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Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. For the first time in a decade, IT services will become bigger than communication services in 2024.

Cloud 161
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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

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 195
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Sequencing Business Models: The Types of Marketplaces

Casey Accidental

Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. In this essay, we’ll go deeper into the gradients of marketplace models that a company can sequence to, and as a follow up, we will do the same for platforms.

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5 Interesting Learnings from Upwork at $400,000,000 in ARR

SaaStr

Upwork is one of those products and marketplaces many of us use all the time — including Team SaaStr — but we don’t often see discussing that much as a public SaaS / Cloud company. I would have expected lower than 100% net revenue retention from Upwork, given that much of the spend can be episodic.

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ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis.

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How to Scale a Platform and Ecosystem to $10B with Atlassian CRO Cameron Deatsch (Pod 611 + Video)

SaaStr

Atlassian’s Chief Revenue Officer, Cameron Deatsch, walks us through how Atlassian grew over the course of 20 years and became one of the most successful startups today. They have grown to over $3 billion in revenue while keeping sales and marketing spending under 15% of revenue for all 20 years they’ve been in business.

Scale 219
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15 Most Popular SaaStr Annual 2022 Sessions (So Far!). See You Sep 13-15!!

SaaStr

10.000 SaaS CEOs, Founders, Revenue Leaders, and VCs will join us for 3 days of tactical content, networking, and epic evening events when the Cloud comes to San Mateo. Scaling Revenue in 2022: What’s the Same and What’s Different? If you haven’t already, sign up here for tickets before we sell out.

Scale 241