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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. We’re still in the early days of the cloud.”

AWS 293
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SaaS Integration: Tips for Seamlessly Integrating Cloud Software with Existing Systems

How To Buy Saas

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

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Top Compliance Concerns For SaaS Companies

Scytale

These companies come into contact with lots of sensitive data in one way or another and so, data security compliance has pretty much become a must in this digital and tech day and age. A careful compliance strategy is non-negotiable for SaaS businesses. However, successful compliance management doesn’t just happen.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183
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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. There are many limiters here - data security and compliance are big ones. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings.

Cloud 183
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Thanks to A-Lign, Deel, Exclaimer, Notion VC, and Vanta for Sponsoring SaaStr Europa 2023!

SaaStr

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. It helps companies simplify every aspect of managing an international workforce, from culture and onboarding, to local payroll and compliance.

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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

Software that is difficult or time-consuming to remove is more likely to be purchased and renewed. Oates explains, “Software that supports critical infrastructure will continue to be purchased and renewed, year-over-year.” Many net-new purchases are for data security, compliance, risk management, and AI-powered tools.