SaaStr
MAY 6, 2022
Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The point is that SaaS multiples are still higher than where they were from 2010-2017. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!
SaaStr
DECEMBER 13, 2021
In 2010, COSS was valued at $10B, and 90% of that value was attributed to a single company: Red Hat. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at. Linux is the #1 internet client, makes up 100% of the supercomputer market, and is second to Windows when it comes to enterprise software platforms.
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Intercom, Inc.
DECEMBER 31, 2019
To give some perspective, there were about 300 million smartphones sold in 2010. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. There are about 3.2 What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.
Clouded Judgement
OCTOBER 20, 2023
For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.
Clouded Judgement
SEPTEMBER 27, 2024
Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).
SaaStr
OCTOBER 3, 2019
And those of us and those of you who are involved in these companies, even the successful ones look an awful lot more like this. So in 2010 the expectation was to reach 86 million dollars in revenue by whatever that is, year five. So here we are, 2010, I invested behind a plan to be at 86 and we were at 14. We just doubled.
Intercom, Inc.
JANUARY 12, 2022
My job was to look at what was happening in the world economy – it was like 2010 at the time, and so everything was kind of falling apart – and then look at data about it and try to come up with recommendations about what policymakers should do. The core of this is the data warehouse. And it’s a better product.
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