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Gartner: Public Cloud Spending to Rise 20% Next Year to $500 Billion, SaaS to $200 Billion

SaaStr

They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend. Some of your customers in B2C and that are startups may be under pressure and cutting back. But overall — things are still growing like crazy in SaaS and Cloud. The latest is good news.

Cloud 358
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CB Insights: There Are ~15 SaaS/Cloud Private Decacorns, And 337 Unicorns

SaaStr

So just how many SaaS, Cloud, B2B/B2D pre-IPO unicorns are there really? I took out the B2C, hardware, and non-SaaS healthcare ones, etc. So how many of them are like us — SaaS, Cloud software, or fintech that is SaaS-y? I probably missed a few and included some I shouldn’t have.

Cloud 326
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5 Interesting Learnings from Duolingo at $360,000,000 in ARR

SaaStr

While the average Cloud stock has fallen almost 50% in 2022, Duolingo’s has stayed up, and is down just 10% in the past 6 months. The core product is very B2C, but the upgrade to paid has very SMB B2B metrics, and 80% of the revenue is subscription based. And in today’s market, that’s strong performance.

Scale 318
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5 Interesting Learnings from LinkedIn at $10 Billion in ARR

SaaStr

Because SaaS and Cloud are. Cloud is an awesome force. #4. A bit of a B2C metric I guess (members), but still a visceral example of making more money from your base. Marketers are spending a ton since the boom kicked off in Summer 2020. B2B market is on fire. Like we never saw in the past. Sessions were up 30%, Revenue 27%.

B2C 332
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Easy Cross Border Transactions With FastSpring as Your MoR

FastSpring

Extensive B2C and B2B Selling Features Sell in all the ways that customers want to buy. Our platform accommodates one-time purchases or recurring payments , subscription downloads and cloud-based offerings, trials with and without payments, and more.

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The Publicly Traded Company Worth 250x More in 10 Years

Tom Tunguz

Now, cloud companies, major B2B & B2C software companies’ appetite for GPUs has put the Data Center segment on a hypergrowth trajectory. Then gamers, at home during Covid, frenzy-fed for newer GPUs to render beautiful games. Since then, revenue has plateaued because gaming revenue halved. AI has replaced that demand.

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5 Interesting Learnings from Workday at $6 Billion in ARR

SaaStr

That’s pretty efficient, higher than the $250k we often see for scaling SaaS companies, although not the crazy high efficiency we see in some B2C and other companies. Another Cloud leader standardizing on Dublin as their EMEA HQ. #8. 16,000 employees, so about $375,000 in revenue per employee. 75% of revenue in the U.S.

B2C 306