article thumbnail

5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Nvidia, Google Cloud, Azure, etc. So far: Since October, closed 5,000 Agentforce deals, including more than 3,000 paid Salesforce says Agentforce has managed 380,000 conversations , with only 2% escalated to humans and an 84% resolution rate So far, at the public company level, it’s the infra players that are seeing the crazy growth.

Scale 200
article thumbnail

NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The Infrastructure Domination (2020-2025): Becoming Indispensable Market Cap Journey: $323B → $4T+ The AI boom didn’t just benefit NVIDIA—it made them the most critical infrastructure provider in the most important technology transition of our lifetime.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. Net new ARR added was down 28% from Q1 last year. Let’s get into some high level data.

Cloud 277
article thumbnail

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.

Scale 176
article thumbnail

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success.

article thumbnail

RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

It can be used for RAG by orchestrating calls to Azure Cognitive Search (a vector search service) and an LLM (like Azure OpenAI Service). For example, Vectara and Azure OpenAI with Cognitive Search allow you to send a query and get an LLM answer grounded in data youve indexed with them.

article thumbnail

SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

Building integrations with popular tools like Google Workspace, Slack, Microsoft Azure, or project management software enables your SaaS product to fit seamlessly into existing workflows. Your platform can’t (and shouldn’t) do everythingbut it should play well with others.