Clouded Judgement

OCTOBER 21, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. When just looking at the numbers, the median cloud software NTM revenue multiple is 5.0x. And to get ahead of some questions, the long term average I’m using is from 2010-2020 (so excluding the crazy multiples of Covid).

Cloud 130

Cloud Software Review Payment Features Subscription 130

Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As a reminder - from 2010 - 2020 the average 10Y rate was ~2.3%. The average yearly growth in IT budgets from 2010 - 2019 was 4.1%, so the projections for 2023 are below the historical yearly average. Follow along to stay up to date!

Cloud 130

Cloud Forecasting Payment Features Subscription 130

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). It makes sense the median multiple today is lower than the 2010-2020 average given the difference in rates. Follow along to stay up to date!

Cloud 130

Cloud Payment Features Subscription Revenue 130

SaaStr

JUNE 5, 2020

2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. . The SKYY First Trust Cloud Computing ETF has grown to $3.3 Because the SaaS model wasn’t entirely proven, venture capitalists took more risk, and expected a higher return. .

Venture Capital 299

Venture Capital Technical Review SaaS Scale 299

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Already we’ve seen huge earnings move.

Software Review 167

Software Review Cloud Software Azure 167

SaaStr

JANUARY 11, 2024

Because company data now lives in a constellation of cloud applications, this data is not readily accessible for data scientists or analysts, nor is it easily presentable in critical business applications used for decision-making. He was also awarded the 2010 Salesperson of the Year at the MIT Sales Conference. We co-led a $5.2M

Technical Review 307

Technical Review Scale Management Sales Hiring 307

SaaStr

DECEMBER 13, 2021

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.

Enterprise 246

Enterprise AI SaaS AWS 246

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I’m using the period of 2010+ given that’s really when cloud software came about. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! The WCLD index is up 30%! The Nasdaq is up 12%.

Cloud 130

Cloud Software Payment Features Subscription 130

SaaStr

MAY 29, 2019

In 2004 he became CEO of MarkLogic where he stayed until 2010. He then stepped in as SVP of Service Cloud for Salesforce and went on to become CEO of Host Analytics from 2012-2018. Today he is an avid blogger on his personal blog “Kellblog” and sits on the boards of Alation and Nuxeo.

Payment Methods 253

Payment Methods Payment Solutions Payment Services Banking 253

SaaStr

JUNE 7, 2021

Today, Veeva is at $45B Cloud juggernaut dominating pharma and life science Cloud applications. We’re building the industry cloud for life sciences, so our customers are people like Pfizer and Novartis, etc., We provide a variety of cloud solutions for them. that are making medicine to help improve life.

Sales Hiring 340

Sales Hiring Underperforming Technical Team SaaS Headcount 340

SaaStr

MARCH 4, 2019

They leaned in hard in the enterprise, beginning in 2010. When IT didn’t trust the Cloud yet. And realistically, in the early days, it lacked some of the core sync technology of Dropbox for Dropbox’s core early consumer use cases (especially pre-mobile). So they went upmarket. And it worked. That turned out to be magical for them.

Mobile 30

Mobile Content Marketing Cloud Technology 30

SaaStr

JUNE 4, 2021

So, Datadog what we do is…we do monitoring and we do analytics for application and infrastructure in cloud environments. So basically any company that is running infrastructure, servers, applications and that is running it in cloud environments is a customer for us. We started the company in 2010.

Scale 322

Scale Underperforming Technical Team Sales Hiring Engineering 322

The Angel VC

DECEMBER 25, 2010

As 2010 is drawing to a close I’d like to take a moment to give you a quick update on my angel investment activities and more importantly, thank the incredibly talented and hard-working people who have made it such an amazing year. Mange tak to Mikkel , Morten , Alex , Michael and the whole crew.

Cloud 106

Cloud Investment B2B Payment Features 106

The Angel VC

JANUARY 4, 2011

Here's the third part of my 2010 portfolio review. 2010 saw the company dramatically expand its product offering to become a complete accounting solution for SMBs in Poland and grow the team from just five people at the beginning of the year to 14 today. Another investment that I made in 2010 is Propertybase.

Payment Solutions 104

Payment Solutions Payments Payment Features Software Review 104

SaaStock

MARCH 1, 2019

Founded: 2010. Founded: 2010. It’s also running the Capital Innovation Accelerator Fund targeted at cloud computing, Internet of Things (IoT), mobile and e-commerce startups. It invests in high-growth businesses developing solutions in mobile, telecommunications, IT, cloud, and internet. Size of fund: $250M.

SaaS Payments 190

SaaS Payments Venture Capital Payment Services Telecommunications 190

Tom Tunguz

MARCH 12, 2016

The chart above shows the share of market cap commanded by companies which went public in three different decades: the Nineties, the Dotcom era (2000-2010), and the Cloud era (2010-2020). Cloud 1976 910 1.8 Cloud era companies now represent about 18% of global IT market cap. Legacy 114 18.9 Nineties 673 4.4

Marketing 100

Marketing Cloud Technology Innovation 100

The Angel VC

JANUARY 10, 2011

Here's the fourth and last part of my 2010 portfolio update. Bringing the healthcare industry, which at least in Germany is pretty old-school and bureaucracy-ridden, into the Cloud age is a very tough nut to crack but there's a huge reward for the company that pulls that off. The first three are here , here and here.

Healthcare 100

Healthcare Investment Cloud Management 100

Tom Tunguz

APRIL 27, 2015

Each era (CD, License, Cloud) is shaded. Concur completed the full transition to cloud by 2005. Concur’s gross margins were highest late in its Cloud era. In the Cloud Era, the economies of scale powered the company to achieve all time gross margin highs in 2010 of about 72%.

SaaS 113

SaaS Travel Cloud Business Model 113

Tom Tunguz

APRIL 3, 2014

But afterwards, in both the 2006 and 2010 buckets, the median exceeded 1.15, indicating a remarkable increase in capital efficiency. Splitting the 2010 IPO cohort in two, the medians look very different. The line chart above shows the trend across the four different IPO cohorts from 1998-2014. over the course of the same 16 years.

Startup 100

Startup Trends Investment Cloud 100

Tom Tunguz

FEBRUARY 24, 2016

And to put things into context, seed investment has grown 5x since 2010, Series A investment has doubled and Series B+ has tripled. The recent drops in Q4 of between 15-20% in those stages are material, but we’re still in an elevated investment environment compared to 2010.

Benchmarks 100

Benchmarks SaaS Pricing Investment 100

SaaStr

JANUARY 14, 2020

That was when a new vision formed beyond the physical classroom to what would later become our cloud, where we can teach anyone anywhere the digital technology skills of the future. And from about 2007 till 2010 we bootstrapped and built the first version of the Pluralsight you see today. So, let me walk you through that.

B2B 173

B2B B2C Scale New CTO 173

Tom Tunguz

JANUARY 2, 2016

of the market in 2010 to more than 7.5% Cloud computing, which encompasses the infrastructure products used by developers to build services, has remained flat at 4% over the past five years despite some recent declines in 2013 and 2014. of the series A market in 2015.

Startup 113

Startup Marketplace as a Service Social Media Advertising 113

Tom Tunguz

APRIL 2, 2014

One of the cloud’s great promise has been cost-reduction and for a while, we’ve chanted a mantra that startups require less capital than before to get started and ultimately succeed. 2010 101 4.5 These figures are inflation adjusted and are in 2014 dollars. 1998 42 2.5 2002 71 3.0 2006 66 4.0

Finance 100

Finance Trends SaaS Cloud 100

Practical Advice on SaaS marketing

MARCH 18, 2010

I attended the IDC Directions 2010 conference a few weeks ago. On the "big trends," in a presentation entitled, " The Maturing Cloud: What It Will Take to Win ," Frank Gens explained that the most significant growth opportunities in the IT market will be in cloud computing and software-as-a-service (SaaS) solutions.

Marketing 100

Marketing Outsourced Development Cloud Trends 100

Frontegg

SEPTEMBER 30, 2021

The specification, which has the support of various cloud providers, including Microsoft and Google, is believed to provide a way for organizations to replace their on-premise access management (IAM) and identity systems with cloud offerings. In 2010, the IETF OAuth Working Group released the initial draft of the OAuth 2.0

Mobile 144

Mobile PayPal Identity management Cloud 144

Intercom, Inc.

OCTOBER 31, 2019

Tim has spent his entire professional career focusing on productivity, from Sybase to TLA-Tencor to Facebook where, over his six-year tenure (2010 – 2016), the amount of revenue per employee doubled to $1.8 Tim: I was hired in 2010, when Facebook was what I like to call a “teenage company”. million apiece.

Artificial Intelligence 169

Artificial Intelligence Scale CTO Hire Technology 169

SaaStr

AUGUST 7, 2020

Coupa CEO, Rob Bernshteyn, and SaaStr CEO, Jason Lemkin, will discuss how the Cloud has changed in 2020. The key for us was we were building not one industry Cloud, but four, and then at Vlocity, we later added two more and expanded to six, so the secret of building one vertical SaaS product is going deep.

Payment Solutions 219

Payment Solutions Pricing Payments Payment Services 219

Sales Hacker

SEPTEMBER 11, 2020

For instance, if you’re selling into a cloud security startup, it will likely focus on developing its core security products, but it will need to outsource tools like HR software, email marketing tools, and so forth. “We Founded in 2010. Raised seed in 2010. Founded in 2010. Raised Series D in 2016. Founded in 2011.

Outsourcing Services 107

Outsourcing Services Scale Startup Outsourced Development 107

SaaStr

NOVEMBER 19, 2019

It’s amazing what the efficiencies and the low costs of the cloud can allow you to do as far as industry specialization. We hit a million dollar run rate by 2010. In 2010, we decided to go out in Phoenix to do an angel round of funding. I think that brings us to lesson number three, which is think depth, not breadth.

Scale 187

Scale SMB VP of Engineering Leadership 187

SaaStr

JULY 16, 2019

Kind of based on the first say 15-20 customers we were able to raise another Angel Round in 2010. They were late to the Cloud, late to suffer the service, but they were starting to say, “Hey, we have Cloud initiatives and we need to go where the rest of the corporation is. It took a long time.

Scale 154

Scale Product Marketing Scaling Marketing 154

Kellblog

FEBRUARY 6, 2021

Founded in Vancouver in 2010 by friends from Business Objects / Crystal Reports, this is a marketing performance management company that has raised $24M in capital and has 125 employees. Founded in 2013 in New York, this is a cloud-based budgeting solution that appears to be bootstrapped and has fewer than 10 employees. stars on G2.

Finance 92

Finance Forecasting Software Review Systems Review 92

Neil Patel

DECEMBER 27, 2021

For this, you can invest in a cloud backup solution or use a third-party service depending on your company’s needs. has drastically increased in recent years, from 662 breaches in 2010 to over a thousand breaches in 2020. This way, if data is stolen, you’re not completely lost. You still have something to fall back on.

Payment Methods 131

Payment Methods Payment Solutions Data Technical Review 131

ChurnZero

JANUARY 13, 2022

Ellen joined Forescout in 2010 and has been instrumental in driving cross-functional efforts between sales, product, and engineering to deliver on customers’ technical needs. He has demonstrated success in achieving significant gains in customer satisfaction, references, renewals, and incremental cloud subscription revenues.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Buffer Resources

AUGUST 16, 2023

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

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Natalia Luneva

JANUARY 7, 2023

Looking for: – Microsoft office 2010 price in nigeria free. IT consultants will probably know all of the technical points in this article, but you might find some new arguments both for and against moving to Office The cloud is an industry term for an off-site file hosting service. Click here to Download.

Pricing 40

Pricing Sales Recruiting Sales Hiring Cloud 40

Scytale

AUGUST 28, 2024

16) in 2010, which provided more detailed guidelines and requirements for service organization control reports before the widespread adoption of SOC 2. SOC 2 is particularly important for service providers in sectors like cloud computing, managed security services, and IT outsourcing. 70), introduced in 1992.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development compliance 52

Intercom, Inc.

APRIL 22, 2019

Rick started Guru in 2013, after successfully founding Boomi (a cloud integration and data management company) and selling it to Dell. Boomi is a cloud integration company that I worked on and built for 10 years and was acquired by Dell in 2010. Tell us about your career and how you came to found Guru.

Scale 156

Scale Scaling Underperforming Technical Team AI Search 156