Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. The question on everyone’s mind - when will we see software re-accelerate? The real headwinds to software (tougher expansion, longer sales cycles / procurement, slower new business, budget crunches / RIFs, etc) started last August.

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Cloud Software Benchmarks Scale 161

Clouded Judgement

MARCH 8, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Either way - they ended up performing much better than their initial guide, and ultimately their stock was one of the top preforming software companies in 2023 (they were up >100%). Subscribe now Share Clouded Judgement Leave a comment

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Cloud Revenue Subscription Payment Features 161

SaaStr

NOVEMBER 6, 2023

If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday , things are pretty, pretty good, if in some ways still harder than before. If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. With some big caveats.

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Merchant Services Azure Software AWS 271

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%.

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Cloud Software Benchmarks Retention 169

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. Less than half of the software universe is guiding above consensus, and the median guide has gone from ~2.5% As you can see from the data below most cloud businesses beat the consensus estimates for Q4. At the same time, forward guides are also weakening.

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Cloud Software Benchmarks Retention 161

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. 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.

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Cloud Azure Headcount Software Review 228

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). One one hand - the economy added >400k jobs in January and retail sales grew 3% month-over-month, both above expectations.

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Cloud Subscription Payment Features Revenue 130

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. Some software companies also have seasonality in the “payback.”

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Cloud Software Review Software Benchmarks 130

Clouded Judgement

NOVEMBER 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Inflation Update This week software stocks shot up on lighter than expected inflation figures for October. Sales during November have turned higher as unseasonal weather abated and we kicked off holiday events.

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Cloud Subscription Payment Features Trends 152

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Starting with the cumulative net new ARR added across the software universe. Meanwhile, FCF margins stayed quite strong, with a median Q2 FCF margin of 12% Sales efficiency also dramatically improved in Q2.

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Cloud Software Review AWS Trends 169

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. “New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side.

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Cloud Trends Azure GCP(Google Cloud Platform) 130

How To Buy Saas

APRIL 29, 2024

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

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Systems Review Software Review Cloud Software 52

Tom Tunguz

APRIL 2, 2021

Open source software marries the decentralized community of the Internet with the ambition to build great things. 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?

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Cloud Sales Hiring Banking Enterprise 271

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models.

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Cloud Sales Hiring AI Headcount 130

Clouded Judgement

NOVEMBER 18, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. This week I saw the below tweet and it got me thinking - can you beat the market investing in software businesses at a >10x NTM revenue multiple? Subscribe now Share Clouded Judgement Leave a comment That’s just over 51%.

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Cloud Pricing Investment Revenue 130

Clouded Judgement

JUNE 2, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. From SentinelOne: “Macroeconomic pressures continue to impact deal sizes, sales cycles, and pipeline conversion rates. This represents the majority of the software universe. Follow along to stay up to date! Dispersion!

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Cloud Trends SMB Subscription 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS). Follow along to stay up to date!

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Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

DECEMBER 23, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Weakness in Software We’re now through Q3 earning season. After going through the data I wanted to highlight 4 data points that show some initial weakness in software fundamentals creeping in. Follow along to stay up to date!

Cloud 130

Cloud Sales Hiring Trends Subscription 130

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. Sales tools seem under more pressure right now than infrastructure, for example. Sales tools seem under more pressure right now than infrastructure, for example. The post Gartner: Business Software Spend Still Forecast to Rise 11.3%

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Forecasting Artificial Intelligence Software Business 248

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Retail sales / PPI also came in very hot, supporting the “strong consumer” narrative. Datadog Quarter Datadog is one of the software darlings. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure Revenue Subscription 130

Clouded Judgement

JUNE 23, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I posted a longer recap that you can find here , but wanted to highlight a few trends around growth, net retention, sales efficiency and FCF margins. On sales efficiency (I use gross margin adjusted CAC payback), we saw a huge spike in Q1.

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Trends Cloud Retention Subscription 130

SaaStr

MARCH 31, 2022

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.

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Scale Marketplace as a Service Cloud SaaS Payments 209

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

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Software Review Software Azure Cloud 208

SaaStr

AUGUST 10, 2020

At the recent SaaStr:Enterprise event , almost 100,000 of you across all social media tuned into to hear 20+ enterprise Cloud leaders sharing what they’re hearing, seeing … and doing differently. I particularly loved how he simplified what’s going on in Cloud right now. CIOs are buying: Collaboration software.

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Software Social Media Cloud Enterprise 298

Tom Tunguz

MAY 31, 2022

A broad software buyer index would be the best metric to understand how buyer preferences are changing across the market. Large SaaS and IaaS vendors are precisely that: indexes of software buyers. Google Cloud Platform. Google Cloud Platform. Fortunately, it exists. Palo Alto Networks. Salesforce. Service Now.

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Azure Software Startup Cloud 199

SaaStr

MAY 22, 2024

OK Gartner is NOT a SaaS or Cloud company. Its research and reports in enterprise software are critical. About $1m Quotas for 5,000 Sales Reps Gartner is split into two divisions, and interestingly, both have quotas of about $1m per rep. #2. And … 92% of its revenue is from subscriptions. And its very profitable.

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Revenue Enterprise Cloud Pricing 215

User Pilot

MAY 7, 2024

Frustrated trying to design interactive software walkthroughs that drive activation? TL;DR A software walkthrough is the process of guiding users through the main features and processes of a software product. Use walkthrough software to create flows that educate and encourage users to complete tasks. interactive guides.

Software Review 104

Software Review Software Onboarding Engagement 104

Nimble - Sales

JANUARY 5, 2021

The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog. The industry is as exciting to be part of as it is ridden with all sorts of challenges, big and small, including lack of skilled talent, cybersecurity issues, lack of agility, outsourcing […].

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Cloud Engineering Software Development Outsourced Development Engineering 116

Audacix

DECEMBER 3, 2022

The same problems affect companies that rely on Software-as-a-Service (SaaS) applications. Ensuring data security in the cloud is the responsibility of all parties involved. Ensuring data security in the cloud is the responsibility of all parties involved. However, cybercriminals also don’t sleep.

Cloud 52

Cloud Software SaaS Software Development 52

SaaStr

JANUARY 8, 2021

In this guide, Sahir Azam, Chief Product Officer at MongoDB, and Javier Molina, SVP at MongoDB, share their journey to increasing company revenue through their cohesive sales and product relationship. When sales and product work together, amazing things happen. Inside Sales. Enterprise Field Sales. Transition to SaaS.

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Scale Sales Cloud Enterprise 262

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

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Cloud Scale Payment Methods Payment Solutions 196

IT World

APRIL 26, 2023

Increased revenue across Microsoft’s cloud computing, Office software, and server segments have helped the tech giant see its net income reach $18.3 Server products and cloud services both saw revenue growth of 17%, with Azure revenue up 27%, while Office commercial products and cloud services revenue also grew by 13% this quarter.

Cloud 75

Cloud Azure Subscription Payment Features 75

Tom Tunguz

APRIL 1, 2024

At $784m in ARR, growing 47% with 130% net revenue retention across 6100 customers, the company should be one of top 10 fastest growing software companies alongside Klaviyo, ZScaler, & Crowdstrike - in ARR terms. & why would a software company run negative contribution margins? But overall revenue is growing 4.5%

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Data Subscription Payment Features Cloud 191

SaaStr

MAY 5, 2022

What are some of the foundational ways sales leaders can think about building their sales teams as their company continues to expand and grow? There’s no shortage of ways to tackle this challenge, but one thing is clear: build sales teams thoughtfully and intentionally. Principle #1: Ownership is Key.

Scale 227

Scale Sales Hiring Scaling Sales 227

Neil Patel

SEPTEMBER 2, 2020

Enter… modern-day accounting software. However, choosing the best accounting software isn’t easy, thanks to the thousands of options on the market. This article covers how to choose the right software, the different types of software, and my top five recommendations. Let’s get started! Mobile accessibility.

Payment Solutions 145

Payment Solutions Software Review Software Payment Services 145

SaaStr

JUNE 2, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. which makes America’s dominant sales-tracking software, puts a lot of faith in his gut” “As of March, Google worked with roughly 121,000 temps and contractors around the world, compared with 102,000 full-time employees”. “The

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Cloud Machine Learning Artificial Intelligence Software 133

SaaStr

DECEMBER 21, 2022

And my old division of Adobe, Document Cloud, is growing 21% at $2.4 Document Cloud revenue was $2.38 This is how software companies used to work. #2. A reminder to go global in software! #3. One of its oldest products and divisions, Document Cloud, is growing the fastest. Creative Cloud crossed $10B in ARR.

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Scale Cloud Subscription Payment Features 266