SaaStr

APRIL 7, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. These options can be particularly appealing to SaaS companies with their recurring revenues: For now, hybrid cloud is what a lot of the biggest enterprises still want: Wow, Apple Music passes Spotify in the U.S: They accelerated its growth.

Cloud 157

Cloud AWS Enterprise SaaS 157

SaaStr

APRIL 14, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. “Serverless computing reshuffles security responsibilities, shifting many of them from the cloud user to the cloud provider without fundamentally changing them“. The cloud solves most problems. Not all, though.

Cloud 153

Cloud Enterprise Pricing Software 153

SaaStr

SEPTEMBER 10, 2020

Some data is already suggesting ecommerce’s boost has been huge and real, but now has reach a “new normal” that will grow at a rate more similar to 2019: We may be seeing this in mobile apps too. The post Is the Covid Boost in Cloud and SaaS Already Over? ” It had to come at some point.

Cloud 289

Cloud SaaS Mobile Enterprise 289

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

Cloud 273

Cloud Scale Payment Methods Payment Solutions 273

SaaStr

MARCH 24, 2019

Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny. Alibaba is their AWS (or becoming it): The Cloud is better. There are 500+ Massive Cloud Data Centers Now. It is even cheaper. That’s Really Big Money.

Cloud 146

Cloud AWS AI Acquisition 146

SaaStr

MARCH 31, 2019

This is pretty darn impressive, and probably more importantly, shows the continued jaw-dropping growth of Cloud. Buy Microsoft Stock Because of Its Big Cloud Deals, Says JPMorgan. Amazon Web Services sharpens its focus on cloud security. The SaaStr Europa 2019 Agenda is Here! The SaaStr Europa 2019 Agenda is Here!

Cloud 141

Cloud Azure Scale Software Engineering 141

SaaStr

APRIL 28, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. Woah, the cloud is on fire! “We have questioned whether Microsoft will ever see the profit margin of AWS at similar scale” The post The Week In Cloud: April 28, 2019 appeared first on SaaStr. Wow, $260m valuation.

Cloud 141

Cloud AWS Enterprise Scaling 141

SaaStr

MARCH 11, 2022

Was the “Covid Boost” in Cloud multiples just an anomoly? Put differently, if you look at multiples of revenue for top SaaS and Cloud companies above from 2014-2022, you could come to one of (at least) two conclusions today: Conclusion #1: Q2’20-Q4’22 Cloud Revenue Multiples Were a Covid Anomaly.

Scale 323

Scale SaaS Cloud Pricing 323

SaaStr

APRIL 30, 2022

Maybe the most jaw-dropping is just how fast the top SaaS and Cloud leaders grow … at $1 Billion in ARR. And that’s a wrap on @twilio Q1 2019 earnings! — Jeff Lawson (@jeffiel) May 1, 2019. The average SaaS leader grows almost 60% (!) at $1B in ARR: Of course, not everyone is going to get to $1B in ARR :).

SaaS 362

SaaS Cloud Trends Revenue 362

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

DECEMBER 17, 2019

I thought I’d highlight then what the most popular pieces in 2019 were. (I’ll I’m going to not include the ones that were written before 2019. But for your SEO and content marketing folks out there, note the most read pieces weren’t even published in 2019. Ok the top new videos of 2019 are below.

Scale 173

Scale SMB Cloud Acquisition 173

SaaStr

JULY 15, 2021

While most teams are hybrid now, so many of the top SaaS and Cloud companies are still maintaining offices that net net, the top office spaces are still going faster than you’d think. In comparison, approximately 3,000,000 sqft leased in all of 2020 and over 6,000,000 sqft leased in all of 2019.”

Scale 324

Scale Cloud Startup Trends 324

SaaStock

JANUARY 23, 2019

Building on the success of three flagship conferences in Dublin, as well as numerous smaller conferences around Europe and US that have brought together thousands of SaaS founders, execs and investors, we’re taking this SaaS show globally, touching down on a total of 5 continents in 2019.

Scale 229

Scale Payment Features Subscription SaaS 229

SaaStr

JULY 5, 2019

We now produce so much content on SaaStr, we thought we’d share the Top 20 Posts of 2019, so far. Cloud is on fire! #4. The post The Top 20 SaaStr Posts of 2019 (so far) appeared first on SaaStr. So we’re into 2H’19 (where did the time go?), and hopefully 1H was a good one for you! The greener grass. #3.

Sales Hiring 197

Sales Hiring Scale Venture Capital Acquisition 197

SaaStr

MAY 6, 2022

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.

SaaS 347

SaaS Azure Cloud AWS 347

SaaStr

DECEMBER 18, 2022

So I firmly believe the market has over-discounted SaaS and Cloud stocks, that they are trading just too low. Back to where we were in the markets at the end of 2019. We didn’t really get much of a Cloud boost from all of that, at least not in most cases. We’re back to 2019. At least, sort of.

Cloud 292

Cloud Pricing Metrics SaaS 292

Intercom, Inc.

APRIL 13, 2021

You can watch a video of that talk below, or read on to learn how we built our Elasticsearch cloud on AWS. So we decided to do something contrary to our engineering principles – run our search infrastructure ourselves on Elastic Compute Cloud hosts, or EC2 as it’s known. Core part of Intercom. Saving time, money, and effort.

AWS 249

AWS Cloud Software Review Systems Review 249

SaaStr

AUGUST 9, 2024

So there’s a curious thing anyone close in venture capital fundraising and rounds today: Valuations for Hot VC Deals remain far higher than pre-March 2020 … even though growth for the overall public SaaS and Cloud companies has slowed to … all time lows. But the Cloud 100 was always outliers. Databricks is Growing 60%+ at $2.4

Venture Capital 291

Venture Capital AWS Cloud Scaling 291

SaaStr

APRIL 8, 2020

In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. They didn’t all have to work out.

Azure 312

Azure Cloud Acquisition Strategy 312

SaaStr

FEBRUARY 26, 2022

No, this SaaS Crash is so tough on VCs and public market investors because the market was just so, so high for Cloud stocks from mid-2020 to late 2021: You can see above in the BVP Nasdaq Cloud Index that while these are still Great Times in SaaS, they aren’t the crazy days that peaked around Thanksgiving 2021. Times are still good.

Venture Capital 364

Venture Capital Cloud Startup SaaS 364

Tom Tunguz

DECEMBER 12, 2021

Cloud companies' fast growth multiplied by an appreciation in multiples has pushed valuations higher since 2014. This chart shows the median and the 75th percentile of enterprise value/forward revenue multiple for the basket of public stocks which were public at that moment in time. Correction Year. These undulations are short-lived.

SaaS 361

SaaS Cloud Enterprise Software 361

SaaStr

MAY 22, 2019

Meet SaaStr’s Most Respected Leaders of 2019. Our most popular CEO, COO’s and Presidents that spoke at SaaStr Annual 2019. The company pivoted to cloud-based software in 2013 and counts Chubb, the City of Chicago and Burr Forman among its customers. Curious how we came up with this list?

Scale 167

Scale Leadership Consulting Software Development 167

Intercom, Inc.

DECEMBER 12, 2018

Aircall – cloud calling. Winning marketing tech stacks in 2019. As soon as we started putting together our ideal marketing tech stack for 2019, we got an idea: Let’s grab our magnifying glass and analyze what tools our peers in the industry are using, day-to-day. Alternatives: SalesLoft. Alternatives: Unbounce, Instapage.

Technical Review 223

Technical Review Technology Scale Marketing 223

SaaStr

NOVEMBER 13, 2019

From the 2019 Forbes Cloud 100, here are the SaaS/Cloud “start-ups” that are bootstrapped, i.e. $0 in disclosed capital raised: Mailchimp. Another long-time Cloud leader, based out of the U.S. Interestingly, the other 93/100 in the Cloud 100 all raised capital … generally a lot of it. That’s impressively efficient.

Startup 255

Startup Cloud Investment SaaS 255

SaaStr

JUNE 24, 2021

Sprout Social IPO’d somewhat quietly at the end of 2019 at about an $815m market cap — small for a SaaS IPO. If that growth from a $815m market cap in 2019 to $4.7B We are seeing this with more and more Cloud leaders. So one of the quieter SaaS success stories in Sprout Social, a leader in social media management.

Social Media 321

Social Media SMB Cloud Scale 321

SaaStr

AUGUST 25, 2021

Twilio’s NRR since 2019. But the vast majority of the top SaaS and Cloud companies have shown top-tier NRR can scale forever. Pretty consistent. A question so many of us had in the earlier days of SaaS was … will we max out all our bigger customers? Bill.com sells to SMBs and it also saw its NRR expand post-IPO.

Scaling 337

Scaling Investment Cloud Customer Success 337

SaaStr

DECEMBER 8, 2021

So if you haven’t noticed, public SaaS stocks have taken a big tumble recently as the market has gotten nervous about expensive SaaS and Cloud stocks. Cloud companies that saw slowing growth saw the biggest drop, but even leaders with top-tier growth and no deceleration in growth have still taken a hit. Is it Cloud saturation?

Trends 300

Trends Merchant Services SaaS Cloud 300

SaaStr

MAY 14, 2019

The cloud’s biggest days are yet to come. The rise of the public cloud is driving a massive replatforming of the tech stack and customer experiences for every company. We guided towards $800,000,000 for 2019. Like the notion, was cloud going to be the future? This cloud thing isn’t a certain thing yet, etc, etc.

Cloud 238

Cloud Sales Recruiting Scale AWS 238

SaaStr

FEBRUARY 8, 2023

but 30% comes from its so-called “Hospitality Cloud” which is really a marketplace for event services. Cvent’s NRR understandably took a hit when Covid shut down most events, but it’s bounced back even higher than in 2019. #4. While the overall category of Virtual Events software is in a funk, Cvent did OK. #2.

Marketplace as a Service 325

Marketplace as a Service Software Review Cloud B2B 325

SaaStr

NOVEMBER 11, 2021

2002-2019: Founders jealous of VCs, with their easy life, diversified. The Rise of 1000 Unicorns and 100 Decacorns, combined with the overnight changes to fundraising processes from Covid, have radically changed venture capital: Tiger alone is deploying $100 billion , mostly into Cloud startups, and very quickly. With many more coming.

Venture Capital 334

Venture Capital Banking Cloud Startup 334

SaaStr

OCTOBER 23, 2023

And I’ve even been bullish the past 18 months, even with the headwinds some have seen: Sure growth is down at top Cloud leaders, but it’s still strong in absolute terms The best SaaS and Cloud startups that solve real, big problems are still exploding The U.S. And then they exploded in 2020 and 2021 to record multiples.

Cloud 277

Cloud Trends Scale SaaS 277

SaaStr

MAY 21, 2022

Sprout Social IPO’d in Dec 2019 at an $800m market cap. The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. A few case studies: * Sprout Social IPO’d in December 2019 at an $800m market-cap. It IPO’d early, in a crowded space. years later, in a market down 50% ….

AWS 282

AWS SaaS Cloud Scale 282

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 345

Sales Hiring Acquisition Cloud Enterprise 345

SaaStr

JUNE 9, 2021

It’s incredible how many Cloud leaders today at $1B+ ARR are not just growing quickly, but accelerating. Veeva has 2 core products — it’s CRM-like Commercial Cloud for pharma, biotech, and more, and its Vault product for similar industries. Commercial Cloud growth reaccelerated, and Vault growth normalized: #4.

Scale 294

Scale Cloud Enterprise Scaling 294

SaaStr

FEBRUARY 4, 2021

And in 2019, only 26% of their fund managers reported a 5%+ value change. in 2020 … the same as 2019. Crazy times in SaaS and Cloud indeed. It’s mostly as you’d expect: The Black Swan Year: How 2020 Impacted Venture Investing and Performance. But then things came roaring forward in the summer of ’20.

Cloud 273

Cloud Investment B2B SaaS 273

SaaStr

JANUARY 10, 2023

Israeli startup funding in 2H’22 was back to the pace of 2019. Nasdaq fell 33% in 2022, EMCLOUD (a basket of leading Cloud and SaaS stocks) fell 46%, and Israeli tech companies that IPO’d in 2022 fell 65%. This makes the valuations suspect. This is probably what we’re all really seeing, or going to see.

Startup 58

Startup Cloud SaaS Data 58

Tom Tunguz

SEPTEMBER 19, 2021

In other words, customers pay for their own hardware, rather than using GitLab’s cloud, which reduces the costs of goods sold and boosts gross margin relative to other cloud products. Revenue, $M. Revenue Growth. -. Gross Margin. Sales Efficiency. -. Net Income Margin. Cash Flow from Operations Margin. The sales efficiency of 0.67

Metrics 304

Metrics Outsourced Development Scale Cloud 304