Tom Tunguz

JULY 30, 2020

Yesterday, Dremio hosted the Subsurface Conference , the first conference on cloud data lakes. If one had doubts that cloud data lakes are a strategic area for many in the data ecosystem, those figures should quash them. When the data is stored in the cloud, we call it a cloud data lake. Planning the software to build.

Trends 361

Trends Data Machine Learning Artificial Intelligence 361

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

Stax

JUNE 3, 2025

TL;DR SaaS platforms are cloud-based software solutions that offer ready-to-use tools over the internet, enabling businesses to scale operations, improve efficiency, and integrate with other applications without managing infrastructure. Contact sales What is a SaaS Platform?

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Tom Tunguz

JANUARY 14, 2021

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Also, Tableau’s Chief Product Officer François Ajenstat will discuss the Tableau’s role in the cloud data lake. Data security companies keep data in the right hands.

VP of Engineering 203

VP of Engineering Cloud Data AWS 203

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

Tom Tunguz

MAY 23, 2021

Over the last ten years, the 75th percentile post-money valuation of a cloud software or infrastructure company has grown 11% annually. While not as hyperbolic an inflation rate as copper or lumber, the price trajectory of early stage cloud startups does result from a similar supply demand/imbalance. 2012: Facebook. 2014: Alibaba.

Software Review 364

Software Review Venture Capital Cloud Pricing 364

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. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter. which feels unlikely.

Cost optimization & reporting 159

Cost optimization & reporting Cloud Azure AWS 159

Clouded Judgement

JUNE 7, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It’s not to say they’re definitively putting them in one or the other, but an answer of “ don’t know” is the same as “it doesn’t get AI budget.” Subscribe now Share Clouded Judgement Leave a comment

Cloud 193

Cloud AI Enterprise Subscription 193

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. That figure is still quite bad, but the environment in software land definitely got worse in April. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 170

Cloud Azure AWS Software Review 170

SaaStr

FEBRUARY 13, 2021

Its definitely at least a Cloud infrastructure and applications company for SMBs: And its also a great case study of learning how to sell and market to SMBs at scale. We’ve seen this also with Salesforce, where its classic CRM product is no longer its largest cloud, and is also its slowest growing (and most mature) segment: 3.

SMB 318

SMB Cloud Scaling Investment 318

SaaStr

APRIL 2, 2021

Jamin Bell of Altimeter Capital has a great Substack looking a lot of SaaS and Cloud metrics. Since these are all public companies, they are all by definition Great SaaS Companies. The biggest froth in startup markets is how few SaaS and Cloud companies really command the top-tier revenue multiple of 25x+.

Startup 329

Startup Revenue SaaS Cloud 329

SaaStr

JULY 17, 2020

Two related reasons: First, the stock market for public SaaS and Cloud companies is at an all-time high. People are definitely starting to work in new ways. This helps VCs raise more funds, creates more liquidity, etc. But it’s more than that. Second, in many categories of SaaS, usage is way way up since March 15.

Airlines 343

Airlines SaaS Travel Cloud 343

Intercom, Inc.

JANUARY 12, 2021

Multi-cloud architectures. If you’ve been paying attention to any loud marketing efforts over the last few years, you have definitely heard about multi-cloud. If you’re unfamiliar with the term “ multi-cloud ,” it means deploying your application to a heterogeneous cloud-based platform spread across multiple cloud providers.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

Neil Patel

DECEMBER 14, 2020

Cloud web hosting could be the right choice for you. Unlike traditional web hosting, where you purchase a set amount of resources like bandwidth and RAM on a single server, cloud hosting spreads your website’s needs across a massive virtual server that lives on hardware in data centers all over the world. Scalability.

Payment Methods 145

Payment Methods Cloud VPCs (Virtual Private Cloud) Scale 145

SaaStr

APRIL 24, 2021

But like “Cloud” and “SaaS”, its definitely has evolved. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? Well of course it does. ARR now really means revenue with 100%+ Net Revenue Retention.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings

Cloud 170

Cloud Software GCP(Google Cloud Platform) Azure 170

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. There's -- we've definitely seen more activity in the digital native space, right? Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Could this be the sign of a slow rebound? .”

Cloud 170

Cloud AWS Subscription Payment Features 170

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. Commentary from the cloud providers seems to be that the major macro headwinds around optimizations and new deal scrutiny have started to abate. ” 3 months later, what happened to those green shoots? There is some normal seasonality here (excluding the 2021 period).

Cloud 187

Cloud Software Benchmarks Retention 187

Neil Patel

OCTOBER 27, 2020

A decade ago, clouds were white puffy things we pointed at in the sky. But “the cloud” means something completely different. And it’s rise in popularity happened for a good reason—cloud storage is safe, affordable, and undoubtedly easy to use. How to choose the best cloud storage services for you. Storage limits.

Cloud 145

Cloud Systems Review Software Review compliance 145

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well.

Azure 301

Azure AWS Sales B2B 301

Clouded Judgement

NOVEMBER 11, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Definitely not out of the woods. We’re definitely seeing softness across the board in software performance. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! and actual was 7.7%

Cloud 130

Cloud Subscription Payment Features Revenue 130

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 146

Cloud Azure Trends Forecasting 146

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We’re definitely starting to see more and more estimate revisions now. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

MARCH 23, 2021

Battery Ventures recently put out its Software 2021 report with a ton of interesting learnings across the leaders in SaaS and Cloud. A few top takeaways: #1. Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. ” #2.

Investment 316

Investment SMB Acquisition Cloud 316

Clouded Judgement

AUGUST 2, 2023

Step 4: Roadshow Launch + Initial Price Range Once a company is definitively ready to “press go” on their IPO they file another S-1 Amendment that includes a proposed price range they wish to offer their shares at. While the lockup has a definitive purpose, it also creates some issues, particularly as it relates to the float.

Cloud 49

Cloud Marketing Banking Pricing 49

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). BUT - if we do fall into a deeper recession growth + multiples will definitely fall. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Subscription Payment Features Revenue 130

Clouded Judgement

OCTOBER 21, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. When just looking at the numbers, the median cloud software NTM revenue multiple is 5.0x. I’m using that time period because there really weren’t any cloud software companies around before that. Follow along to stay up to date!

Cloud 130

Cloud Software Review Subscription Payment Features 130

SaaStr

AUGUST 18, 2024

One definition of company culture is the rolling average of everyone’s behavior in the company over the last three or so months. Behaviors are the core of that definition. Flexibility The second word of the word cloud was flexibility. What does this look like in practice? If you weren’t, you were the exception.

Retention 312

Retention Scale Company Culture Leadership 312

SaaStr

NOVEMBER 15, 2022

as a common language to analyze a cloud business. The shift to using SaaS metrics as a common language led to a common definition of what a great cloud business should look like. These two drivers influence varying metrics in different ways that don’t necessarily negatively impact cloud business outcomes.

Metrics 272

Metrics Machine Learning Artificial Intelligence Technical Review 272

Clouded Judgement

DECEMBER 16, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. We are, in fact, starting to see forward estimates revised downward for cloud software companies. You can definitely argue that in a recession scenario this is just the tip of the iceberg and numbers still need to come down more.

Cloud 130

Cloud Trends Subscription Payment Features 130

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. If we do fall into a deeper recession, we will definitely see a change in the above graphic in future surveys (red bar getting bigger). As you can see from the data below most cloud businesses beat the consensus estimates for Q4. This is quite interesting.

Cloud 170

Cloud Software Benchmarks Retention 170

Clouded Judgement

NOVEMBER 4, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The prevailing narrative today is “higher for longer” and that’s what moved the market down on Thursday Macro Impacts on Software Performance So far we’ve had ~30 cloud software companies report Q3. This was expected.

Cloud 130

Cloud Pricing Subscription Payment Features 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. Most public companies don’t disclose ARR (and when they do, it’s often not the same definition of ARR as we use for private companies).

Cloud 187

Cloud Software Azure AWS 187

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. For the most part it appears macro pressures aren’t necessarily getting better, but they’re definitely not getting worse. Subscribe now Not Getting Worse, With Green Shoots Starting to Appear This is my theme for Q2 earnings season.

Cloud 179

Cloud Software Benchmarks Retention 179

SaaStr

JUNE 27, 2020

5: “The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics” Definitely a fun one. #6: 8: “Guidewire: From $0 to $6B, The Biggest SaaS Success Story You’ve Never Heard Of” A quiet Cloud success story that many of you haven’t heard. . #7:

Scale 293

Scale Acquisition Cloud Scaling 293

SaaStr

JUNE 3, 2023

So we wanted to do a little weekly look at who in SaaS and Cloud is doing well. But many are still doing well — as despite tougher macro pressures, Cloud and SaaS spend continues to hit record levels. Salesforce has gotten radically more efficient over the past year, as have many leaders in SaaS and Cloud. " A: "Yes.

Cybersecurity 245

Cybersecurity Cloud Innovation Subscription 245