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Revenge of the SMB: Zoom & Shopify Got Even More SMB at $4B ARR, Not Less

SaaStr

So many curious things have happened as Cloud and SaaS companies have exploded to $2T+ in market cap. Another is a related challenge to the idea that SMBs, since they don’t pay all that much, sort of “max out” These rules are still true in many cases. As Shopify crossed $4B ARR, it actually got a bit more SMB.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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. For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs.

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Top SaaStr Content for the Week: Y Combinator, Mark Roberge, State of the Cloud 2022 and lots more!

SaaStr

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). The post Top SaaStr Content for the Week: Y Combinator, Mark Roberge, State of the Cloud 2022 and lots more! I Mean, It’s Crazy.

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The 5 best SMB storage clouds

IT World

I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. They're great, but for many, they're overkill.

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5 Interesting Learnings from Okta at $2.5 Billion in ARR

SaaStr

So Okta is one of our favorite SaaS and Cloud leaders. Much, Much, Much More Efficient Than 12-24 Months Ago The story of almost every Cloud leader. But like many SaaS and Cloud leaders today, the bigger ones are still growing faster. The story is super inspiring. Then, they brought out a competing product :).

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 6.2.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. ” From Okta: “We're seeing increased macro headwinds on our business, most notably with new business across SMB and enterprise. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Dispersion!

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