Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting.

Cloud 349

Cloud AWS Data Analysis Benchmarks 349

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 236

Cloud Payments Software Review Payment Solutions 236

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

SaaStr

NOVEMBER 24, 2023

And yes, I know we can argue Databricks is neither really Cloud nor really SaaS. I’d argue that doesn’t much matter — its comparables are the Cloud and SaaS leaders). Canva image from here ) The post Canva and Databricks: The Two Big Potential SaaS / Cloud IPOs of 2024 appeared first on SaaStr.

Cloud 275

Cloud SaaS Enterprise Branding 275

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

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud 239

Cloud Azure AWS Engineering 239

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 295

Cloud Azure AWS Marketing 295

SaaStr

AUGUST 25, 2021

But the vast majority of the top SaaS and Cloud companies have shown top-tier NRR can scale forever. The post High NRR Can Scale Infinitely. Bill.com sells to SMBs and it also saw its NRR expand post-IPO. Zendesk’s NRR here: There will be exceptions, of course. Probably even to $10B+ in ARR. So there are no excuses.

Scaling 332

Scaling Investment Cloud Customer Success 332

SaaStr

SEPTEMBER 21, 2020

Our next big Digitial Event will launch next week, SaaStr Scale 2020 on Dec 8-9. But if you want to partner with us and sponsor Scale, and connect with 20,000+ Cloud founders, CEOs, and execs … get ahead of the line. Sponsor SaaStr Scale! We’re limited to about 10 core sponsors in the current format.

Scale 340

Scale Scaling Cloud 340

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. This episode is an excerpt from a session at SaaStr Scale. This episode is an excerpt from a session at SaaStr Scale. But with cloud computing spend, it’s concentrated typically with one primary vendor. Rico Mallozzi, Sr.

Scale 191

Scale Marketplace as a Service Cloud SaaS Payments 191

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 11, 2024

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. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth.

Cloud 177

Cloud Software Azure AWS 177

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 292

Technical Review Cloud Software Review Technology 292

SaaStr

DECEMBER 11, 2020

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. By doing so effectively, you can unlock a path to scaling profits. appeared first on SaaStr.

Scale 276

Scale Scaling Marketplace as a Service Cloud 276

Intercom, Inc.

MAY 25, 2022

We are building for the long term – that means ensuring reliability by default, and the ability to accommodate massive scale as we grow. . As these existing customers have grown, and we’ve welcomed bigger and bigger customers, we’ve always focused on saying yes to scale. . We’re growing alongside our customers. Can Intercom do that?

Scaling 252

Scaling AWS Software Review Technical Review 252

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.

Cloud 161

Cloud Scale Pricing Revenue 161

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 308

Cloud Scale SaaS Acquisition 308

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! However, it’s also one of the most loosely used metrics, and is frequently misused.

AI 183

AI Revenue Cloud Technical Advisors 183

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 Challenge with SMB SaaS: High Growth Can Only Mask High Churn For Just So Long (Updated).

Cloud 248

Cloud Scale SMB B2B 248

SaaStr

NOVEMBER 28, 2023

Overall, the BVP Nasdaq Emerging Cloud Index is up 22.97% this year. I went further and put together a quick list of 25+ SaaS and Cloud leaders to see how their share prices are doing. 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.

Cloud 235

Cloud Scale SaaS Pricing 235

SaaStr

JANUARY 24, 2024

Mark Roberge , SaaStr fan-favorite and Co-Founder and Managing Director of Stage 2 Capital brought together some of the top CROs in SaaS during the SaaStr Annual to share some of their greatest learnings and pivotal moments leading some of the Cloud 100 SaaS companies. It’s better to find the best ICP to get to $5M-$10M and scale from there.

Scale 217

Scale Sales Hiring Scaling Revenue 217

SaaStr

NOVEMBER 25, 2022

Scale-ups are exciting. Scaling to satisfy customers’ demands depends on innovation and foresight combined with enterprise-ready technology and the right partners. On top of considerable dedication, creating a scale-up requires a functional edge—a unique and unreplicable capability compared to the players in the industry.

Scale 214

Scale Scaling Marketplace as a Service Entrepreneurship 214

SaaStr

MARCH 16, 2021

We’ve used various bits of the BVP Nasdaq Index and metrics since they launched a few years ago to highlight trends in SaaS and Cloud. This week even after a pullback, public SaaS and Cloud companies are up an eve 1000% (!) SaaS and Cloud are up +1000% since 2013. since 2013. But does it even matter?

Cloud 305

Cloud SaaS Trends Metrics 305

Clouded Judgement

DECEMBER 21, 2023

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.

Cloud 177

Cloud Software Benchmarks Retention 177

SaaStr

SEPTEMBER 29, 2023

We’re so many years into the Cloud, and here we are at hundreds of billions in annual Cloud spend and growing at 6x over eight years. Acquisitions may make sense when: You’re buying a true winner or number two in a category that will be too hard to compete into that’s strategically critical, and you’ve got enough scale to pull it off.

Scale 222

Scale Scaling Startup Sales Hiring 222

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? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud 207

Cloud Azure AWS Scale 207

SaaStr

OCTOBER 16, 2021

Bessemer Venture Partners Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation in SaaS around the globe. Enter your email below for the latest SaaStr updates.

Cloud 234

Cloud Mobile Innovation Metrics 234

SaaStr

NOVEMBER 2, 2020

SaaStr Scale is our growth-focused event with the best lessons learned from CEOs, CROs, CMOS, CCOs, and much more on how to scale to $1m, $10m, $100m, $1B ARR … and beyond! MD Google Cloud. The post Gear Up — And Sign Up — For SaaStr Scale 2020 on Dec 8-9!! Hear from and meet: CEO Okta. CEO Airtable.

Scaling 244

Scaling Cloud Revenue SaaS 244

How To Buy Saas

APRIL 24, 2024

With the rise of cloud computing DevOps has gained a partner that has propelled its growth and reshaped the landscape of application development. This piece explores how DevOps and cloud computing work hand in hand to shape application development practices. Exploring the Connection Between DevOps and Cloud Computing 1.

DevOps as a Service 40

DevOps as a Service Application Development Underperforming Technical Team Cloud 40

Intercom, Inc.

JULY 28, 2022

And for Intercom’s VP of Sales EMEA, Sanj Bhayro , scaling is just what you need to invest in to ensure growth becomes as constant and linear as it can be. By the time he left to join Google Cloud as EMEA VP of Operations and Customer Growth, Salesforce had around 17 billion dollars in revenue and almost 50,000 employees.

Scale 210

Scale Scaling Sales Hiring Sales Recruiting 210

SaaStr

OCTOBER 24, 2021

“State of the Cloud with Bessemer Venture Partners” The most recent update on where the Cloud is — and is going. #2. “Hyperscaling At Scale with PagerDuty’s CEO, Jennifer Tejada” A terrific session with PagerDuty’s and Sendgrid’s CEOs on how to keep a growth engine … growing. #3.

VP of Engineering 236

VP of Engineering Cloud Scale Churn 236

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.

Cloud 191

Cloud Scale Payment Methods Payment Solutions 191

SaaStr

JANUARY 5, 2022

In 2015, SaaS cloud-based content management tool Box went public. We restructured all of our messaging around our Content Cloud to create a simplified go-to-market message that says what it does, and does what it says. At Box, we’ve found a lot of success in getting customers to adopt new features within Content Cloud.

Scale 252

Scale Scaling Sales Hiring Software Review 252

SaaStr

MARCH 21, 2021

“3 Reasons You Need Support Ops to Scale and How to Really Build It with Stripe and Assembled” Assembled brought this session together for SaaStr Build 2021 with the Head of Support Ops at Stripe. “The State of the Cloud: 2021 with Bessemer Venture Partners” Missed the 5th annual edition of State of the Cloud?

Cloud 255

Cloud Scale Customer Success Scaling 255

SaaStr

NOVEMBER 18, 2020

Session registration is now OPEN for SaaStrScale.com on Dec 8-9 , where the top CEOs, CROs, CMOs, CCOs, CPOs and more will teach you how to scale!! The post Session Registration is OPEN for SaaStr Scale!! Pick Your Sessions With Okta, Twilio, Google Cloud and More Before They Are Full! So sign up NOW for 2020 SaaStrScale.com.

Cloud 133

Cloud Scaling 133

SaaStr

NOVEMBER 24, 2020

Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen. Grab your seat for their 12:30 PM PST workshop on Scaling with Speed: How to Streamline Your Revenue Operations with Conga. Check out Twilio during their workshop on December 9 at 10:30 AM PST while they discuss Driving Services at Scale.

Scale 234

Scale Scaling Outsourced Development compliance 234

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. The post Thanks to Google Cloud for Startups, HiBob, Quotapath, Spendflo, and Toplyne for Sponsoring SaaStr Annual 2023!

Cloud 200

Cloud Scale Startup Sales Hiring 200