Clouded Judgement

AUGUST 25, 2023

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. ” Benchmark Data The data shown below depicts how the Klaviyo data compares to the operating metrics of current public SaaS businesses.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

SaaStr

APRIL 6, 2025

Word clouds drive culture ownership – Rather than dictating culture from the top, Databricks creates alignment through visual exercises that give AEs direct ownership in defining team identity. By visualizing both perspectives in word clouds, the team could immediately see alignment gaps and opportunities.

Scale 205

Scale Sales Hiring Sales Outsourced Development 205

Practical Advice on SaaS marketing

JULY 1, 2020

Because they’re hosting the data in the cloud, they can see the vital information themselves. Benchmarks are useful Of course, SaaS vendors need to be very careful to share only aggregate data. In fact, they don’t even need to talk to their customers. They can’t be in the business of sharing private data of individual customers.

Benchmarks 161

Benchmarks SaaS Cloud Metrics 161

SaaStr

DECEMBER 14, 2023

HashiCorp __ Mary is a partner at Bessemer, where she primarily focuses on cloud software investments. She also developed Bessemer’s Cash Conversion Score and authors the annual Cloud 100 Benchmarks Reports. She serves as a board member or observer for Teleport, Netlify, Imply Data, LaunchDarkly, GetInsured, and Contractbook.

Venture Capital 285

Venture Capital Benchmarks Cloud compliance 285

SaaStr

APRIL 27, 2023

I was curious the other day how many of the recent Cloud and SaaS IPOs had founders that were equal co-founders from an equity perspective. Overall, I learned a lot from this exercise: Only 4 of the top recent Cloud/SaaS IPOs had equal or equal-ish co-founders in terms of equity. Some interesting benchmarks here for you to think about.

SaaS 322

SaaS Cloud Benchmarks Data 322

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. Commentary from the cloud providers seems to be that the major macro headwinds around optimizations and new deal scrutiny have started to abate.

Cloud 184

Cloud Software Benchmarks Retention 184

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

OCTOBER 3, 2024

Q2 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As you can see from the data below most cloud businesses beat the consensus estimates for Q2. net retention and CAC payback).

Cloud 167

Cloud Software Benchmarks Retention 167

Tom Tunguz

MARCH 2, 2024

This is a chart of many recent AI models’ performance according to a broadly accepted benchmark called MMLU. But pretty quickly, the infrastructure layer should commoditize, just as it did in the cloud where three vendors command 65% market share : Amazon Web Services, Azure, & Google Cloud Platform. 3/15/22 175 0.7

AI 249

AI Azure ChatGPT Benchmarks 249

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As you can see from the data below most cloud businesses beat the consensus estimates for Q4. net retention and CAC payback). This is quite interesting.

Cloud 167

Cloud Software Benchmarks Retention 167

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. I’ve looked at thousands of private companies, and over time have come up with benchmarks for best-in-class, good, and subpar net revenue retention.

Cloud 176

Cloud Software Benchmarks Retention 176

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Consistently Strong NRR — And Higher Than 2022 Crowdstrike has targeted a 120% NRR benchmark and it’s interesting to see how it’s fluctuated blow over the past 5+ years. 5 Interesting Learnings: #1.

Cybersecurity 296

Cybersecurity AWS Benchmarks Cloud 296

SaaStr

AUGUST 26, 2024

With so much change in SaaS, Cloud, and AI the past few years, it’s albeit become much harder to predict so many things — including how events will go. We’re so close now to the 2024 SaaStr Annual!! The 10th Annual!! But the good news is attendance for this year’s Annual is already running at 105% of last year !

Benchmarks 296

Benchmarks Finance Business Model Forecasting 296

Clouded Judgement

APRIL 4, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. RSC delivers a cloud native SaaS platform that detects, analyzes, and remediates data security risks and unauthorized user activities.

Benchmarks 120

Benchmarks Data Cybersecurity Cloud 120

Unbounce

APRIL 15, 2021

That’s where industry benchmarks come in—and that’s why we’re thrilled to bring you a fresh (and free) Conversion Benchmark Report for 2021. Introducing the 2021 Conversion Benchmark Report. Or how your uncle’s cybersecurity software converts against your great aunt’s cloud accounting platform. Quite a family you have.).

Benchmarks 145

Benchmarks Machine Learning Artificial Intelligence AI Search 145

Chaotic Flow

NOVEMBER 11, 2014

As many of you may know, Trish Bertuzzi and the folks over at the Bridge Group publish a lot of great stuff on Inside Sales strategy and operations, including inside sales compensation benchmarks, lead development rep best practices, outbound selling strategies, and on an on.

Benchmarks 125

Benchmarks Compensation Sales SaaS 125

Clouded Judgement

AUGUST 2, 2023

The post was a qualitative review of the IPO process, as well as a quantitative review benchmarking the key pieces of an IPO. The benchmarking was not a review of business metrics (I did some of that benchmarking in this post ), but rather IPO metrics.

Cloud 49

Cloud Marketing Banking Pricing 49

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As you can see from the data below most cloud businesses beat the consensus estimates for Q1. net retention and CAC payback).

Cloud 167

Cloud Software Benchmarks Scale 167

SaaStr

SEPTEMBER 19, 2019

I was curious the other day how many of the recent Cloud and SaaS IPOs had founders that were equal co-founders from an equity perspective. Overall, I learned a lot from this exercise: Only 3 of the top recent Cloud/SaaS IPOs had equal co-founders in terms of equity. Some interesting benchmarks here for you to think about.

SaaS 255

SaaS Cloud Benchmarks Development 255

SaaStr

FEBRUARY 20, 2021

Sign up here : #2. “State of the Cloud 2021 with Bessemer Venture Partners” This is the 5th time we’ve partnered with Bessemer on their annual State of the Cloud report. It’s always a crowd favorite!! Sign up here. #3.

Benchmarks 241

Benchmarks Cloud Enterprise Scaling 241

Clouded Judgement

DECEMBER 9, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. I went back and looked at the last ~50 software IPOs and benchmarked them across a number of metrics. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Can High Growth Businesses Become Profitable?

Cloud 130

Cloud Benchmarks Subscription Payment Features 130

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As you can see from the data below most cloud businesses beat the consensus estimates for Q3. net retention and CAC payback). This is quite interesting.

Cloud 130

Cloud Software Review Software Benchmarks 130

Tom Tunguz

SEPTEMBER 7, 2023

While benchmarks are often fraught with nuances, the consensus amongst testers is Nvidia is about 3x faster to run these models. This hybrid architecture will allow some usage when not connected to the Internet, but take advantage of a cloud when available. I wondered how slower Mac hardware is compared to Nvidia.

Machine Learning 217

Machine Learning Artificial Intelligence Cloud Benchmarks 217

Tom Tunguz

FEBRUARY 24, 2016

In particular, I benchmarked the revenue, growth rates and round size characteristics of these businesses at their Series A. Benchmarking Exceptional Series A SaaS Companies from Tomasz Tunguz. At SaaStr 2016 and SaaS Office Hours in New York , I shared an analysis of the fastest growing SaaS companies over the last 3 years.

Benchmarks 100

Benchmarks SaaS Pricing Investment 100

SaaStr

FEBRUARY 9, 2022

Bessemer was always a top-tier fund, for example, but over the past decade, has become one of the top Cloud investors there is. Getting Sequoia or Benchmark to lead your Series B or C is just as valuable for your brand as leading an earlier round. Also, importantly. you can also get that brand-name VC on your cap table later.

Branding 286

Branding Benchmarks Cloud Investment 286

Tom Tunguz

DECEMBER 16, 2021

We can benchmark them relative to their corporate value. 1] The base data is the basket of publicly traded cloud companies as of the date of writing. The profit and loss statement of a business records the quantum on the Selling & Marketing Expenses line. Until then, buidl and hodl. – Footnotes. [1]

Venture Capital 274

Venture Capital Blockchain Acquisition Benchmarks 274

SaaStr

MARCH 24, 2021

In his highly informative session, Tomasz Tunguz, the Managing Director at Redpoint Ventures, shares the essential benchmarks you need to track your company’s valuation and where to look to make improvements. It typically includes things like cloud computing costs, professional services, customer success, and licensing. #3

Metrics 276

Metrics Banking Benchmarks Investment 276

Sales Hacker

NOVEMBER 29, 2024

HG Insights has been writing market reports for years as the pioneer of tech adoption and market insights and is trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency. According to HighAlpha’s 2024 SaaS Benchmarks Report , 76% of founders are most concerned about go-to-market execution.

Investment 113

Investment Technical Review Development Team Review Scale 113

Chaotic Flow

APRIL 23, 2013

It was simple enough when SaaS was merely software applications pushed through a Web browser, but now we have to contend with the cloud, mobile and even social. Sharing, collaboration, crowdsourcing, and benchmarking offer unique differentiation over on-premise software in the SaaS business model.

Business Model 155

Business Model Outsourcing Services Business SaaS 155

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 113

Cloud Scale AWS Machine Learning 113

SaaStr

NOVEMBER 1, 2019

They have funding from some of the best in the business including the likes of Benchmark, Sequoia, Redpoint and Marc Benioff, just to name a few. About the episode: Dave Kellogg is the CEO @ Host Analytics, the leader in cloud-based enterprise performance management (EPM). Episode No.

Technical Review 207

Technical Review Development Team Review Software Review Scale 207

BetterCloud

JANUARY 3, 2025

SaaS vendor management is the comprehensive process of overseeing and managing relationships with third-party software vendors that provide cloud-based services to your organization. Software contract benchmarking : Ever wonder at renewal if youre paying the best price? So, what is SaaS vendor management?

Management 52

Management SaaS compliance Benchmarks 52

Unbounce

MAY 29, 2020

” That’s where industry benchmarks come in—and that’s why we’re thrilled to bring you a fresh (and free) new version of our Conversion Benchmark Report. . Benchmarks can energize your digital marketing strategy in three big ways: They’re a form of competitive intelligence. Introducing the 2020 Conversion Benchmark Report.

AI 145

AI Machine Learning Artificial Intelligence Benchmarks 145

SaaStr

DECEMBER 21, 2023

PST, Jamin Ball, Partner at Altimeter Capital and author of Clouded Judgement , took us through the current state of SaaS and what we should expect in 2024. At the same time, the 10-year benchmark rate has gone from 2.2% At Workshop Wednesday, held every Wednesday at 10 a.m. today, so the ten-year is up almost double.

SaaS 287

SaaS Software Metrics Revenue 287

Tom Tunguz

APRIL 2, 2017

18% of their customers run Cloudera software in the cloud, a surprisingly large number. Last week, the company filed their S-1 and revealed a massive business. Cloudera generated $261M in revenue, counts 500 clients and grows those accounts by 43% annually. Hortonworks is Cloudera’s chief competitor.

Benchmarks 100

Benchmarks Metrics Software Review Scale 100

Chart Mogul

OCTOBER 17, 2024

Intruder provides ongoing monitoring to find security weaknesses in networks, websites, APIs, and cloud setups. Using ChartMogul Benchmarks , Patrick and the rest of the leadership team saw the growth slowdown was affecting the entire SaaS industry, and could compare their performance to other similar startups. What is Intruder?

Payment Solutions 52

Payment Solutions Payment Methods Payment Features Payments 52

OPEXEngine

FEBRUARY 15, 2022

Cloud Operations and Platform Support. Benchmarking COGs Against the Bessemer Index. It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M. Professional Services. Customer Support. 3rd Party Fees. The Devil is in the Details .

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52