SaaStr

NOVEMBER 4, 2021

The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. What Is The SaaS “Rule of 40”?

SaaS 255

SaaS Technical Review Benchmarks Azure 255

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

SaaStr

JANUARY 25, 2023

Enterprises run on ServiceNow. #3. That’s pretty efficient for SaaS. #5. But many in SaaS are seeing tougher times in Europe than North America. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. No downturn or macro effects here, not yet, at least. to $4m ACV. #4.

Azure 248

Azure Cloud Enterprise Subscription 248

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 148

GCP(Google Cloud Platform) Azure Data Startup 148

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

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. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag. Even a DCF is riddled with long term assumptions.

Cloud 161

Cloud Azure AWS Software Review 161

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

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. Another great challenge to the idea growth has to always slow in Cloud and SaaS.

Azure 204

Azure AWS SMB Cloud 204

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?

Generative AI 218

Generative AI AI GCP(Google Cloud Platform) Startup 218

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1). Overall Stats: Overall Median: 5.2x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. The promise of SaaS is that growth in the early years leads to profits in the mature years. Then Q2 came in at 12% (must have seen improvements throughout the quarter). Top 5 Median: 16.1x

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that companies love.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 183

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). The promise of SaaS is that growth in the early years leads to profits in the mature years.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

JANUARY 27, 2023

Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Lots to unpack, I’ll hit on a couple of my favorite topics from this week below.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. G2 track, their proprietary SaaS spend management platform. This includes data from companies on how they utilize SaaS and their spending. Is this software easy to use?

Software Review 187

Software Review Software Azure Cloud 187

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. The promise of SaaS is that growth in the early years leads to profits in the mature years. Q1 Earnings Season We’re on the eve of Q1 earning season. Top 5 Median: 12.9x

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Top 5 Median: 14.4x

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. AWS’s marketplace has seen 1.5

Scale 191

Scale Marketplace as a Service Cloud SaaS Payments 191

SaaStr

AUGUST 27, 2019

But enterprise buying went on a tear. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. There were dips in 2016 and otherwise. It’s still accelerating.

Cloud 132

Cloud Azure AWS Enterprise 132

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. The survey is based on responses from 600 SaaS companies. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing SaaS 52

User Pilot

FEBRUARY 6, 2023

For example, when analyzing your historical data, you may notice that your enterprise customers have a pattern of churning after onboarding. You can assume that your onboarding experience is not tailored to their enterprise-specific needs. That way, you can enhance your decision-making when improving your product.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

User Pilot

JULY 18, 2023

Customization – so that you can set it up for the unique requirements of your SaaS operation. offers 3 plans: Essential – from $39/user/month Pro – from $89/user/month Enterprise – custom pricing G2 review 4.5/5 user/month Enterprise – custom pricing G2 review 4.3/5 user/month Business – $24.99/user/month

Software Review 98

Software Review Software Management Azure 98

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. The promise of SaaS is that growth in the early years leads to profits in the mature years. This means we got commentary for the first time on May trends. Overall Stats: Overall Median: 5.5x

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Clouded Judgement

FEBRUARY 3, 2023

In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. The promise of SaaS is that growth in the early years leads to profits in the mature years. Lots of deceleration in growth. Overall Stats: Overall Median: 6.5x

Cloud 130

Cloud Azure AWS Generative AI 130

Audacix

SEPTEMBER 20, 2022

When you should conduct SaaS pentests / mobile app pentests to solidify your security posture. How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. Would that be helpful?

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). But for now, these are my views Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

FEBRUARY 17, 2023

As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December. The promise of SaaS is that growth in the early years leads to profits in the mature years. However, they guided for 2023 and called for 23-24% growth. Top 5 Median: 11.6x

Cloud 130

Cloud Azure Revenue Subscription 130

Neil Patel

JANUARY 25, 2021

Zoho Analytics offers four online service plans: Basic : $22 per month Standard : $45 per month Premium : $112 per month Enterprise : $445 per month. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Apache Spark is completely free.

Data Analysis 128

Data Analysis Software Data Scale 128

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Technology 52

Technology Pricing Payment Features Subscription 52

Audacix

JULY 28, 2022

Combine the above overarching statistic with these 10 cybersecurity questions that enterprise clients consider when evaluating cloud service providers, you'll quickly realise that you've found the illuminated runway that leads to your cloud sales goals. What are web application security controls?

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

SmartKarrot

SEPTEMBER 15, 2022

SaaS (Software as a Service) solutions have revolutionized how businesses and enterprises interact with computing platforms. SaaS is broad in its range of applications, allowing users a lot of freedom and control over how they evaluate their software. But not every SaaS solution is created equivalent. contact-form-7].

Scale 10

Scale Cloud Enterprise Scaling 10