SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. This episode is an excerpt from a session at SaaStr Scale. What you’ll see in that cloud spend box is actually Gartner’s 2020 estimate for infrastructure as a service spending for companies, which was $50 billion. Colleen Kapase.

Scale 196

Scale Marketplace as a Service Cloud SaaS Payments 196

Clouded Judgement

APRIL 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Also - while they are not FCF positive, their LTM FCF margins were only (4%) Most IPOs set an initial range with the hopes of raising the range as they start meeting with prospective IPO investors. Follow along to stay up to date!

Cloud 141

Cloud Scale Subscription Payment Features 141

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! The full quote is below: “We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments. Top 5 Median: 16.8x

Azure 177

Azure Cloud Software AI 177

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date! Top 5 Median: 17.2x

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

SaaStr

JULY 28, 2021

Byron Deeter, general partner at Bessemer Venture Partners and I caught up on SaaS and Cloud in general and the upcoming Cloud100 awards and learnings. The full session is below and sign up for the Cloud 100 for FREE here. About 25% of the Cloud 100 top private SaaS companies are growing / grew 100% or more at $100m ARR (!).

Cloud 359

Cloud Scale Scaling Investment 359

SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 246

Cloud Payments Software Review Payment Solutions 246

SaaStr

JULY 29, 2022

Jason recently opened up an AMA on Twitter Spaces to answer questions about how to scale faster. And I’ve watched them fairly quickly scale, to soon they’ll be at 10 million in revenue. As they scaled, they radically changed how they did sales. Jason Lemkin: Okay. Let’s get it going. Times are good.

Scale 215

Scale Scaling Sales Hiring Enterprise 215

SaaStr

NOVEMBER 28, 2021

And then one of the VCs that had invested in me, Storm Ventures, brought me in as a partner. I’d never done any investments before, but I just invested in some of the founders that were fans of the SaaStr blog and it worked out okay. You never get to spend less time in sales as a SaaS CEO.

Scale 180

Scale Sales Hiring Sales Recruiting Scaling 180

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 113

Investment Cybersecurity Azure Cloud 113

SaaStr

DECEMBER 30, 2022

Cliff Bockard, Senior Vice President of Revenue at DigitalOcean, joined us at SaaStr Scale to discuss how businesses can serve SMBs and still bring in large numbers of revenue. . So, they’re not diluting their efforts by going towards the “hyperscaler enterprise customers” or “niche developer clouds.” Market understanding.

Scale 192

Scale Scaling Revenue Enterprise 192

SaaStr

AUGUST 19, 2022

Jason recently opened up an AMA on Twitter Spaces to answer questions about how to scale faster. This morning, a pretty slow growing player, Ping Identity, slow to move to SaaS, slow to move to the cloud, struggled in some ways to compete with Okta and others, was acquired for 2.3 We can scale accounts, when we get them, very well.

Scale 210

Scale Sales Hiring Scaling VP of Engineering 210

SaaStr

MARCH 27, 2024

So we’ve probably covered HubSpot more than any other SaaS and Cloud leader on this 5 Interesting Learnings series, but there’s a good reason for it: First, HubSpot is a lot like most of us. It sells sales, marketing, support and more tools. So price increases don’t always automatically lead to an ACV / ARPU bump.

Scale 241

Scale Cloud Scaling Pricing 241

SaaStr

SEPTEMBER 14, 2020

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B Automation at scale. This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. The astonishing fact is: cloud is eating software.

Technical Review 297

Technical Review Cloud Software Review Technology 297

Clouded Judgement

APRIL 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. They’ve shown they can hit escape velocity, at scale, with profitability. My point of this post is simply to point out some of the challenges that arise from a hype round at an “at scale” valuation. Top 5 Median: 17.4x

Cloud 161

Cloud Scale Revenue Pricing 161

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. Staggering scale already. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

JANUARY 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Bar For Going Public There’s a lot of talk recently about “are IPO markets open” or “what scale do I need to get public.” Altimeter is an investment adviser registered with the U.S.

Cloud 177

Cloud Scale Compensation Metrics 177

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This brings me to AI (everything leads to AI these days…). But this is changing - many categories are becoming commoditized leading to massive pricing pressure. Follow along to stay up to date! Buyers are also experimenting on vendors.

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

APRIL 17, 2024

They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. New Customers Still Growing 22% at Scale. For me, Net New Customer Count has become the metric I obsess the most about at scale. But it’s decided to keep investing heavily in growth.

Scale 230

Scale Pricing Scaling Cloud 230

SaaStr

JUNE 1, 2023

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. The company is trusted by more than 30,000 companies, over 5,000 investment funds, and half a million employees for cap table management, compensation management, liquidity venture capital solutions, and more.

Scale 191

Scale Payments Payment Solutions Artificial Intelligence 191

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. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth.

Cloud 177

Cloud Software Azure AWS 177

SaaStr

AUGUST 12, 2022

Jason recently opened up an AMA on Twitter Spaces to answer questions about scaling and VC funding. I think it’s a challenge to folks that think we are in some sort of terrible downturn for SaaS and cloud. While Azure and Google Cloud grew at record rates, Shopify for example, its SaaS business only grew 10% last quarter.

Scale 189

Scale SaaS Payments Scaling SaaS 189

SaaStr

DECEMBER 23, 2022

Sarah joined us on SaaStr at Scale and shared three lessons to help businesses scale their revenue. Lesson #1: Speed to Lead. But would you be surprised to learn that it takes an average B2B sales team two days to respond to a lead? That’s why connecting to prospective customers in real-time is critical.

Scale 166

Scale Engineering Marketing Scaling 166

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. It was funny for Henry to say he segmented his sales team at 80 million in ARR. Transcript.

Sales Hiring 199

Sales Hiring Scale Sales Recruiting Scaling 199

SaaStr

APRIL 26, 2024

At Glasswing Ventures, they tell their AI-native companies not to lead with AI because it’s such a superficial indication of interest. When you take the data, you may have a business goal of making more sales or delighting the customer. What should founders know about the modern AI stack that Enterprises can scale on?

AI Search 213

AI Search AI Artificial Intelligence Scale 213

SaaStr

JANUARY 11, 2024

What’s your most recent disclosed investment? Because company data now lives in a constellation of cloud applications, this data is not readily accessible for data scientists or analysts, nor is it easily presentable in critical business applications used for decision-making. Why did you do the deal? We co-led a $5.2M

Technical Review 274

Technical Review Scale Management Sales Hiring 274

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They’re often rapidly hiring engineers (to build more features) and sales reps (to sell the product) in attempts to capture the majority of a market against their competition (both other startups and incumbents). ” Quite the claim!

Cloud 130

Cloud Software Sales Hiring Scale 130

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. This is the first quarter we’ve heard that message, and a good leading indicator for the rest of the software buying universe.

Cloud 177

Cloud Software Benchmarks Retention 177

SaaStr

OCTOBER 12, 2023

Harry Stebbings of 20VC was kind enough to have us back on the latest VC Roundtable with 2 of the very, very best in growth / late-stage investing — the leaders of Insight Partners and Technology Crossover Ventures. They’ve led later stage investments in the best in SaaS and Cloud. And Where is Growth Investing?

Investment 230

Investment AI Cloud Scale 230

SaaStr

DECEMBER 21, 2022

And my old division of Adobe, Document Cloud, is growing 21% at $2.4 Document Cloud revenue was $2.38 One of its oldest products and divisions, Document Cloud, is growing the fastest. And it proves just how long a life so many B2B products have — especially if you keep investing in them. #5. Billion in ARR!

Scale 264

Scale Cloud Subscription Payment Features 264

SaaStr

JULY 5, 2023

So some SaaS and Cloud leaders have seen big impacts from the post-Covid hangover, but others have just kept accelerating. That’s about as good as it gets in SaaS and Cloud! Are we near or past the lows in SaaS and Cloud buying patterns? That leads to an awesome force of nature years down the road: #3.

Scale 177

Scale cloud efficiency Cloud Business Model 177

Intercom, Inc.

DECEMBER 5, 2019

On this week’s episode of Scale, Matt Rogers, Head of SaaS Initiative at Google, is here to enlighten us. Over the course of his conversation with Amanda Connolly, Matt covers the challenges faced by SaaS companies both starting out and scaling in today’s swiftly evolving market.

Scale 118

Scale Scaling Artificial Intelligence Business 118

SaaStr

JUNE 27, 2019

Erica has led New Relic through massive growth, scaling the company’s enterprise business 10x since she joined the business pre-IPO. Erica will share the five critical steps (and some lessons learned along the way) for scaling in the enterprise. The first is a migration to the cloud. We operate at great scale.

Scale 177

Scale Enterprise Scaling Sales Hiring 177

SaaStr

MAY 17, 2024

As you scale and need someone to prioritize your roadmap and build the organization, then you bring in the high-powered leader who can also build structure around how to strategize for a second, third, and fourth product. What is the amount of investment to solve the problem? A lot of sales doesn’t work that way. It’s learning.

Scale 186

Scale Technical Review Sales Hiring Artificial Intelligence 186

SaaStr

MARCH 22, 2023

So few Cloud software companies have had a more interesting history than UiPath. UiPath has cut Sales, Marketing, and G&A expenses at scale — and generated a ton of free cash-flow because of it. While UiPath continues to invest aggressively in product and engineering, it’s cut back on everything else. Targeting 9.5%

Scale 240

Scale Cloud Scaling Churn 240

SaaStr

FEBRUARY 2, 2024

Typically on SaaStr.com, we try to focus our content on mistakes to avoid, lessons learned and how to scale faster, but for the CEO Summit, Jason addressed the audience with what’s most top of mind for him at the start of 2024. 2 Beware Sales / Customer Success Reps who don’t want to visit customers in person.

Sales Recruiting 288

Sales Recruiting Trends Sales Hiring Software Review 288

SaaStr

JULY 24, 2023

Some SaaS and Cloud leaders have seen big impacts from the post-2020 hangover, but others keep accelerating. That’s about as good as it gets in SaaS and Cloud! Let’s look at nine interesting learnings about this leading company. #1 Are we near or past the lows in SaaS and Cloud buying patterns? We’ll see. #2

Revenue 190

Revenue Scale Sales Hiring Cloud 190

SaaStr

JULY 16, 2019

Join Rene Yang Stewart, Co-Head and Principal, Vista Equity Partners, and Monica Enand, Founder and CEO, Zapproved, as they discuss growing a company from product market fit to scale. Vista Equity Partners invested in Zapproved in 2017. Hear perspectives from both the investor and founder as the company scaled.

Scale 131

Scale Product Marketing Scaling Marketing 131