SaaStr

DECEMBER 31, 2024

We’re on the top 1% on Spotify overall and just added video there, and our YouTube has become a great stream of the best of the best in SaaS, Cloud and AI. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9. Top 10 Go To Market Mistakes Founders Make Again and Again with SaaStrs Jason Lemkin #10.

Cloud 258

Cloud AI Startup Trends 258

SaaStr

NOVEMBER 29, 2024

It’s not the crazy hiring market of 2021. And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. The post 5 Tips to Getting a Job in SaaS in a Tougher Market appeared first on SaaStr. I know for many, this seems a much harder time to find a new job What I can tell you is this. And better.

Sales Hiring 278

Sales Hiring Scale Marketing SaaS 278

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. They build organically, but also acquired their way into new products and markets. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development.

Cloud 188

Cloud Subscription Payment Features Pricing 188

SaaStr

FEBRUARY 6, 2025

Thread AI’s founder and Palantir alum Maya Gonimah has cracked the code on enterprise AI implementation through their strategic partnership with Google Cloud. Darren Mowrey (Google Cloud) Darren leads strategic partnerships at Google Cloud, focusing on helping startups scale their AI implementations.

AI 176

AI Cloud Enterprise Technical Review 176

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 334

Cloud Azure AWS Marketing 334

Clouded Judgement

JUNE 27, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Or at least, they don’t hold if you’re trying to build a breakout company… So many of these markets are still wide open. In a greenfield market, the first company to get real usage becomes the category. just faster.

Cloud 157

Cloud Sales Hiring Scale Investment 157

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up! Why was there such a sharp market reaction this week? Follow along to stay up to date!

Cloud 144

Cloud Banking Subscription Payment Features 144

SaaStr

NOVEMBER 3, 2024

The State of SaaS Go-to-Market with Theory Ventures General Partner Tomasz Tunguz #2. The Cloud Bubble Lasted About 18 Months. The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #2. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3. Top Posts: #1.

Cloud 268

Cloud AI SMB SaaS 268

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 157

Cloud AI Headcount Pricing 157

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 144

Cloud Data AI Investment 144

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 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

OCTOBER 29, 2024

It dominated a large section of the “on prem” call center market. The Cloud came, and leaders like Talkdesk and Dialpad emerged to take large market share, and older folks like RingCentral and Five9 also rolled out Cloud contact centers. To wait and see where the markets go, if multiple reflate.

AI 307

AI Cloud SaaS Investment 307

SaaStr

OCTOBER 16, 2024

So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. Even With a Big Enterprise Push for Years, 60% of Revenue Still From Mid-Market and SMB RingCentral closed 20 $1M+ TCV deals last quarter. Fast forward to today, it’s at: $2.43 ARR Now they have $1.5

Scale 278

Scale SMB Compensation Cloud 278

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. By applying enterprise-specific data to powerful language models, companies can unlock deeper efficiencies and maintain a decisive competitive edge in their markets. Subscribe now Share Clouded Judgement Leave a comment Top 5 Median: 19.9x

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. In these moments of peak uncertainty, markets like staying on the sideline waiting for more clarity. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Top 5 Median: 17.2x

Cloud 157

Cloud Forecasting Subscription Payment Features 157

Clouded Judgement

OCTOBER 11, 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! Subscribe now Budget Flush Coming?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Tom Tunguz

MARCH 13, 2025

It’s not to say software spending is slowing (it’s not), or that there aren’t fast-growing businesses (they thrive in the private markets). The median has never been lower in the last ten years. The dearth of IPOs since 2022 means high-growth companies just aren’t going public. When will it change ?

Software 173

Software Cloud SaaS Marketing 173

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

Clouded Judgement

JANUARY 28, 2025

Both have a market, and there are pros and cons and implications of each. End of the day, I think it’s a rising tide for all. No different in the real world - whether you’re buying a car or hiring an engineer, there are “budget” options and there are premium options.

Cloud 190

Cloud Scale AI Scaling 190

SaaStr

NOVEMBER 24, 2023

So the IPO market sort of, kind of, reopened a bit in 2023 — after being closed for 2 years for the most part. None really traded up, and for the most part, I think folks view their IPOs as a test around a brief market up-tick that didn’t taken. (And But for purposes of IPOs, tech multiples, etc. We’ll see.

Cloud 350

Cloud SaaS Enterprise Branding 350

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud 311

Cloud AWS Azure AI 311

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 144

Trends Cloud Subscription Payment Features 144

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 144

Cloud Software Subscription Payment Features 144

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. They also compete with Microsoft in a big way.

Cloud 303

Cloud Scale AWS AI 303

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. I do think LLMs will really help turbo charge these markets though, and finally make the solutions actually useful. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. Top 5 Median: 22.2x

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

OCTOBER 10, 2024

And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. Public SaaS and Cloud companies, and AI leaders like NVidia, have still generated a lot of cash for shares. Thomasz’ chart looks at the Top 10 public company acquirers by market cap. Epic times.

SaaS 306

SaaS Acquisition Cloud AI 306

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 231

Artificial Intelligence Government AI Cloud 231

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 299

Cloud Payments Software Review Payment Solutions 299

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Incrementalism vs Transformative Leaps Over the last 5-10 years, software markets have become increasingly crowded. Simultaneously, venture markets have expanded dramatically, contributing to this overcrowding.

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Some critics argue that it's deflationary—that by making it possible to do more with less, GenAI will shrink markets, particularly in software. I believe GenAI creates a very dramatic potential for software markets to EXPAND significantly.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Even if a new feature or model does not significantly increase immediate profits, releasing it may be necessary to maintain market share and prevent customers from switching to a competitor's newer offering. Follow along to stay up to date!

Cloud 288

Cloud AI Investment User Experience 288

SaaStr

APRIL 6, 2025

The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice Top Pods: #1. 10 AI Trends in SaaS Right Now with SaaStr CEO Jason Lemkin on LIVE SaaStr Workshop Wednesday #2.

Scale 176

Scale Software Review Marketing Cloud 176

SaaStr

SEPTEMBER 23, 2022

The unpredictable market has given rise to new trends and a new type of elite company, which Bessemer Venture Partners have dubbed the Centaur. Cloud Stocks Impacted by Macro Environment. Cloud 100 multiples have fallen in 2022 –– ARR multiples rose nearly fourfold from 9x in 2016 to 34x in 2021 and down to 30x in 2022.

Cloud 298

Cloud Benchmarks Trends Business Model 298

SaaStr

APRIL 13, 2025

The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. The Top 10 Learnings from Launching SaaStrs Own AI: What Every B2B Founder Needs to Know Top Pods & Vids: #1. Sales in the AI Era From the Top CROs with Sam Blond + Jason Lemkin #2.

AI 165

AI Scale Cloud Marketing 165