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5 Interesting Learnings from Okta at $2.5 Billion in ARR

SaaStr

They are overall benefitting here from the growth in Cloud and security budgets, even if smaller companies and startups and scaleups are struggling more. While many tech SMBs are struggling, finding the gems in the SMB base that can grow into large accounts is still critical. Their multi-million dollar contracts are 30%. #5.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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
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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. Jabari Norton. Crowdstrike.

Scale 203
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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

They did call out sequential growth in Confluent Cloud every quarter this year which was a big positive Still seeing elongated deal cycles and less expansion revenue The Bad AWS: Headwinds Getting Worse Their quarter ended in March, but on the earnings call they called out weakening growth in April.

Trends 130
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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

Before I joined the venture capital industry many years ago, I was a software developer, and I worked for a startup around the 2000 time period. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. I think it’s a really staggering stat.

Cloud 100
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Facebook Workplace’s Julien Codorniou on turning companies into communities

Intercom, Inc.

But as the college-dorm-room startup matures, there’s a fascinating twist to be found in the way it applies its new mission to Workplace, a B2B startup within the (former) startup. You really have to think of Workplace as a SaaS startup within Facebook. When Workplace became a real thing at Facebook, I was in London.

Scale 151
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What’s New at ZoomInfo with CEO Henry Schuck

SaaStr

So to serve both segments at the simultaneously, ZoomInfo has been rolling out a Product-led sales motion, that gives the ability for an SMB customer to sign up directly on their website for a free trial and grow into a paid customer, without ever having to talk to an sales rep or go through a demo process.

New CTO 255