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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

As buyers grapple with expanding technology, higher prices, and a need for efficiency, SaaS companies need to deliver what their audience is looking for to win in the market. Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023.

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AI Reaccelerating Cloud Growth

Tom Tunguz

Growth continues to be driven by Azure consumption business, and we expect the trends from Q1 to continue into Q2.” ” Third, the paid Copilot business - the assistant across Microsoft products is now roughly a $360m ARR business, assuming every customer pays list price.

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Some Folks in SaaS Are Still Doing Really, Really Well. E.g., MongoDB, HashiCorp, Monday, GitLab, Okta and More.

SaaStr

But the thing is, the underlying trends that power SaaS and Cloud are still here and as strong as ever. These trends pushing SaaS and Cloud forward are often far stronger for many vendors than the real tailwinds we are now seeing from interest rates and budget scrutiny. Cybersecurity remains on fire, even today. Billion in ARR.

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Rubrik: Benchmarking the S-1 Data

Clouded Judgement

As far as an expected timeline - typically companies launch their roadshow ~3 weeks after filing their initial S-1 (the roadshow launches with an updated S-1 that contains a price range). We believe that the future of cybersecurity is data security—if your data is secure, your business is resilient.

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Decentralizing the Electric Grid

Andreessen Horowitz

But even if approved, grid construction still faces supply chain hurdles, including lead times of more than 12 months and a 400% price surge for large-power transformers, compounded by a shortage of specialized steel. Congestion from exceeding power line capacities leads to curtailments (dumping electricity) and local price disparities.

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CMMC vs. NIST 800-171: What You Need to Know

Scytale

Cybersecurity is critical, and compliance will be mandatory for many. Basically, it’s the Department of Defense’s set of cybersecurity standards for protecting sensitive data. The CMMC takes the best parts of other cybersecurity standards like NIST, FAR, and DFARS and combines them into an intuitive framework.

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Ultimate Guide to Surcharges: What is a Surcharge and How Does It Work

Stax

TL;DR Surcharges are additional fees consumers pay on top of the base price of goods or services. Various calculation methods, such as percentage-based, flat fees, tiered pricing, and time-based surcharges, help optimize pricing. Surcharges are additional fees consumers pay on top of the base price of goods or services.