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 190

Scale Marketplace as a Service Cloud SaaS Payments 190

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

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 238

Cloud Payments Software Review Payment Solutions 238

SaaStr

AUGUST 22, 2021

Recently Bessemer Venture Partners did another great deep give on Cloud metrics at the Cloud 100. They’ll update their classic “State of the Cloud” on Sep 27-29 at SaaStr Annual 2021 in the SF Bay Area so come join us there for the latest! SaaS is scaling faster than ever. But the next generation?

Cloud 309

Cloud Scale SaaS Acquisition 309

SaaStr

NOVEMBER 24, 2020

Thanks to our partners and sponsors we have been able to take our events digitally – bringing together SaaS industry experts from across the world. Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen. It is the last SaaStr event of 2020 and it sure has been a wild ride. Freshworks.

Scale 235

Scale Scaling Outsourced Development compliance 235

SaaStr

JANUARY 5, 2022

In 2015, SaaS cloud-based content management tool Box went public. Especially with the coronavirus pandemic, Box—like many other SaaS companies—saw a decline in growth year over year. At Box, we’ve found a lot of success in getting customers to adopt new features within Content Cloud. Master your messaging.

Scale 253

Scale Scaling Sales Hiring Software Review 253

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

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

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

SaaStr

JULY 14, 2023

We’ll have 12,000+ of the best in SaaS and Cloud all coming together to share, scale, and learn. We’ll have over 100 of the leaders in SaaS as sponsors, from Salesforce to Expensify, from Google Cloud to G2, and so much more! Need leads? The post Need Leads? Want pipeline influence?

Scale 192

Scale Cloud Branding Scaling 192

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 many SaaS companies just run out of new customers by $100m ARR or so.

Scale 233

Scale Cloud Scaling Pricing 233

SaaStr

NOVEMBER 3, 2023

Want more leads, pipeline, influence, and awareness in 2024? Leading Public Cloud Company: “We got 110 qualified opportunities and converted 40 to sign-up for our offer. ” Public Fintech #2: “Our sales team walked away with over 100 qualified leads. .” Our prospects were there.

Scale 213

Scale Payments Payment Services Payment Solutions 213

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 187

Scale Scaling Revenue Enterprise 187

SaaStr

FEBRUARY 1, 2022

We’ve been doing the 5 Interesting Learnings at SaaStr for quite a while, looking at many of the public SaaS leaders and pulling out the top learnings for founders and SaaS execs. And that challenge some of your assumptions on how to scale. 60% of Asana’s customers come from self-service, 40% from sales.

Scale 335

Scale SMB SaaS Scaling 335

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 291

Technical Review Cloud Software Review Technology 291

SaaStr

OCTOBER 2, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Why Your Cost of Sales Generally Doubles As You Scale. State of the Cloud 2022: The Centaur Report With Bessemer Venture Partners (Pod 593 + Video). The Best in SaaS Are Just Growing Faster Than Ever. I Mean, It’s Crazy.

Cloud 249

Cloud Scale SMB B2B 249

Tom Tunguz

JUNE 7, 2023

Why will web3 companies dress like SaaS mutton? The cloud (web2 software & infrastructure) has captured 40%+ of a $1.5t But web3-to-web2 sales must be the future for companies to scale. In the mid-2010s, every web1 company became a web2 company. This time it’s different. annual spend on software.

Blockchain 266

Blockchain SaaS Scale Cloud 266

SaaStr

OCTOBER 8, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: How Is AI Impacting The SaaS Landscape with a16z GP Kristina Shen What To Do if Your TAM is Too Small for VCs Making Less, But Working Less. Is It Part of the New World of SaaS? Top Podcasts This Week: 1. appeared first on SaaStr.

Scale 247

Scale Sales AI Startup 247

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

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Follow along to stay up to date! It largely has to do with what I described above.

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

APRIL 27, 2023

So whether you’re starting out, building your startup, or scaling up to meet the needs of consumers, business, and society, we connect you with the right people, products, and best practices to help you thrive and grow. QuotaPath is the most adaptable compensation solution to bring Sales, RevOps, and Finance all on the same page.

Cloud 199

Cloud Scale Startup Sales Hiring 199

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.” Subscribe now Share Clouded Judgement Leave a comment

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. Top 5 Median: 17.4x

Cloud 161

Cloud Scale Revenue Pricing 161

Intercom, Inc.

DECEMBER 5, 2019

? ?. Over a few decades, SaaS has evolved from a lofty concept to an integral part of the modern business landscape. In many respects, it’s now almost impossible to envisage a work environment that doesn’t rely on a SaaS product in some shape or form. Building successful SaaS companies in a rapidly evolving market.

Scale 118

Scale Scaling Artificial Intelligence Business 118

SaaStr

APRIL 17, 2024

But now a second SaaS security leader has filed to IPO, Rubrik. They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. Is this the new bar to IPO in SaaS? New Customers Still Growing 22% at Scale. Since then, we’ve had just one — Klaviyo.

Scale 222

Scale Pricing Scaling Cloud 222

SaaStr

DECEMBER 13, 2023

They’re at almost $500m in ARR, with 1,850 customers, now growing a modest but steady 19% and they have gotten pretty efficient, like most other public SaaS and Cloud leaders. nCino has flipped the switch like many other public SaaS and Cloud companies and gotten to positive operating margins (and cash flow) in just 1 year.

Scale 294

Scale Banking Acquisition Cloud 294

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 177

Cloud Software Azure AWS 177

SaaStr

DECEMBER 3, 2023

SaaStr 704: CRO Confidential: The Hangover’s Over: 5 Ways to Get Your SaaS Revenue Back On Track with Gong’s SVP Sales, Jameson Yung, and Sam Blond, Partner at Founders Fund     3. SaaStr 702: Hitting Hypergrowth: How to Take Your SaaS Company from $25M to $100M+ and Beyond with Amplitude CEO, Spenser Skates  4.

Scale 210

Scale AI Sales Startup 210

SaaStr

FEBRUARY 23, 2024

And then in 2022, the markets crashed hard in SaaS. Since then, overall, SaaS multiples have stayed relatively low, at 6x ARR on average — for public SaaS companies. Almost every public SaaS leader has strong, positive operating margins now, often approaching 20% or more. But SaaS and Cloud keep growing.

SaaS 199

SaaS Cloud Scale Engineering 199

SaaStr

OCTOBER 24, 2021

Top Blog Posts This Week: Dear SaaStr: What Do The Top 1% of Sales Reps Do … That The Other 99% Don’t? At the Top SaaS Companies, Founder-CEOs Own ~15% at IPO. 5 Tips To Minimize “Churn and Burn” Behavior in Your Sales Team. 5 Tips To Minimize “Churn and Burn” Behavior in Your Sales Team.

VP of Engineering 235

VP of Engineering Cloud Scale Churn 235

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Or at least, maybe like many, tougher times meant holding the line on costs and people, leading to even more efficiency. But at scale, even the slightly less long version of the tail is where the money is. And if so, maybe that’s Digital Ocean. Churn Stable.

Scale 219

Scale AWS Azure Cloud 219

SaaStr

FEBRUARY 4, 2024

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: 3 Big Changes in Running SaaS Companies in 2024 My Best Advice for 2024: Work Harder To Really Scale, You Need $1M on Your Balance Sheet for Every $2M in ARR How Long Does It Take to Close an “Average” Deal in SaaS?

Scale 194

Scale SaaS AI Enterprise 194

SaaStr

MARCH 11, 2022

Was the “Covid Boost” in Cloud multiples just an anomoly? Put differently, if you look at multiples of revenue for top SaaS and Cloud companies above from 2014-2022, you could come to one of (at least) two conclusions today: Conclusion #1: Q2’20-Q4’22 Cloud Revenue Multiples Were a Covid Anomaly.

Scale 258

Scale SaaS Cloud Pricing 258

SaaStr

JULY 14, 2022

What started as a simple WordPress blog in 2012 has now become the world’s largest community of SaaS executives, founders, and entrepreneurs. We do that with a combination of industry-leading content and community connections. And SaaStr Europa brings 2,500+ SaaS execs, founders, and VCs together to Europe every summer.

Scale 273

Scale Sales Recruiting CTO Hire New CTO 273

SaaStr

JUNE 1, 2023

We’ll see 2,500+ of the best SaaS founders, execs, and VCs NEXT WEEK June 6-7 at 2022 SaaStr Europa ! Make is the leading visual platform for anyone to design, build, and automate anything – from tasks and workflows to apps and systems – without coding. Grab tickets here. SAP for Startups? It’s an unexpected story!

Scale 186

Scale Payments Payment Solutions Artificial Intelligence 186

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? And it’s gone much more aggressive in its sales motions.

Cloud 210

Cloud Azure AWS Scale 210

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Seat Contractions Have Brought NRR Down From 120% to 111% While 111% NRR is still quite an engine at this scale, the drop in NRR from seat contractions explains a good chunk of the headwinds Okta has seen. #2. Way, way too many startups focus 100% on direct sales.

Fractional VPE 208

Fractional VPE Part-Time VPE Scale SMB 208