SaaStr

JUNE 14, 2025

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. There’s a new player at the table, and it’s eating everyone’s lunch: AI is sucking up enterprise budgets at an unprecedented rate.

AI 241

AI Cloud Software Review Underperforming Technical Team 241

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

SaaStr

OCTOBER 16, 2024

So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. It’s been around for decades but has continued to iterate, expanding into the enterprise, the contact center, and so much more. But even as they push more and more into the enterprise, the SMBs still are buying.

Scale 284

Scale Compensation SMB Cloud 284

Clouded Judgement

JUNE 20, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 5.3x

Cloud 159

Cloud AI Headcount Pricing 159

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 Top 5 Median: 18.4x

Cloud 189

Cloud Pricing Subscription Payment Features 189

SaaStr

MAY 2, 2025

“The Last Generation of Human-Only CEOs: Marc Benioff’s Bold Vision for the AI-Augmented Enterprise” Marc Benioff was kind enough to join SaaStr for the first time to do a truly deep dive on what AI means in business software today. It’s a good one. Top 5 Unexpected Learnings: 1.

AI 224

AI Enterprise Scale Airlines 224

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 6.2x

Cloud 146

Cloud Banking Subscription Payment Features 146

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 146

Cloud Data AI Investment 146

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. 500 $1M+ Customers Atlassian is going more and more enterprise, which has become key to maintaining growth. Let’s dig in.

Enterprise 288

Enterprise Pricing Cloud AI 288

SaaStr

DECEMBER 18, 2024

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. Billion ARR.

AI 284

AI Cloud Enterprise SaaS 284

Clouded Judgement

JUNE 6, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! I wrote an article about ERR vs ARR.

Cloud 146

Cloud Technical Review Software Review Technical Advisors 146

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 170

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 170

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

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 5.6x

Cloud 159

Cloud Forecasting Subscription Payment Features 159

SaaStr

OCTOBER 26, 2021

So in January of 2021, Gartner predicted enterprise SaaS spend would grow by a stunning 10.2% Unprecedented levels of growth for business software in the enterprise. They’ve now updated that and predict an even further, and stunning, acceleration in enterprise software spend in 2022 — now up to 11.5%

Forecasting 335

Forecasting Enterprise Software Cloud 335

SaaStr

NOVEMBER 22, 2024

They couldn’t have this enterprise rep embarass them with dumb answers in the final pitch meeting. #2. And this is from a top Cloud company today: Both are more work than 95% of folks are doing today. One SaaStr Fund portfolio company recently closed their first $500k+ deal!! Make it truly great. Make the email solve my problem.

Sales 301

Sales Cloud Enterprise SaaS 301

Clouded Judgement

MAY 16, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! For some public companies, they disclose ARR.

Trends 146

Trends Cloud Subscription Payment Features 146

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.

Cloud 307

Cloud Scale AWS AI 307

SaaStr

JANUARY 15, 2025

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. But one thing has done well through all of it: security. We always need it, and the threats keep coming. And Cloudflare has been one of the biggest beneficiaries.

Scaling 272

Scaling Cloud AI Engineering 272

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% (!). Their $15 Billion Cloud Business is Accelerating.

Cloud 284

Cloud Sales Hiring Scale Business 284

SaaStr

MAY 28, 2022

So Gartner slices and dices its data a number of ways, but I find it invaluable to track enterprise and CIO sentiment. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend. But overall — things are still growing like crazy in SaaS and Cloud.

Cloud 358

Cloud B2C SaaS Enterprise 358

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 6.4x

Cloud 146

Cloud Software Subscription Payment Features 146

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 293

Cloud Azure AWS Engineering 293

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn.

AI Search 312

AI Search AI Cloud Azure 312

SaaStr

NOVEMBER 24, 2023

And yes, I know we can argue Databricks is neither really Cloud nor really SaaS. I’d argue that doesn’t much matter — its comparables are the Cloud and SaaS leaders). Canva image from here ) The post Canva and Databricks: The Two Big Potential SaaS / Cloud IPOs of 2024 appeared first on SaaStr.

Cloud 342

Cloud SaaS Enterprise Branding 342

SaaStr

NOVEMBER 5, 2022

Gartner has its latest report out , talking to hundreds of CIOs, and it breaks down projected SaaS spending in the enterprise in 2023: The summary: Gartner predicts SaaS spend in the enterprise will rise to $195 Billion in 2023, up 17% from $167 Billion in 2022. SaaS overall represents about a third of total Cloud spend.

Enterprise 327

Enterprise SaaS Cloud 327

SaaStr

OCTOBER 23, 2024

Selling to Multiple Stakeholders If you sell into the Enterprise, you understand there are different stakeholders. 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.

SMB 307

SMB Payment Services Payments Payment Methods 307

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. Top 5 Median: 22.2x

Systems Review 146

Systems Review Cloud AI Artificial Intelligence 146

SaaStr

JUNE 2, 2025

With this news, we will be introducing Snowflake Postgres: enterprise-grade, AI-ready, and fully managed. ” Snowflake’s Enterprise-Focused Approach Snowflake’s strategy targets enterprise customers and government agencies. ” 2. .”

VP of Engineering 183

VP of Engineering AI Search AI Data 183

SaaStr

APRIL 29, 2025

250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap. 250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap. 250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap. 250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap.

AI Search 151

AI Search AI New CTO Scale 151

SaaStr

MAY 19, 2025

This isn’t just marginally faster than cloud adoption – it’s an entirely different magnitude. When these graduates join your enterprise and see teams spending two weeks creating a marketing plan that Claude can generate in seconds, they’ll fundamentally question your operating model. That was a non-starter.

AI 196

AI Technology ChatGPT Cloud 196

SaaStr

JANUARY 3, 2022

I took a quick look at many of the recent IPOs and other Cloud leaders that were especially PLG-ish, from Calendly to Notion, from Zoom to Slack, and more. And here’s what I learned: Basically Every B2B Product Uses “Contact Me” Pricing for their Enterprise Edition. It’s a mix.

Pricing 299

Pricing Enterprise Cloud B2B 299

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 276

Cloud Venture Capital AI Startup 276

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 6.2x

Cloud 319

Cloud AI Investment Metrics 319

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 303

Cloud Benchmarks Trends Business Model 303

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 6.4x

Cloud 287

Cloud Forecasting Subscription Payment Features 287

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. We’re still in the early days of the cloud.” Top 5 Median: 16.6x

AWS 302

AWS Cloud AI Search Cost optimization & reporting 302