SaaStr

FEBRUARY 10, 2022

With each passing year, more and more of our online existence becomes tethered to the cloud. But how does the cloud take shape, and what can companies do to position themselves at the heart of its growing infrastructure? Infrastructure: Reloaded for the Cloud. Pro Tips for Modern Cloud Infrastructure.

Cloud 245

Cloud Venture Capital Social Media Technology 245

SaaStr

JUNE 9, 2021

Tomorrow they have an incredible and FREE event with truly some of the best engineering leaders in Cloud. And here’s a fun look back to the very first Plato event, back in SaaStr’s original CoSelling Spacem in 2017! T he line-up and topics are simply incredible. It’s epic. Sign up here. Good times! The post TOMORROW!

PayPal 306

PayPal Cloud Engineering 306

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem. seed round.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

SaaStr

JUNE 1, 2022

It’s not slowing down Salesforce, Snowflake, or almost any other SaaS or Cloud leader. Blame “the economy” too much, and you’re doing yourself a disservice. Salesforce Growth: 2023 $31.8B (guidance) 2022 $26.5B 2021 $21.25B 2020 $17.1B 2014 $4.1B. Thank you Ohana! pic.twitter.com/CMhrBXgHSF. — Marc Benioff (@Benioff) May 31, 2022.

Sales Hiring 346

Sales Hiring Acquisition Cloud Enterprise 346

SaaStr

JUNE 9, 2021

CEO Peter Gassner is truly of the most impressive founders I’ve personally met and you can take a look at our deep dive from SaaStr Annual 2017 here not long after they’d IPO’d: One of many remarkable things about Veeva: it burned about $3m on the way to IPO. Yes, $3m. Veeva is another.

Scale 301

Scale Cloud Enterprise Scaling 301

SaaStr

JUNE 3, 2021

and as Cloud continues to scale: Many of the best in SaaS are accelerating even at massive scale. Zscaler , a quiet giant in Cloud security, also accelerated to 60% growth at $700m ARR! Cloud is just on fire. They did it the hard way, with SMBs. — Jason BeKind Lemkin (@jasonlk) May 6, 2021. Growth at $500m ARR is 51%.

Cloud 301

Cloud Scaling SaaS Revenue 301

SaaStr

DECEMBER 8, 2020

And yes, no one could have predicted the run we’ve seen in Cloud in the past few years. Worth $2B by 2017. These are the Best of TImes in Cloud and SaaS. . — Jason BeKind Lemkin (@jasonlk) December 7, 2020. Sometimes, it makes sense to sell your company. Or pack it in. Or move on to the next thing.

SaaS 283

SaaS SMB Cloud Revenue 283

SaaStr

MAY 25, 2020

This one from 2017 Annual is really one of my favorite deep-dives with one of the top SaaS CEOs of all time. 2 top CXOs and 1 top Cloud CEO do a deep dive. #9. Generally, excluding the Top 10 from last week so we surface fresh content. #1: 1: Veeva: The Biggest Vertical SaaS Success Story of All Time (a SaaStr Classic).

Venture Capital 293

Venture Capital Scale Cloud Scaling 293

SaaStr

FEBRUARY 23, 2022

The best in SaaS and Cloud really do scale just about forever. We talked with CEO Jeff Lawson below way back in 2017 about how to go multi-product. Say what you will about when SaaS and Cloud companies choose to go profitable, Twilio will be there at $4B in ARR. #8. A hero company in Cloud and SaaS for us all to look up!

Scale 279

Scale Cloud Scaling Acquisition 279

SaaStr

JULY 14, 2022

This led to our first meet-ups in 2013 and 2014, the first SaaStr Annual in 2015 , the industry’s leading podcast in 2016, the first SaaS founder coworking space in 2017, and SaaStr Pro , the first learning management system for SaaS founders in 2018. 2017 The Third SaaStr Annual: Scale Together. It was a hit! Back together again!

Scale 307

Scale Sales Recruiting CTO Hire New CTO 307

SaaStr

OCTOBER 14, 2021

First $100k customer in 2017. Most customers still deploy GitLab to their own private or hybrid Cloud. GitLab China is a new independent company formed in 2021, both SaaS and self-managed, available only in China, Hong Kong and Macau. We may see this more often. #4. Then 20 by 2018. And 100 by 2020 and 200 by 2021.

Outsourced Development 67

Outsourced Development Software Development Innovation Cloud 67

SaaStr

DECEMBER 25, 2020

The Cloud picked itself up, and accelerated 6+ years into the future. Next up, we brought together some of the top VCs in Cloud to share with us how investing has changed in 2020, from Aileen Lee of Cowboy Ventures to David Sacks of Craft Ventures and many more. Learn about where they see the Cloud going in 2021 and beyond. #4:

Technical Review 301

Technical Review Cloud Enterprise Engineering 301

SaaStr

JUNE 14, 2021

But fast forward to today, and there are 300+ SaaS and Cloud unicorns. You can also see this in Bessemer’s latest State of Cloud summary from earlier this year at SaaStr Build (and they’ll do a refresh IRL at SaaStr Annual 2021 in September ). More on that math here. They’re being minted every week.

Startup 273

Startup SaaS Cloud Pricing 273

SaaStr

MARCH 15, 2022

Even with just draw-dropping growth from SaaS and Cloud leaders. When multiples are below the norm from 2017-2020 now, that’s bad. Top SaaS company multiples in just a few months have fallen from an all-time high of 20.8x next year’s revenues … all the way to 8.8x, below historical averages. Too bad IMHO.

SaaS 284

SaaS Cloud Revenue Marketing 284

SaaStr

APRIL 29, 2021

Shopify’s first quarter revenue: Q1 2021: $989 million Q1 2020: $470 million Q1 2019: $321 million Q1 2018: $214 million Q1 2017: $127 million Q1 2016: $73 million Q1 2015: $37 million Q1 2014: $19 million Q1 2013: $9 million. Cloud and ecommerce may end soon, but it hasn’t ended yet. 5 Interesting Learnings: #1.

Merchant Services 316

Merchant Services Payment Methods SaaS Payments Payments 316

SaaStr

NOVEMBER 16, 2022

So we’ve taken a look at Monday several times in this series , but with so much change in the world of SaaS and Cloud the past few months, it seemed like a great one to dig in on. From $11m in annual revenue in 2017 to $500m+ in 2022. Because Monday remains on fire — growing a truly stunning 65% (!) at $550,000,000 ARR.

Headcount 318

Headcount SMB Engineering Scaling 318

Incredo

JULY 31, 2019

According to IDC , cloud services market grew 28.6 percent in the first half of 2017 and the revenue totaled 63.2 Another research firm, Gartner Group says that SaaS industry remains the largest segment of the cloud market. SaaS (Software as a Service) has proven to be a very elastic, scalable and progressive industry.

SaaS 195

SaaS Pricing Cloud Revenue 195

Tom Tunguz

FEBRUARY 23, 2018

from 2015 to 2017, a compound annual growth rate of 35%. This decrease is driven by user policy changes that affect users who have been inactive for a year or more, and a shift to operating their own data centers instead of using cloud providers. MC/2017 Rev Multiple. Dropbox’s revenue grew from $604M to $1.1B Market Cap.

Scale 208

Scale Acquisition Cloud Revenue 208

SaaStr

MARCH 10, 2021

Plain vanilla per-seat pricing is becoming less and less the dominant model in public SaaS and Cloud companies. #2. until 2017, but then it did so aggressively. 60% of its users are collaborators, and if Procore charged them, it’s difficult to imagine the adoption they’ve seen. 43k ACV across 10,000+ Customers. Now, 12.2%

Construction 299

Construction Scale Pricing Mobile 299

SaaStr

MAY 10, 2021

There’s one theme we’ve reiterated over the years, at least since 2017 or so when we interviewed the CEOs of Twilio and Veeva back-to-back : To grow quickly after $100m ARR, you probably need a second core product. Certainly to grow quickly as you approach $1B. The only question is when.

Merchant Services 258

Merchant Services SaaS Payments SMB Payment Solutions 258

SaaStr

MARCH 7, 2024

Some more recent commitments like Modal (high performance cloud), Cast AI (DevOps automation platform), Betterstack (see inside any tech stack and resolve incidents) or Abacum (financial planning & accounting platform) give a hint on what we’re intrigued by at the moment.

Payments 278

Payments Payment Services Payment Solutions Scale 278

SaaStock

FEBRUARY 13, 2019

It is a cloud-based platform that offers the services of Asia’s top AI assistant for hotel staff – Gaia. It provides smart hardware self-development and cloud service. Founded : 2017. Mobingi integrates server deployment, scaling and application lifecycle automation through its cloud solution. Founded : 2017.

SaaS Payments 225

SaaS Payments Payment Solutions Merchant Services Payment Methods 225

SaaStr

OCTOBER 4, 2023

Founder and CEO of SaaStr Jason Lemkin deep dives into the current state of SaaS and the Cloud. Okta is a market leader in identity and app management, and they’re a derivative of everything happening in Cloud and SaaS spend. In 2017, they were at $7M ARR, and now they’re at $700M ARR. A Cautious Recovery? Look at Monday.

Sales Hiring 284

Sales Hiring SaaS Headcount Compensation 284

SaaStock

JANUARY 25, 2019

Omie is a management platform in the cloud for small and midsized companies, bringing together ERP, Financial Services, Entrepreneur Education and a vibrant Marketplace for vertical 3rd party solutions, all combined in an easy to use environment. Founded : 2017. Founded : 2017. Founded : 2012. Based in: Rio de Janeiro, Brazil.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Tom Tunguz

SEPTEMBER 6, 2021

Imagine you have a dollar to invest and you can choose between two options: a public cloud service or a layer 1 blockchain. How do you decide which is more attractive? How does a token differ from equity? The answer is that tokens can act remarkably like equity if they are structured in the right way.

Government 259

Government Compensation Blockchain Banking 259

SaaStr

DECEMBER 8, 2023

Then, you put it in Cloud data lakes before it reached machine learning. In 2017 or 2018, it was easy to prospect in companies. Usually, this takes someone 30 minutes to do, and it spits it out in 10 seconds. Now, those ML engineers are becoming part of the core workflow. First, let’s touch on how sales has changed over the years.

Artificial Intelligence 309

Artificial Intelligence AI ChatGPT Software Engineering 309

Scytale

MARCH 12, 2025

Before founding Synthesia in 2017, he co-led Immersive Futures, shaping the UKs VR/AR industry and working with the UK government to establish Londons first high-quality volumetric capture studio, Dimension. GET ISO 27001 COMPLIANT 90% FASTER 6. As co-founder and CEO of Wayve , he is transforming transportation with AV2.0,

Startup 59

Startup Scale Cybersecurity AI Search 59

SaaStr

MAY 15, 2019

About Mikkel… According to Mikkel “the cloud’s biggest days are yet to come”, his stories of a time when “the cloud” wasn’t exactly the reality it is today inspired SaaStr attendees to heavily bookmark his session ahead of the event. Mikkel Svane Zendesk Founder/CEO. Zendesk went public under ticker $ZEN on the NYSE in 2014.

Sales Recruiting 173

Sales Recruiting Software Review Technical Review PayPal 173

SaaStr

DECEMBER 21, 2023

PST, Jamin Ball, Partner at Altimeter Capital and author of Clouded Judgement , took us through the current state of SaaS and what we should expect in 2024. By comparison, the median growth rate for these businesses from 2015-2017 was 27%. At Workshop Wednesday, held every Wednesday at 10 a.m.

SaaS 284

SaaS Software Metrics Revenue 284

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 232

Sales Hiring Scale Payments Cloud 232

Chart Mogul

JULY 20, 2017

One of the easiest ways to get a high-level impression of the language used in these headlines is with a word cloud. Designing a SaaS Pricing page in 2017 is no less complex than it was two years ago. ChartMogul (@ChartMogul) July 20, 2017. Related posts: SaaS landing pages in 2017: Our analysis of 100+ top businesses.

Pricing 75

Pricing B2B SaaS Business 75

SaaStr

MAY 22, 2019

From 200-2008 she held leadership positions at Allegis Corporation and Intuit before ultimately joining Intercom in 2017. The company pivoted to cloud-based software in 2013 and counts Chubb, the City of Chicago and Burr Forman among its customers. Jay Simons Atlassian President.

Scale 169

Scale Leadership Consulting Software Development 169

SaaStock

MARCH 8, 2019

With more than 15 years of solid experience, today she is the Chief Operations Officer at the Ping An Health Cloud, known as the most advanced AI healthcare technology. But the founder streak was strong in her and in 2017, she started her own business: MeeOpp.

VP of Engineering 264

VP of Engineering CTO Coach Venture Capital SaaS 264

SaaStock

MARCH 1, 2019

Tencent has done 43 investment deals in 2018, 72 investment deals in 2017 and 50 in 2016. It’s also running the Capital Innovation Accelerator Fund targeted at cloud computing, Internet of Things (IoT), mobile and e-commerce startups. Founded: 2017. Founded: 2013. Size of fund: N/A. Stage: Seed. Shenzhen Capital Group.

SaaS Payments 190

SaaS Payments Venture Capital Payment Services Telecommunications 190

InsightSquared

NOVEMBER 17, 2017

A Sales Ops Playground: Dreamforce 2017. On the pure tech side of Dreamforce, there were two sprawling rooms – one filled with a Trailhead epicentre — multiple practitioner run theatres, cloud and module specific booths, and just general splendor and the other buzzing with the energy of sponsors peddling their wares.

Scale 54

Scale Sales Travel Technology 54

SaaStr

JUNE 7, 2021

Today, Veeva is at $45B Cloud juggernaut dominating pharma and life science Cloud applications. But back in 2017, CEO and co-founder Peter Gassner joined us after Veeva had recently IPO’d with a market cap less than a tenth of that size. We provide a variety of cloud solutions for them. Peter : 2002, I guess or so.

Sales Hiring 339

Sales Hiring Underperforming Technical Team SaaS Headcount 339

Incredo

JUNE 25, 2019

3 Dropbox is a cloud storage provider and helps store and share your files. Dropbox’s annual revenue for 2018 amounted to $1.392 billion (25%+ more than in 2017). #4 For the first 3 years of operating in the market , Wistia didn’t have a free plan. #3 4 SurveyMonkey is an online tool to create surveys, polls, and quizzes.

SaaS 236

SaaS Pricing Software Review Acquisition 236