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Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Net new ARR added was down 28% from Q1 last year.
There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. We are modernizing a massive and technologically underserved industry—an industry commonly referred to as the “trades.”
Every week I’ll provide updates on the latest trends in cloud software companies. In AI terminology, “generalizing” refers to a model’s ability to apply learned knowledge to new tasks or unseen data. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
The Trust Shift : More enterprises are now hosting directly with model providers (OpenAI, Anthropic) rather than going through cloud providers—a complete reversal from last year when enterprises preferred cloud provider intermediaries for trust and compliance.
But the clouds are rolling in for open source companies (pun intended). Today, open source software faces an identity crisis: what does it mean to be an open source company in the cloud? On the other hand, the future is in cloud. But what does it mean to be open source in the cloud? It’s enterprise-first selling.
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.
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.
In my opinion, the most informative and useful SaaS content “speaks for itself” and is well suited for future reference. Just like David Sacks’ SaaS Org Charts talk + slides , this Battery slide on the evolution of PQLs versus MQLs by company stage is a great standalone reference point. #3
The B2B SaaS companies everyone has been waiting for are finally filing and preparing to go public: Already Filed (2025 IPOs Highly Likely) Figma – Cloud-based design platform, confidentially filed April 2025. What we’ve seen so far is just the warm-up act. Last valued at $12.5
These investors include large mutual funds and hedge funds (who I’ll refer to as institutional investors), who are buying as much as 10-15% of the total offered shares from the IPO. ” This DOES NOT refer to market cap or any sort of valuation. It is often quite long. If your immediate reaction is “Wow!
Cloud web hosting could be the right choice for you. Unlike traditional web hosting, where you purchase a set amount of resources like bandwidth and RAM on a single server, cloud hosting spreads your website’s needs across a massive virtual server that lives on hardware in data centers all over the world. Scalability.
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. Creating a Data Moat A “data moat” refers to a unique and defensible data set providing competitive advantage. Everyone is trying to DIY without knowing how.
Benioff references the famous phrase that “people overestimate what will happen in a year and underestimate what will happen in a decade” with respect to AI workforce transformation. However, he cautions that large-scale workforce changes take time at many older enterprises and at true enterprise scale.
But, with up to 1 million ISVs crowding the $528 billion cloud services market by 2027 , vying for the most strategic route to meet your customers’ demand depends entirely on how well an ISV navigates the ins and outs of channel sales. To assist you with this all-important self-assessment, CloudBlue is introducing our Channel Maturity Scale.
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. ” 3 months later, what happened to those green shoots? So we’d expect the YoY growth rate to pick up in Q3 ‘23.
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. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020.
Every week I’ll provide updates on the latest trends in cloud software companies. Congrats to Box for being the only positive returning cloud software stock of the year! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! And that’s a wrap for 2022!
There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our cloud-based platform enables a modern and expanded approach to finance and EPM, which is sometimes also referred to as corporate performance management, or CPM.
Q2 earnings season for cloud businesses is now behind us. Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off).
Q4 earnings season for cloud businesses is now behind us. Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off).
We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. For example, a gaming company might build an app on a classic cloud stack on AWS and offer a decentralized peer-to-peer NFT exchange. At the time, it made sense. But not anymore.
Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: How to Do a Reference Check in 60 Seconds Building a Global SaaS Empire: 5 Bets That Paid Off with Freshworks How to Be a Much Better Sales Executive in About 60 Seconds Salesforce, Samsara, Monday and More: “Layoffs are Over.
Q2 earnings season for cloud businesses is now behind us. Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off).
UK communications regulator Ofcom has published an interim report that proposes the cloud infrastructure market be referred to the UK’s Competition and Markets Authority (CMA) due to concerns around a decline in competition.
Cloud and ecommerce may end soon, but it hasn’t ended yet. 45,800 partners referred a customer to Shopify in the past 12 months, up 73%. — that we’re already at $4B in ARR. Enough has changed that it’s worth doing another deeper dive. 5 Interesting Learnings: #1. The Covid Boost for SaaS.
It’s a time when SaaS and Cloud spend are also at record highs , and many Cloud leaders are still growing at strong rates … yet many startups have stopped growing at all. Reference other great investments they’ve made, and why they are similar. So 2023 is a unique time in venture fundraising. But hiding both doesn’t help. #3.
Q1 earnings season for cloud businesses is now behind us. Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off).
60% of respondents cited their top barriers to buying were a lack of credible content, references, or reviews. . Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. Industry experts.
Q3 earnings season for cloud businesses is now behind us. Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off).
As the Cloud expansion continues its unprecedented run, we’re seeing more and more 20+ years young SaaS companies get acquired for $1B+ and/or IPO. So ON24 isn’t necessarily as easy to deploy as other solutions. But that may be OK for their core use cases. 23 Years (!) to IPO and $200M in ARR. That’s quite a long path.
But he’d just come from his first sales job — at a product that was even harder to sell back in the day, cloud financials. With less support, fewer leads, less reference accounts, lower NPS, higher churn. His second sales job was with us at Adobe Sign / EchoSign, and he joined in a tough time. A product harder to sell.
While both offer cloud-based solutions—but they serve very different purposes. Vertical SaaS refers to software-as-a-service solutions specifically designed for a particular industry or niche. Horizontal SaaS Vertical SaaS Horizontal SaaS Target Audience Built for businesses in a specific industry or niche (e.g.,
This surging investment spans AI chips, cloud platforms, and smart software. Full-stack AI refers to the complete AI pipeline: from data collection and cleaning, through model training and MLOps, to deployment in applications. Compute Hardware: GPUs/TPUs and cloud/edge infrastructure for training and inference. poured $109.1
For example, Zoom, a cloud-based video conferencing platform, grew tremendously and emerged as one of the most prominent corporate success stories. They’re afraid the founder isn’t going to receive it well, and it’ll become a bad reference for them in the market. The recent downward movement.
Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. Today, 15% of active partners have referred 10+ startups to Zendesk. Ultimately, it was a little too complex for Zendesk to implement at the time. A free term.
M13 prides itself on clearly differentiating the way we operate and with our unique platform offering that we refer to as Propulsion. Karl is a tech investor, serial entrepreneur, and most well-known for building DigitalOcean from the ground up, which is one of the fastest-growing cloud infrastructure companies.
Vendors like you react at the same rate and come up with helpful applications for the cloud paradigm. A report commissioned by Cisco predicts that by 2019 a whopping 59% of all the cloud workloads would be attributed to SaaS activity. These numbers refer specifically to superstar companies with exponential growth patterns.
For any Cloud and SaaS Founders or execs seeking practical strategies and inspiration to stay ahead of the curve, this session’s for you. The six products/companies Kiren helped scale to $100M that he’ll reference in this playbook include: Bill, Cloudflare, Crowdstrike, Samsara, Snowflake, and Zscaler.
Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.
When a customer refers someone — be it a friend or family member — and the referred party makes their first purchase, both receive $5 off. Dropbox also implemented a successful referral program to reward both the referrer and the new user with additional cloud storage space. Source: Zenni. Source: Dropbox.
Games as a Service refers to games that operate without initial purchasing costs and instead, make their profits on subscriptions or in-game purchases. GaaS games can often be streamed directly from the cloud to a user’s device, which allows them to be accessed from anywhere, anytime. Cloud Gaming Services. Pay-to-Play.
There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.
I’m not referring to sophisticated reports or analyses but to the much more mundane question of what exactly people mean when they use a term like “revenues”. A related term from the accounting world is “Accounts Receivable” and refers to cash that is legally owed to you but which you haven’t received yet.
New SaaS funnel starts to satisfy and retain the user and make him refer your software. Funnel ends not when the sale is closed but when your customer refers you. Your very last goal is to retain your user, try to upsell him (Loyalty), and do your best to get referred (Advocacy). And SaaS companies are not exception.
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