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

SaaStr

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The Bear Case: Multiples are still elevated compared to the pre-2018 period. So they can fall another 20%-30% just to revert back to that mean: SaaS was already on a tear starting in 2018.

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When did cloud computing start to become popular?

SaaStr

Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. The markets took a while to catch up. There were dips in 2016 and otherwise.

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What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% From the first quarter of 2018 to the last several years, there has been a nearly 8X increase in software helping companies drive existing customer outcomes. Go-to-market Partners released a report using G2 data.

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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

The company grew their total spend from $390k/mo to $750k/mo during 2018. To illustrate this better, take a look at the expense breakdown below for a made-up $6MM ARR SaaS company. Even without any breakdowns, obviously the CEO was fully aware of the company’s increased spending in sales and marketing.

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SaaS companies quickly replacing subscriptions with usage-based pricing

OPEXEngine

Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Pricing model growth. But that has been changing.

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Retention Marketing: How to Build a Retention Strategy that Works

User Pilot

It’s easy to get hung up on sectoral benchmarks that ignore the huge variety of business types covered by a term like “SaaS” – which range from the incredibly sticky, such as AWS and Microsoft Azure, to services customers may only use rarely. All that matters is: The retention rate you have now. What that means for your business.

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ChartMogul 2021: Year in Review

Chart Mogul

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud. You can find the ones from past years here – 2020 , 2019 , 2018 , 2017 , and 2016. You can always visit the data output page within your ChartMogul dashboard for all your export needs.