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Clouded Judgement 5.16.25 - Net New ARR Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. Unfortunately, the trends have not been good! Follow along to stay up to date! For some public companies, they disclose ARR.

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The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

Tom Tunguz

Here are the trends across the group of 13 publicly traded software & infrastructure companies (which are the fastest growers or most-highly valued) over the last 5 quarters. I wonder what trends we’ll see in 2033. I realized It has been a decade since I’ve updated revenue-per-employee metrics.

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2025 IT trends to keep an eye on

BetterCloud

With a focus on streamlining operations and enhancing security, emerging IT trends prove 2025 will be a doozy. Anyone else feel like 2024 breezed by? As we round the corner to 2025, the IT landscape is poised for significant transformation. Common challenges include increased attach surface and the rise of file sharing.

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Top 10 Trends in Data & AI at the Impact Summit

Tom Tunguz

On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. If you’re interested to hear about these trends, register here for the virtual event. Last year, I covered 9 topics: Cloud data warehouses will process 75% of workloads by 2024. Metrics layers unify the data stack.

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How to Energize Customer Adoption of Your Integrated Payments Program

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

In this webinar, integrated payments veteran, Pete Uselman, discusses common challenges software companies face in encouraging customers to utilize their payment features and shares the latest tips and trends to overcome these obstacles.

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Every Top Founder Ever: “I Should Have Acted on Bad Trends Earlier”

SaaStr

Still, one of the top mistakes every top founder says is this: “I Should Have Acted on Bad Trends Earlier.” Just Hitting the Plan Might Not Be Enough The post Every Top Founder Ever: “I Should Have Acted on Bad Trends Earlier” appeared first on SaaStr. ” Let’s make a list: #1.

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Trends in the Post-Modern Data Stack

Tom Tunguz

On Monday, at TC Disrupt Colin Zima CEO of Omni , Jordan Tigani CEO of Motherduck , Daniel Svnova CEO of Superlinked & Toby Mao CTO of Tobiko Data who are leading the evolution of the Post Modern Data Stack discussed the trends they are seeing. Here are some of the themes & predictions from the group.

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The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data and AI

Speaker: Aindra Misra, Sr. Staff Product Manager of Data & AI at BILL (Previously PM Lead at Twitter/X)

Embark on a transformation journey into the heart of the data ecosystem! This webinar is your gateway to a deeper comprehension of the foundations that drive the data industry and will equip you with the knowledge needed to navigate the evolving landscape. Delve into the diverse use cases where data analytics plays a pivotal role.

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The Mindset of An Investor Today with Tim Draper

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Tim Draper, Founder, Draper Associates

Join Peter Cowen, Managing Director at Sutton Capital Partners, with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10:30 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. May 27, 2020 @ 10 AM PDT - TBD.

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The AI Superhero Approach to Product Management

Speaker: Conrado Morlan

The Future of Product Management 🔮 How to continuously integrate AI into your work to stay ahead of emerging trends and technologies. Saving the Day 🏆 Case studies demonstrating how successful AI implementation can solve common product management challenges and provide data-driven insights.

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The Mindset of An Investor Today with Minnie Ingersoll

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures.

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The Mindset of An Investor Today with Ben Narasin

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Ben Narasin, Venture Partner, NEA

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures.

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The Mindset of An Investor Today - Arlan Hamilton

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures.

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Digital Adoption Platform Fundamentals: The Key To Product Innovation And Elevated CX

Speaker: Pulkit Agrawal

Register now to save your seat!

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Navigating the Product Tightrope: Balancing Innovation and Current User Demands

Speaker: Jason Brett - Founder & Chief Product Officer, Product Coffee

Learning Objectives: Review the challenges of balancing innovation and current user demands: Explore the fundamental principles behind balancing innovation and user needs, and understand the potential consequences of neglecting either aspect Align innovation with user needs: Learn techniques for gathering user feedback, analyzing market trends, and (..)