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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.
So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Growth Has Re-Accelerated Fueled by commercial and government contracts, and by AI-related demand in both, Palantir is seeing growth re-accelerate from 2023. And then … there is Palantir. Billion ARR.
commercial revenue surged 71% as Artificial Intelligence Platform (AIP) gains enterprise traction Deep government/defense roots benefit from heightened geopolitical tensions worldwide Clear AI differentiation has made it indispensable for data-driven decision making How AI Led Palantir From Slow Growth (13%) to Hypergrowth (49%!)
The Problem: Rubrik’s platform handles data across data centers, cloud VMs, databases, object storage, and SaaS applications. AI Governance Committee Rather than treating AI adoption as purely a technology initiative, Rubrik established an AI governance committee including InfoSec, Legal, and business stakeholders.
The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. Historical precedent : Companies that survived the cloud transition were those that disrupted themselves first.
” Snowflake’s Enterprise-Focused Approach Snowflake’s strategy targets enterprise customers and government agencies. ” Snowflake is “tackling a massive $350 billion market opportunity and a real need for our customers to bring Postgres to the Snowflake AI Data Cloud.”
The Commercial Breakthrough For years, Palantir was primarily a government contractor. Government Can Be a Feature, Not a Bug Palantir’s deep government relationships initially seemed like a limiting factor for commercial growth. Government Momentum Sustained : Despite all the commercial focus, U.S.
This strategy has yielded: Higher revenue per user : Enterprise customers pay significantly more than consumers Stickier relationships : B2B contracts provide more predictable revenue Technical differentiation : Constitutional AI and safety features appeal to enterprises Strategic partnerships : Deep integrations with Google Cloud and Amazon Competitive (..)
Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.
The current state of AI adoption resembles the early days of cloud: great infrastructure exists, but there’s a lack of applications to use it effectively. The Governance Opportunity Many organizations are testing AI infrastructure that lacks governance controls. Everyone is trying to DIY without knowing how.
Thats where SaaS governance comes in. What is SaaS governance? SaaS governance is the process of managing and controlling SaaS applications within an organization. Continuous monitoring and improvement SaaS governance isn’t a one-time project; it’s an ongoing process.
Big Push into Government Sales withAtlassian GovernmentCloud The launch of Atlassian GovernmentCloud, with FedRAMP Moderate authorization, is a significant move into the public sector. This offering is tailored for U.S.
In our latest episode of the SaaStr Whats New series, SaaStr CEO and founder Jason Lemkin spoke with Sarah Kennedy, VP of Google Cloud Marketing. The conversation explored Google Clouds rapid growth, its AI-first approach, and what the future holds for the cloud ecosystem. The core drivers? But the real tipping point?
Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. Most people think it’s dumb. That’s a very encouraging thought.”
They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. And the average Government customer pays $10m a year (more below). #3. Government Revenues Plummeted, While Commercial Kicked Into High Gear. Fast forward to today, and so much has changed. But at $1B ARR it was growing 49%.
Cloud is on fire. Every airline without government support will collapse. Trillions of government support is ending soon. SaaS and Cloud can’t escape the mass bankruptcies coming. That can be your base plan to start, for both top line (revenue) and burn rate. Build One Now. So we’re gonna have to ride it out.
Every week I’ll provide updates on the latest trends in cloud software companies. The government is going through quite a bit of quantitative tightening. In simplest terms, the government is selling bonds (ie raising cash) to fund operations and pay down interest expenses on the massive debt burden they have.
Abnormal Security Grows 100%+ at $200m, Raised at $5B Another Cloud security leader growing at a breathtaking pace. ARR A big beneficiary of AI and government spend. #5. NRR stayed strong at 115% and it raised guidance going forward. #3. Not Wiz fast. But very, very fast. #4. Palantir Also Sees Growth Accelerating, Grows 27% at $2.8B
By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.
Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?
private equity buyout (Permira + CPPIB) Company needed to transform for the cloud era Classic “take private to modernize” playbook 2021: Second IPO on NYSE at $27.55/share They survived the dot-com crash, the 2008 recession, cloud transformation, and emerged as a strategic asset in the AI era.
This has been an incredible roller-coaster for us in SaaS and Cloud since March 15, for some even more than others, but an incredible amount of change for all of us. Other than Zoom and a few others, it seemed like the world would crash deeply for SaaS and Cloud. Now, we have to deal more with the Work Outside of the Cloud.
For over 20 years, Exclaimer has been providing world-class on-premises and cloud-based email signature software and solutions for Microsoft 365 (formerly Office 365, Google Workplace (formerly G Suite), and Microsoft Exchange. Deel works for independent contractors and full-time employees in more than 150 countries, compliantly.
With long-term success comes some approach towards governance, which includes data and AI governance. That end-to-end model lifecycle needs to be done in a governed and transparent way, so you have a full line of sight to explain the ability of models to come to the decisions they make.
We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. Some of them will employ the four fundamental innovations of web3 : permanent ownership, paying customers with “equity,” regulatory arbitrage, and new governance models (DAOs).
This is my first time in the UAE and it’s been incredible - it’s amazing to see what’s possible with a business friendly government that is massively committed to diversifying their economy. In business and government, leadership matters! Subscribe now Share Clouded Judgement Leave a comment
Governments and companies now invest billions: the U.S. This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs.
Skyflow ’s data privacy vaults deliver security, compliance, and governance via a simple API. At the 8th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors. Join these incredible companies to experience all the value of SaaStr!
Smartsheet like most other SaaS and Cloud leaders held the line on costs and expenses, but still grew revenue. And they grew a government contract to $1.6 12-15 months later, it’s a whole new world. The result? A much, much more efficient company in 2024. And a few other interesting learnings: #6. million in ARR.
The Fed’s Repo market had to essentially be bailed out by the government. Cloud is a tidal wave. Cloud momentum is unstoppable. More and more of the $1 trillion spent on IT is still going to continue to move to the Cloud. No one really expected this. Having a high profile IPO like this fail is a bit scary.
The wallet architecture also eliminates the opaque sea of intermediaries clouding the ad marketplace. Apps could encode user metadata as an NFT governed by a smart contract that enforces royalties. Imagine being able to segment and target based on millions of users’ purchasing history in real-time.
Imagine you have a dollar to invest and you can choose between two options: a public cloud service or a layer 1 blockchain. A token provides voting rights when it is a governance token that governs a DAO (Decentralized Autonomous Organization). A DAO is the governance organization of a crypto company.
Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Centralize governance. Instead of trying to democratize complex, per-product billing knowledge across your team, create a small team of engineers to navigate the world of cloud computing.
” Data center revenue totaled $26b, with about 45% from the major clouds ($13b). These clouds announced they were spending $40b in capex to build out data centers , implying NVIDIA is capturing very roughly 33% of the total capex budgets for their cloud customers. Is this a problem for the clouds? 26% 2021 4.3
SalesLoft’s Sales Engagement Cloud Ecosystem will highlight key brands supporting sales and support teams, while providing a sample of SalesLoft’s partnering power from their over 100 integrations that exist within their App Directory. Increased sanitization and hand washing. Founded in 2012 by serial enterprise entrepreneur Jason M.
We’re entering a period wherein governments regulate large technology businesses more actively. Depositions, document collection, strategy meetings flood executive calendars - not for one government but for the US, the EU, the UK, & Australia - all core markets for software businesses - each of which can block the merger.
Instrumentation and Governance Enable Many New Use Cases : Today’s data leaders are struggling. Meanwhile, regulation and compliance mean the governance burden only increases. They are faster to get started (no account creation), they can scale very quickly, and they can rise to enterprise levels with commercial cloud offerings.
Security systems govern access to databases akin to secrets management & identity access management solutions do in the cloud. Data contracts express the commitments data teams make to others in the company about data freshness, format, & consistency - again drawing parallels to the service-level agreements in core engineering.
Last week, OpenAI represented the future cloud of AI : the technology developers & product managers used to build a demo, then a beta, then a full-fledged product, rather than building from scratch. Today, every product & engineering leader must be reconsidering that assumption.
Navigating the cloud requires more than just user-friendly interfaces and storage solutions. Enter AI-Driven SaaS Governance—a powerful ally in your security toolbox. What is AI-Driven SaaS Governance? What is AI-Driven SaaS Governance? You need robust security to guard against ever-evolving threats.
This includes discovery, procurement, user provisioning and deprovisioning, usage optimization, user automation, and data governance. Unified SaaS lifecycle management is an all encompassing approach to managing the entire lifecycle of SaaS applications within an organization.
Resilient companies are built in the cloud. While older legacy companies have struggled to adapt to working at home, agile modernists like Aircall have taken advantage of total integration with the cloud to seamlessly make the switch. Today, more than 60% of the tools on the marketplace have been built by third parties.
BetterCloud is featured in 145 G2 Winter 2025 Grid Reports and named a Leader in SaaS Operations Management, SaaS Spend Management, Data Loss Prevention, and Cloud File Security. See why BetterCloud is a leader in SaaS Operations Management and Cloud File Security. To our amazing customers, thank you!
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