaaS 256

Baremetrics

OCTOBER 31, 2021

Changing how and where you host your product is one of the most challenging decisions for a SaaS company to. Changing how and where you host your product is one of the most challenging decisions for a saas company to make. None of us started a saas company to deal with server migrations. Are you growing and want to scale?

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

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. Staggering scale already.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

MAY 31, 2023

It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its revenue is consumption-based, at least in part. AWS is seeing this, and so is Snowflake. Not none, just less.

Headcount 207

Headcount Scale Sales Hiring AWS 207

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., It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Is Software Rebounding?

Cloud 177

Cloud Software Azure AWS 177

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. When should you scale?

Sales Hiring 196

Sales Hiring Scale Compensation Sales 196

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed.

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GCP(Google Cloud Platform) Azure AWS Enterprise readiness 197

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Ready to scale to $100+ million ARR?

Scale 98

Scale Pricing Scaling AWS 98

CloudGeometry

JANUARY 15, 2022

Before you shout “Digital Transformation” in a crowded marketplace, it’s important to recognize two foundational principles in developing a SaaS product plan. First: SaaS is a business strategy, not a technology strategy. Second (a corollary of the first): There is no one-size-fits-all SaaS architecture.

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Well Architected Framework DevOps as a Service AWS Traceability 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). Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable. Layer : application, platform, or infrastructure?

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Generative AI AI GCP(Google Cloud Platform) Startup 212

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? The power of recurring revenue and multi-year, long-term customers.

Cloud 214

Cloud Azure AWS Scale 214

CloudGeometry

MARCH 14, 2022

This seems easy, but it’s not, especially when you’re building a SaaS stack and don’t have the deep technical resources to compete with Apple, Facebook, or Google (you’ll get compared to them whether you like it or not). However, in SaaS, the leaders are those who understand that customer needs will always be evolving.

DevOps as a Service 130

DevOps as a Service Well Architected Framework SaaS AWS 130

The Angel VC

FEBRUARY 20, 2016

Call me when it scales.” Now let’s talk about SaaS. In the last few years I’ve come to the realization that Josh’s observation can also be applied to the SaaS world: Building a SaaS business with $1-2 million in ARR is not that hard and not that valuable. Let me rephrase that.

Scale 192

Scale Scaling SaaS AWS 192

SaaStr

DECEMBER 27, 2023

Customers range from AWS skills-builder platforms with billions of users to Zoom using it for customers and employees. Docebo was started and funded in 2005 and became a SaaS player in 2012. The bigger you scale, the harder this can be. Leadership injections as you scale are tricky. Let’s dive into it.

Sales Hiring 205

Sales Hiring Scale SMB Outsourced Development 205

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