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Duplo Cloud – Our 6-Time Champion! 🏆 A massive welcome back to Duplo Cloud , who continues their incredible streak as a 6th-time sponsor of SaaStr Annual! What Duplo Cloud Does : Duplo Cloud is the DevOps automation platform that eliminates infrastructure complexity for fast-growing companies.
Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2025 , down from $2.33
Every week I’ll provide updates on the latest trends in cloud software companies. We saw it during the rise of the cloud. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud shifted services to software.
The Cloud Bubble Lasted About 18 Months. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3. Top SaaStr Posts of the Week: #1. “A Lot of Great Sales Leaders — Just Aren’t Great at Selling Anymore. And Why You Really Need a VP of Sales, and Not a CRO.” ” #2. appeared first on SaaStr.
Speaker: Ahmad Jubran, Cloud Product Innovation Consultant
In order to maintain a competitive advantage, CTOs and product managers are shifting their products to the cloud. Many do this by simply replicating their current architectures in the cloud. Join Ahmad Jubran, Cloud Product Innovation Consultant, and learn how to adapt your solutions for cloud models the right way.
Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Net new ARR added was down 28% from Q1 last year.
We’re on the top 1% on Spotify overall and just added video there, and our YouTube has become a great stream of the best of the best in SaaS, Cloud and AI. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9. It’s been a great year for SaaStr videos and podcasts. appeared first on SaaStr.
Why 40% Cloud Adoption Marks the End of Easy Growth. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. Market Saturation Happens Faster Than Expected : At just 40% cloud adoption, we’re already seeing mature market dynamics.
Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.
The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.
Thread AI’s founder and Palantir alum Maya Gonimah has cracked the code on enterprise AI implementation through their strategic partnership with Google Cloud. Darren Mowrey (Google Cloud) Darren leads strategic partnerships at Google Cloud, focusing on helping startups scale their AI implementations.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Happy 4th! Just updating the tables / charts this week, I’ll be back next week with more written content.
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.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up!
In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Or at least, they don’t hold if you’re trying to build a breakout company… So many of these markets are still wide open.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! It’s hard to believe, but the Nasdaq and the S&P 500 are both sitting at fresh all time highs.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now How to Spot ERR Last March (crazy it’s already been a year since I wrote this post!) I wrote an article about ERR vs ARR.
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
The Atlas Flywheel: How 72% Revenue Mix = Compound Advantages The Numbers: Atlas (cloud) revenue grew 26% YoY and now represents 72% of total revenue. The SaaStr Takeaway: If you have a clear cloud/platform winner, accelerate the transition aggressively. 70%+ mix is where the magic happens.
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!
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. SBC has become a much bigger issue in SaaS and Cloud the past 2+ years as the markets have focused on true efficiency and profitability. Fast forward to today, it’s at: $2.43 ARR Now they have $1.5
Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach. Packaging and Deployment Workflow: Embedded analytics solution should work seamlessly with your current application.
State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #5. . “What’s New at WordPress with Matt Mullenweg, CEO of Automattic and Co-Founder of WordPress” #3. The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin #4.
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.
Their database and cloud services became indispensable for companies building AI applications. ☁️ Cloud Migration Momentum : Oracle’s aggressive cloud transformation finally gained enterprise traction, with customers migrating mission-critical workloads that competitors couldn’t easily displace.
What a last few days in AI land! DeepSeek came out with R1 and it created huge ripple effects in the tech world, maybe culminating with the DeepSeek app shooting up to #1 in the app store (is this real? The result of bot farms downloading in mass?). What is DeepSeek?
DataRobot together with Snowflake – a leading cloud data platform provider — is helping data scientists stay current with the latest technology and data science best practices so that they can excel in an increasingly AI-driven workplace.
Public SaaS companies’ growth rates have halved since 2023, as David Spitz pointed , from 36% to 17%. There are few, fast growing, younger SaaS companies to sustain the growth rates. 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.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Cost of Intelligence It continues to shock me how quickly the cost of tokens (ie intelligence) has dropped.
So Battery Ventures has a new detailed report on The Open Cloud you can dig into here. There’s a lot of great data in the report, but one analysis helped answered a question I’ve been wondering the past 12-18 months: Are start-up actually more overvalued today than at the peak of Cloud mania in 2021? in 2021 to 23.4x
Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure. The meta point is after a tough late 2023 and into 2024, SaaS, Cloud and more is back: In some cases, AI is the driver (Databricks, Palantir). But close enough for purposes of this post.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
Enterprise AI Adoption Is Happening 1000x Faster Than Cloud The Key Insight: Unlike cloud adoption, which took over a decade, AI is being embraced immediately by enterprises. “It’s going 1000x faster than cloud adoption because everyone’s using it,” Datta noted.
He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. If we go back to 2006, BILL was a cloud-based company. At the time, there were dozens of cloud-based companies. The thing with a moat is that it takes time.
And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. Public SaaS and Cloud companies, and AI leaders like NVidia, have still generated a lot of cash for shares. He summarized the M&A (acquisitions) of The Top 10 Software Acquirers. Epic times. years or so.
The Cloud came, and leaders like Talkdesk and Dialpad emerged to take large market share, and older folks like RingCentral and Five9 also rolled out Cloud contact centers. Billion+ ARR Growing 35%+, fueled by AI demand 10% of bookings from AI “Strong profitability” 6,000 Cloud Customers of 8,000 total customers Not bad.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. For some public companies, they disclose ARR.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! This week, we saw an economic forecast predict Q1 GDP to shrink nearly 3%.
And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. However, it is true that it’s different today. Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today. In general, public companies are hiring at a slower pace than they are growing.
State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #2. The Secrets to Selling and Scaling in Vertical SaaS with Slice’s CRO The post The Top SaaStr Posts, Videos and Podcasts of the Week: Bessemer’s AI State of the Cloud, CEO Klaviyo, CROs of Rippling and Slice, and More!
Every week I’ll provide updates on the latest trends in cloud software companies. The APM space was much larger, more established, and cloud infrastructure monitoring was more niche (where Datadog played). It was ~4 years after AWS was launched and the public cloud started to take off. Follow along to stay up to date!
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