Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! The full quote is below: “We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments.

Azure 177

Azure Cloud Software AI 177

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud 270

Cloud Azure AWS Engineering 270

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? Specifically Chamath said this: “From an OpEx perspective these businesses just suck. Just about every business looks to stack S Curves. Follow along to stay up to date!

Cloud 130

Cloud Software Sales Hiring Scale 130

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. This episode is an excerpt from a session at SaaStr Scale. This episode is an excerpt from a session at SaaStr Scale. But with cloud computing spend, it’s concentrated typically with one primary vendor. Rico Mallozzi, Sr.

Scale 235

Scale Marketplace as a Service Cloud SaaS Payments 235

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Staggering scale already. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

APRIL 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I lay out all of these numbers to hopefully portray that the business is growing much faster than the 5% 2023 revenue growth would suggest. The right way to view Rubrik is really more of a high growth software business growing >40%.

Cloud 141

Cloud Scale Subscription Payment Features 141

Intercom, Inc.

JULY 28, 2022

And for Intercom’s VP of Sales EMEA, Sanj Bhayro , scaling is just what you need to invest in to ensure growth becomes as constant and linear as it can be. By the time he left to join Google Cloud as EMEA VP of Operations and Customer Growth, Salesforce had around 17 billion dollars in revenue and almost 50,000 employees.

Scale 210

Scale Scaling Sales Hiring Sales Recruiting 210

SaaStr

SEPTEMBER 14, 2020

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B Automation at scale. This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. The astonishing fact is: cloud is eating software.

Technical Review 333

Technical Review Cloud Software Review Technology 333

Clouded Judgement

JANUARY 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Bar For Going Public There’s a lot of talk recently about “are IPO markets open” or “what scale do I need to get public.” Follow along to stay up to date! These figures are incredibly impressive!

Cloud 177

Cloud Scale Compensation Metrics 177

SaaStr

DECEMBER 11, 2020

But, with up to 1 million ISVs crowding the $528 billion cloud services market by 2027 , vying for the most strategic route to meet your customers’ demand depends entirely on how well an ISV navigates the ins and outs of channel sales. By doing so effectively, you can unlock a path to scaling profits. appeared first on SaaStr.

Scale 274

Scale Scaling Marketplace as a Service Cloud 274

Intercom, Inc.

MAY 25, 2022

We have truly global ambitions to bring our mission of making internet business personal to the biggest enterprise customers across the world. We are building for the long term – that means ensuring reliability by default, and the ability to accommodate massive scale as we grow. . We’re growing alongside our customers.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

NOVEMBER 25, 2022

Scale-ups are exciting. They demonstrate spectacular growth and expansion while revolutionizing and disrupting industries with new business models. Scaling to satisfy customers’ demands depends on innovation and foresight combined with enterprise-ready technology and the right partners. How Atlassian does business .

Scale 249

Scale Scaling Marketplace as a Service Entrepreneurship 249

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 177

Cloud Software Azure AWS 177

SaaStr

JANUARY 24, 2024

Mark Roberge , SaaStr fan-favorite and Co-Founder and Managing Director of Stage 2 Capital brought together some of the top CROs in SaaS during the SaaStr Annual to share some of their greatest learnings and pivotal moments leading some of the Cloud 100 SaaS companies. It’s better to find the best ICP to get to $5M-$10M and scale from there.

Scale 254

Scale Sales Hiring Scaling Revenue 254

Clouded Judgement

APRIL 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. A favorite clip of mine is when Russ Hanneman is talking about how pre-revenue businesses are the best kind of businesses. They’ve shown they can hit escape velocity, at scale, with profitability. Follow along to stay up to date!

Cloud 161

Cloud Scale Revenue Pricing 161

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. With stable gross retention and net expansion figures, it’s actually quite easy to model SaaS businesses.

AI 183

AI Revenue Cloud Technical Advisors 183

Tom Tunguz

AUGUST 31, 2023

Open source software has evolved from a movement into a big business. These permissive licenses might enable competitors to offer competing products or clouds to host managed versions. But from a business perspective, this progression is logical. Across, just these they have generated about $100b in market cap.

Business Model 176

Business Model Business Scale Sales Funnel 176

SaaStr

APRIL 27, 2023

So whether you’re starting out, building your startup, or scaling up to meet the needs of consumers, business, and society, we connect you with the right people, products, and best practices to help you thrive and grow. Startups are solving the world’s important challenges with agility, innovative technology, and determination.

Cloud 243

Cloud Scale Startup Sales Hiring 243

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis.

Cloud 177

Cloud Software Benchmarks Retention 177

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Then if we look at the top five public cloud companies. Hello Unicorns .

Cloud 214

Cloud Scale Payment Methods Payment Solutions 214

SaaStr

NOVEMBER 24, 2020

Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen. Gainsig ht works to help businesses build deep and lasting relationships with their customers through their very own Customer Success platform. This platform allows customer-centric businesses to deliver exceptional ex periences everyday.

Scale 268

Scale Scaling Outsourced Development compliance 268

SaaStr

JANUARY 5, 2022

In 2015, SaaS cloud-based content management tool Box went public. We restructured all of our messaging around our Content Cloud to create a simplified go-to-market message that says what it does, and does what it says. At Box, we’ve found a lot of success in getting customers to adopt new features within Content Cloud.

Scale 278

Scale Scaling Sales Hiring Software Review 278

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. The Scalability of Cloud Solutions The Three Stages of FinOps 1. Table of Contents. What Is FinOps? What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Payments 97

Intercom, Inc.

DECEMBER 5, 2019

? ?. Over a few decades, SaaS has evolved from a lofty concept to an integral part of the modern business landscape. On this week’s episode of Scale, Matt Rogers, Head of SaaS Initiative at Google, is here to enlighten us. This is Season Two of Scale , Intercom’s podcast series on moving from startup to scale-up.

Scale 118

Scale Scaling Artificial Intelligence Business 118

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

MARCH 27, 2024

So we’ve probably covered HubSpot more than any other SaaS and Cloud leader on this 5 Interesting Learnings series, but there’s a good reason for it: First, HubSpot is a lot like most of us. Rocketed to Almost 20% Non-GAAP Operating Profit Like almost every public SaaS and Cloud leader. 7,770 Employees. How about you?

Scale 264

Scale Cloud Scaling Pricing 264

Blulogix

APRIL 9, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Integration and Automation: Scaling Your Business Efficiently In subscription-based business models, particularly those operating within the digital space, managing digital inventory emerges as a critical yet complex task.

Scale 52

Scale Subscription Payment Features B2B 52

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Source: company filings FCF Margin FCF is an important metric to evaluate in SaaS businesses.

Cloud 169

Cloud Software Benchmarks Retention 169

SaaStr

DECEMBER 30, 2022

Every business wants to catapult to success and become profitable. Cliff Bockard, Senior Vice President of Revenue at DigitalOcean, joined us at SaaStr Scale to discuss how businesses can serve SMBs and still bring in large numbers of revenue. . DigitalOcean has done that and grown beyond $150M in revenue in Q3 2022.

Scale 234

Scale Scaling Revenue Enterprise 234

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Seat Contractions Have Brought NRR Down From 120% to 111% While 111% NRR is still quite an engine at this scale, the drop in NRR from seat contractions explains a good chunk of the headwinds Okta has seen. #2. The story is super inspiring.

Fractional VPE 249

Fractional VPE Part-Time VPE Scale SMB 249

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., As you can see from the data below most cloud businesses beat the consensus estimates for Q4.

Cloud 161

Cloud Software Benchmarks Retention 161

Andreessen Horowitz

AUGUST 4, 2020

Today, about 90% of public SaaS companies and the 2019 Forbes Cloud 100 have subscription-based revenue models. Now new fintech infrastructure companies have made it possible for SaaS businesses to add financial services alongside their core software product.

Scaling 145

Scaling SaaS Cloud Subscription 145

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. CIOs’ top areas of increased investment for 2023 include “cyber and information security (66%), business intelligence/data analytics (55%) and cloud platforms (50%). The post Gartner: Business Software Spend Still Forecast to Rise 11.3%

Forecasting 270

Forecasting Artificial Intelligence Software Business 270

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 161

Cloud Software Benchmarks Scale 161

Tom Tunguz

MARCH 11, 2024

A lot of big customers want to have open file formats to give them the options…So data interoperability is very much a thing and our AI products can generally act on data that is sitting in cloud storage as well. But, that message was about scaling the system to handle bigger data within their own product.

AI 276

AI Engineering Cloud Trends 276

SaaStr

MARCH 20, 2024

So of the beloved leaders in Cloud and SaaS, few have been hit harder than Hashicorp by the “downturn” At $400m ARR, they were growing 50%. Some of it may be that the move from onprem to Cloud has evolved. Customer Count Still Growing Impressively, Up +19% At scale, it can be hard to increase new customer count at ~20%.

Scale 257

Scale Cloud Scaling Revenue 257

How To Buy Saas

APRIL 24, 2024

With the rise of cloud computing DevOps has gained a partner that has propelled its growth and reshaped the landscape of application development. This piece explores how DevOps and cloud computing work hand in hand to shape application development practices. Exploring the Connection Between DevOps and Cloud Computing 1.

DevOps as a Service 40

DevOps as a Service Application Development Underperforming Technical Team Cloud 40