SaaStr

OCTOBER 11, 2024

Every year, Bessemer Venture Partners releases a State of the Cloud report. This year, it’s all about AI, which is why Sameer Dholakia, Partner at Bessemer, calls it the Cloud AI Era. Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. Like we’re all here at SaaStr in Cloud.

Cloud 167

Cloud AI Artificial Intelligence Healthcare 167

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. Subscribe now Share Clouded Judgement Leave a comment

Cloud 188

Cloud Payment Features Subscription Pricing 188

Clouded Judgement

JULY 11, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to pay back its fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! That is my two cents.

Cloud 144

Cloud Marketing Scale AI 144

Clouded Judgement

JUNE 27, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. I used to believe pretty strongly in not overcapitalizing your business too early. If you’re building a steady, profitable SaaS business, none of this may apply. Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud Sales Hiring Scale Investment 157

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

JUNE 20, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 157

Cloud AI Headcount Pricing 157

Clouded Judgement

JUNE 13, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real fear among incumbents that they’ll get reduced to dumb databases as the software stack shifts from cloud apps to agents. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 144

Cloud Data AI Investment 144

SaaStr

OCTOBER 24, 2023

And yet, overall Cloud spend continues to grow to record levels. Their Cloud business is on fire. SAP expects to close the year out with their Cloud and SaaS businesses at a $15 Billion run-rate. And even at that scale, Cloud sales are growing a stunning 16% (!). Salesforce is back to aggressive hiring.

Cloud 284

Cloud Sales Hiring Scale Business 284

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 157

Cloud Forecasting Payment Features Subscription 157

Clouded Judgement

JUNE 6, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This “misuse of ARR” trend has accelerated in the age of AI, as business models have evolved (into more usage/success-based vs. seat-based), and everyone is tinkering with new AI products. Follow along to stay up to date! ” Pilots.

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

FEBRUARY 22, 2021

We did a deep dive on Google Cloud’s incredible numbers the other day here but there was one point in particular it’s worth doing a deep dive on. The point is that as crazy as SaaS and Cloud seems today, Google itself says we’re on our way to $1T+ in Cloud revenue by 2026/2027, and that things will triple by then.

Cloud 363

Cloud Revenue Product Marketing SaaS 363

Tom Tunguz

MARCH 13, 2025

It’s not to say software spending is slowing (it’s not), or that there aren’t fast-growing businesses (they thrive in the private markets). The top quartile companies are growing at slower rates today than the bottom quartile companies in 2016. The median has never been lower in the last ten years.

Software 173

Software Cloud SaaS Marketing 173

Tom Tunguz

APRIL 30, 2024

Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. “Moving to AWS.

Cloud 311

Cloud AWS Azure AI 311

Clouded Judgement

MAY 16, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Trends 144

Trends Cloud Payment Features Subscription 144

SaaStr

OCTOBER 23, 2024

In 2006, BILL CEO and Founder René Lacerte set out to define a category around financial operations for small and midsize businesses (SMBs). ’ Bill is approaching half a million customers, so has a good pulse on small businesses. With SMBs, the smallest business is owner-operated. Needless to say, he succeeded. in revenue.

SMB 307

SMB Payment Services Payments Payment Methods 307

Tom Tunguz

FEBRUARY 2, 2023

The collection of these three earnings calls presages continued reduction in growth rates, likely through the end of the year, as most businesses favor profits over growth - a trend echoing across Startupland. Google: [We] are pushing Google Cloud to Profitability. With an operating loss of $480m on 7.3b

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! consensus) and 0.5% YoY and 0.4%

Cloud 144

Cloud Software Payment Features Subscription 144

SaaStr

JULY 3, 2025

Oracle Cloud Infra signs $30B+ year deal with OpenAI 🚀Many ways to benefit from AI 😪And many ways to lose from it If Oracle can find a way … pic.twitter.com/1rOZrzaRw4 — Jason ✨👾SaaStr.Ai✨ billion in Q4 FY2025 Cloud Services became Oracle’s largest business, with non-GAAP operating income up 14% in constant currency to $5.7

AI 224

AI Enterprise Cloud Scale 224

SaaStr

JULY 4, 2025

“Very quickly you realize more companies are actually in the data business than they initially thought.” ” This transforms static data into dynamic business intelligence. ” This transforms static data into dynamic business intelligence. ’ emerge as a measurable business asset?”

AI 212

AI B2B ChatGPT Sales Hiring 212

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. Growth continues to be driven by Azure consumption business, and we expect the trends from Q1 to continue into Q2.” In the chart, it’s immediately evident that Mongo has seen dramatic increase in growth rate last quarter.

AI Search 312

AI Search AI Cloud Azure 312

SaaStr

OCTOBER 23, 2024

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And then … there is Palantir. The fire of the fire.

Artificial Intelligence 236

Artificial Intelligence Government AI Cloud 236

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

SEPTEMBER 20, 2023

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 306

Cloud Payments Software Review Payment Solutions 306

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Consider cloud computing: by lowering the cost of infrastructure, the cloud didn’t just shift spend from hardware to cloud services, it expanded the overall market by enabling new companies and applications to emerge.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. An example of a platform shift is the creation of the cloud. Many companies achieved a transformative leap by taking an on-prem solution and migrating it to the cloud, reaping all the associated benefits. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

SaaStr

SEPTEMBER 23, 2022

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 304

Cloud Benchmarks Trends Business Model 304

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The Red Queen effect is a concept that originates from evolutionary biology and is often applied to business and economics. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 288

Cloud AI Investment User Experience 288

SaaStr

NOVEMBER 6, 2024

Raising Guidance and Growth Rate for Cloud Revenue To +24% a Year That’s pretty darn impressive growth at almost $5B in ARR, and just as importantly, they’re raising their prediction here. #2. 50% of Users on Business “Side”, 50% Technical An interesting breakdown across their core products.

Enterprise 290

Enterprise Pricing Cloud AI 290

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 284

Cloud Forecasting Payment Features Subscription 284

Tom Tunguz

SEPTEMBER 16, 2023

Snowflake’s cloud analytics database thrives on structured data. Databricks’ technology rips through unstructured data in a cloud data lake house. Some customers run Databricks on their hardware (called on-premises or on-prem), whereas all Snowflake customers run on Snowflake’s cloud.

Business 316

Business Cloud Finance Innovation 316

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Hard Landing? Soft Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273