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State of the Cloud 2023 with Bessemer Venture Partners (Video + Podcast)

SaaStr

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 243
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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. 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.

Cloud 177
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A Look Back at Q3 '23 Public Cloud Software Earnings

Clouded Judgement

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 177
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State of the Cloud 2022: The Centaur Report With Bessemer Venture Partners (Pod 593 + Video)

SaaStr

In this informative SaaStr Annual session, Bessemer Partners Sameer Dholakia, Mary D’Onofrio, and Elliott Robinson present the State of Cloud report, a look at the latest in SaaS trends, predictions, and cloud economics. Cloud Stocks Impacted by Macro Environment. Reminder: Cloud Fundamentals Are Still Strong.

Cloud 233
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A Look Back at Q2 '23 Public Cloud Software Earnings

Clouded Judgement

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. We will see this show up in revenue figures in a quarter or two. Beating consensus revenue estimates is the first aspect of a successful quarter.

Cloud 169
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A Look Back at Q4 '22 Public Cloud Software Earnings

Clouded Judgement

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. Beating consensus revenue estimates is the first aspect of a successful quarter. net retention and CAC payback). .”

Cloud 161
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Samsara S-1: How 7 Key Benchmarks Stack Up

Tom Tunguz

Revenue, $M. Revenue Growth. -. in revenue in fiscal year 2020, to $432m in the first three quarters of fiscal 2022. Using a linear regression on current cloud valuations and a combination of key metrics, about 41-42x which implies about $28-$32b. Gross Margin. Sales Efficiency. -. Net Income Margin. Enterprise Customers.

CTO Hire 352