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

Andreessen Horowitz

FEBRUARY 14, 2024

By that, we mean services that scale to zero, are globally distributed, and scale up based on demand. The benefit is that each service can scale up and down independently, but it requires an elastic caching or queuing mechanism to buffer the interactions between services.

Investment 110

Investment DevOps as a Service AI Search Application Development 110

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. If they stumble, we’re in for a rough patch.

Cloud 239

Cloud Azure AWS Engineering 239

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

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.

Cloud 161

Cloud Scale Pricing Revenue 161

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

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. This episode is an excerpt from a session at SaaStr Scale. This episode is an excerpt from a session at SaaStr Scale. But with cloud computing spend, it’s concentrated typically with one primary vendor. Rico Mallozzi, Sr.

Scale 191

Scale Marketplace as a Service Cloud SaaS Payments 191

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 292

Technical Review Cloud Software Review Technology 292

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

JANUARY 24, 2024

Mark Roberge , SaaStr fan-favorite and Co-Founder and Managing Director of Stage 2 Capital brought together some of the top CROs in SaaS during the SaaStr Annual to share some of their greatest learnings and pivotal moments leading some of the Cloud 100 SaaS companies. It’s better to find the best ICP to get to $5M-$10M and scale from there.

Scale 218

Scale Sales Hiring Scaling Revenue 218

SaaStr

SEPTEMBER 29, 2023

Many of you are familiar with this visual, most likely created by an investment firm. We’re so many years into the Cloud, and here we are at hundreds of billions in annual Cloud spend and growing at 6x over eight years. You have to keep investing in the new product while getting back to the current product.

Scale 222

Scale Scaling Startup Sales Hiring 222

SaaStr

FEBRUARY 14, 2024

So times are tougher for some, but for the most part, not in leaders in Cloud security. 100k+ Customers Are Key To Growth at Scale. But the big ones are growing fast faster by revenue at scale. They’re still trading off some margin expansion to invest in growth. Cloudflare really scales into some big deals!

Cloud 224

Cloud Scaling Investment Revenue 224

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 for information purposes and should not be construed as an investment recommendation.

Cloud 177

Cloud Software Benchmarks Retention 177

SaaStr

NOVEMBER 25, 2022

Scale-ups are exciting. Scaling to satisfy customers’ demands depends on innovation and foresight combined with enterprise-ready technology and the right partners. On top of considerable dedication, creating a scale-up requires a functional edge—a unique and unreplicable capability compared to the players in the industry.

Scale 214

Scale Scaling Marketplace as a Service Entrepreneurship 214

Intercom, Inc.

JULY 28, 2022

And for Intercom’s VP of Sales EMEA, Sanj Bhayro , scaling is just what you need to invest in to ensure growth becomes as constant and linear as it can be. By the time he left to join Google Cloud as EMEA VP of Operations and Customer Growth, Salesforce had around 17 billion dollars in revenue and almost 50,000 employees.

Scale 210

Scale Scaling Sales Hiring Sales Recruiting 210

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 221

Investment AI Cloud Scale 221

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. Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. Some guideposts to guide to at scale. #4. A few top takeaways: #1.

Investment 231

Investment SMB Acquisition Cloud 231

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. Rocketed to Almost 20% Non-GAAP Operating Profit Like almost every public SaaS and Cloud leader. 7,770 Employees. How about you?

Scale 232

Scale Cloud Pricing Scaling 232

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 220

Scale Pricing Scaling Cloud 220

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Investing in growth is not only normal, is essential. But there’s a downside to investing in growth: FCF is generally negative. Here’s a great graphic from the Scale Ventures team on Box’s transition.

Cloud 130

Cloud Software Sales Hiring Scale 130

SaaStr

DECEMBER 14, 2023

What’s your most recent disclosed investment? What’s your sweet spot for investing — check size, stage, type of deal? Bessemer’s typical growth stage investment is $20 million+ for series B+, but we invest through pre-IPO. What’s different about your fund / how you invest and support founders?

Venture Capital 209

Venture Capital Benchmarks Cloud compliance 209

Clouded Judgement

JULY 14, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. My guess is there are quite a few private companies who have IPO scale (ie >$200m LTM revenue). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! consensus) and 0.2% consensus) Core Inflation: 4.8%

Cloud 130

Cloud Metrics Scale Software 130

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q2 Source: company filings and Pitchbook consensus estimates Historically, the median beat of consensus estimates is closer to ~4%. Past performance is no guarantee of future performance.

Cloud 169

Cloud Software Benchmarks Retention 169

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 189

Scale Scaling Revenue Enterprise 189

SaaStr

JANUARY 23, 2023

With the BVP Cloud Index down 40%+ from a year ago , and many of the top Cloud leaders trading for as low as 5x ARR, it’s just hard to justify a later stage $300m-$400m valuation round these days, let alone a true unicorn round. A great deep dive on later-stage SaaS investing here: And look venture is a mess today.

AWS 296

AWS Venture Capital Finance Cloud 296

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q4. This quarter more than half of cloud software businesses missed next quarters consensus. They do this to set themselves up to consistently beat estimates, demonstrating momentum.

Cloud 161

Cloud Software Benchmarks Retention 161

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. At $4B of revenue of scale. SaaS is profitable at scale. SMB growth in Cloud and SaaS is still going strong! Huge investment in marketing.

SMB 294

SMB Cloud Scaling Investment 294

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? Go long, invest long. It’s now at a stunning $1.5 We’ll see. #2.

Scale 174

Scale cloud efficiency Cloud Business Model 174

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 265

Technical Review Scale Management Sales Hiring 265

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 231

Scale Cloud Scaling Churn 231

SaaStr

MARCH 7, 2024

What’s your most recent disclosed investment? What’s your sweet spot for investing — check size, stage, type of deal? For over two decades, Creandum has specialized in early-stage investing, Seed and Series A. Some of our most notable investments include Spotify, Klarna, Bolt, Neo4j, Pleo or Factorial.

Payments 197

Payments Payment Services Payment Solutions Scale 197

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q1. 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 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q3. This quarter more than half of cloud software businesses missed next quarters consensus. They do this to set themselves up to consistently beat estimates, demonstrating momentum.

Cloud 130

Cloud Software Review Software Benchmarks 130

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 255

Scale Cloud Subscription Payment Features 255

SaaStr

JULY 27, 2023

to the firms that send over a dozen of their Partners and Associates — everyone who invests in SaaS has a presence at SaaStr Annual. From the Founding Partners, Managing Directors and big name SaaS VCs who grace the stage.

Venture Capital 187

Venture Capital Banking Cloud Investment 187

SaaStr

APRIL 4, 2019

Join us for a fireside chat between Google Cloud and Zenoss, a leader in software-defined IT operations, as we discuss the most common and emerging challenges facing SaaS companies today for both technical and non-technical backgrounds. Eyal Manor – VP, Engineering @ Google Cloud. Want to see more content like this session?

Cloud 168

Cloud Scale Trends Machine Learning 168

SaaStr

APRIL 5, 2023

All in the Cloud! I fell so in love with support automation, when I invested, I did a ton in support, from Talkdesk (first VC), to Front, to Gorgias (#1 e-commerce contact center) to MaestroQA and more. Slowly driving up ARPU core metric at scale, but challenging with low NRR. Back in the day, it was a magical app. A lot less.

Scale 235

Scale AI Scaling Enterprise 235