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Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2025 , down from $2.33
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.
Top SaaStr Posts of the Week: #1. “A Lot of Great Sales Leaders — Just Aren’t Great at Selling Anymore. And Why You Really Need a VP of Sales, and Not a CRO.” The Cloud Bubble Lasted About 18 Months. Dear SaaStr: What’s the #1 Reason You See Sales Reps Fail These Days? ” #2. appeared first on SaaStr.
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. From Zero to Hero: How to Dominate Outbound SaaS Sales with Rippling and Sam Blond #4. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9.
Want to know how to be better than 95% of the world in SaaS sales? The 2 simple edges in sales: #1. Be a True Product Expert 95% of the sales reps I talk to don’t even really understand the products they are selling. The founders though left the sales rep in the lobby at the customer. Honestly it’s easy.
. “Ramp: Actually, We’re Mostly Buying the Same Standard Stuff — HubSpot, Zoom, Slack, Zoominfo and Carta” #4. “My Best Advice for CROs/VPs of Sales That Are Ready to Be CEOs” #5. “5 Common Pieces of SaaS Advice … That Are Often Wrong” YouTube and Pod: #1. appeared first on SaaStr.
A little ways back Databricks VP of Sales Heather Akuiyibo joined SaaStr to share unexpected things that work well at Databricks GTM organization as well as some things that havent worked as well. Deep Dive: Unexpected Learnings Time Management as Competitive Advantage Most sales organizations guess how reps should spend their time.
Dear SaaStr: Do SaaS Companies Typically Pay Their Sales Reps a Bonus on Renewals? Simple answer: almost no SaaS companies pay sales reps on standard renewals. A deep dive on this and more with MongoDBs SVP of Sales Ops here: The post Dear SaaStr: Do SaaS Companies Typically Pay Their Sales Reps a Bonus on Renewals?
The Cloud Bubble Lasted About 18 Months. We Have Too Many Leads, And The Sales Team Doesn’t Want to Follow Up” And Top Videos and Pods: #1. “We We Have Too Many Leads, And The Sales Team Doesn’t Want to Follow Up” And Top Videos and Pods: #1. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3.
Every week I’ll provide updates on the latest trends in cloud software companies. SRE teams get alerts in Slack and kick off remediation IT teams respond to tickets Sales reps run deal threads Leadership teams share updates, decisions, context Slack is a goldmine of institutional memory and real-time workflows. And this matters.
The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin #4. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #5. . “What’s New at WordPress with Matt Mullenweg, CEO of Automattic and Co-Founder of WordPress” #3.
Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets.
Every week I’ll provide updates on the latest trends in cloud software companies. It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. SBC has become a much bigger issue in SaaS and Cloud the past 2+ years as the markets have focused on true efficiency and profitability. A reminder to not stay too reliant on direct sales as you scale.
The question isn’t whether AI will impact sales. It’s how quickly sales will follow support’s playbook. Their Service Cloud helps businesses “deflect 30% of cases” out of the box. Deflection While support deflection is mature, sales deflection is just beginning. The Goal Again?
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. Amazon: Net sales increased $21.4 With an operating loss of $480m on 7.3b
Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. For a hypothetical startup, a 60% reduction in infrastructure costs boosts sales efficiency by 11% & net income margin by at least 12%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous.
Every week I’ll provide updates on the latest trends in cloud software companies. Signal can come from many places (sales team notes, customer support tickets, etc) IT Incident Management: Similar to the security alert example. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.
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.
And yet, overall Cloud spend continues to grow to record levels. Their Cloud business is on fire. SAP expects to close the year out with their Cloud and SaaS businesses at a $15 Billion run-rate. And even at that scale, Cloudsales are growing a stunning 16% (!). Their $15 Billion Cloud Business is Accelerating.
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! But Sales & Marketing / CX is #2. But the next generation?
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?
And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. Then, ask yourself if you are truly still willing to work. However, it is true that it’s different today. Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today. In 2021, it was the opposite.
Every week I’ll provide updates on the latest trends in cloud software companies. In a world without venture capital (or other sources of external financing for startups), each company would have to grow solely based on the merits of their product and sales. An example of a platform shift is the creation of the cloud.
So a little ways back Lightspeed Venture Partners put out a new report on 154+ venture-backed cloud start-ups. But its a reminder to get patient with sales cycles on longer deals. A related post here: Dear SaaStr: How You Deal With Long Sales Cycles, E.g. 7-8+ Months? Full report here. You can bring them in for sure.
The post New SaaStr Annual Speakers Alert: CROs of Rippling, Checkr and DeepL; CBO of Stripe; Bessemer’s State of the Cloud: AI Edition appeared first on SaaStr. And so, so much more!! See everyone in SF Bay, Sep 10-12 at SaaStr Annual 2024 !
We’ll connect over poker, food, drinks and more: 200+ top Cloud, SaaS and AI CROs and VPs of Sales with 150+ top Cloud, SaaS and AI CEOs and founders Note: you must be at $1m ARR or above to apply, and you must be an exec or founder of a software company (no service providers or agencies or consulting firms, etc.
The B2B Reality : You’re no longer selling to innovation teams with small budgets—you’re competing for the same enterprise IT dollars as traditional software, which means enterprise sales cycles, security requirements, and procurement rigor are now table stakes.
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.
The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. Channel sales have become stronger. I’m adding Cloudflare to the list of tracked companies for this series.
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.
So no question many folks, especially selling sales and marketing tools, are having a pretty tough time of it. Overall, the BVP Nasdaq Emerging Cloud Index is up 22.97% this year. But still a reminder, quietly, this isn’t too bad a year or a time for many SaaS and Cloud leaders. But not everyone. Not by far. Not all.
The Problem: Rubrik’s platform handles data across data centers, cloud VMs, databases, object storage, and SaaS applications. Go-to-Market : Use dedicated incubation teams before scaling to core sales 4. When security incidents occur, IT personas often lack the knowledge to respond effectively.
Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! VIP Networking app for B2B founders and execs attending (no service providers, sorry!) And the VCs that want to fund them!
With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.
Nvidia, Google Cloud, Azure, etc. Only 21% of Salesforce’s Revenue is from … Sales This has been true for many years, but it often comes as a surprise to those that don’t know the company as well as they know its CRM. #2. But how about 2026+? We’ll see. Salesforce Growth: FY26 $40.9B (guidance) FY25 $37.9B
So 2023 was a strange year, with many of the biggest, public Cloud and SaaS leaders on a tear, from Microsoft to Cloudflare to Palantir, but so many startups and especially those in traditional B2B struggling to grow. For some, sales is easier these days, at least a bit. Some are benefitting from AI, Cloud growth, and more.
Only about half of you are actually adding to your sales team next year: Times certainly are strange these days. And yet … so many leaders in SaaS and Cloud are still growing at epic rates. And perhaps that ties to the data above: 16% of folks are shrinking their sales team. 33% of folks are keeping their sales team flat.
Beyond Traditional Boundaries: Rippling’s Three Clouds What makes Rippling fascinating as a compound startup is how it has expanded far beyond its initial HR focus. The company now has three distinct “clouds”: HR Cloud : Traditional HR and payroll functions. This pendulum swing requires constant rebalancing.
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. In fact, 58% of you say sales cycles are even longer this year. The post 58% of You Say Sales Cycles Are Even Longer in 2024 appeared first on SaaStr. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. More B2B2C there.
QuotaPath is the most adaptable compensation solution to bring Sales, RevOps, and Finance all on the same page. Toplyne is the behavioral lead scoring platform used by companies like Vercel and Canva to generate sales pipeline from their self-serve funnel. Companies waste up to 30% of their SaaS spend. appeared first on SaaStr.
In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice Top Pods: #1. The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. But Wont Be Profitable Until $125 Billion in Revenue, Per Bloomberg #5.
It’s tougher times for many, job hunting is tougher, and in general meeting the best of the best in SaaS and Cloud IRL is more valuable than ever. To network, meet hundreds of great VPs of Sales, CROs, founders, and more. These are sales execs after all! The post 4 out of 800 Sales Execs Raised Their Hand. A gift, IMHO.
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