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SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! However, a couple things happened.

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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

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The Future of AI, Open Source, and Enterprise SaaS: Where It’s All Going with Databricks’ CEO, Ali Ghodsi (Podcast #505 and Video)

SaaStr

In 2010, COSS was valued at $10B, and 90% of that value was attributed to a single company: Red Hat. We’re currently in the age of the public cloud. Databricks started out in the Cloud; we never provided an on-prem offering, only a SaaS Cloud offering. Open Source is here to stay—and Open Source + SaaS is the future.

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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. A look at our pricing history Our ASP also reflects the changes we’ve made to our pricing model over the years.

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How AI could impact the B2B software industry in the next decade

Point Nine Land

Challenges faced by startups during the SaaS installation phase (2000–2010) When you look at the first generation of successful “SaaS first” companies (Salesforce, Zendesk, Workday, Hubspot…), they had to overcome three main challenges to succeed: Market education Infrastructure UI/UX Market education. Infrastructure. Integration.

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Taming SaaS Security Challenges with the Zero Trust Security Model

BetterCloud

Cloud and SaaS sprawl. The rise of the cloud and SaaS has given companies access to an unprecedented volume of IT resources never before possible. Enterprise companies use over 1,000 cloud applications on average and that number is growing. Right now, SaaS is creating dozens of challenges (and opportunities) for IT.