SaaStr

DECEMBER 9, 2020

. — Ben Chestnut (@benchestnut) November 12, 2020. — Jason BeKind Lemkin (@jasonlk) December 9, 2020. These days, it can really feel like the Old Bag of Sales Tricks is starting to just not work anymore: With maybe 500x the SaaS vendors of 10 years ago, there’s so much noise. Emails get blocked, spam filtered.

Sales Hiring 356

Sales Hiring Outbound Sales Team AWS Engineering 356

SaaStr

SEPTEMBER 29, 2024

But SOMA and much of the financial district are still awful. Before March 2020, you could reach out your window and see a dozen leading SaaS execs. It lacks the density of pre-March 2020, that’s underappreciated. . • It will take years for parts of SF to be nice again. Some parts are great though. The density isn’t quite there.

AWS 296

AWS B2B AI Startup 296

SaaStr

NOVEMBER 6, 2023

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) As compared to late 2020 and 2021, when change was the name of the game. But it’s not that simple. So breaking out is harder than it was, even with this epic growth.

Merchant Services 310

Merchant Services Azure Software AWS 310

SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? NPS up +13 points in 2020. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns? But 60m a day is still a lot.

Cloud 297

Cloud Azure AWS Scale 297

SaaStr

MAY 21, 2022

ZoomInfo was the first post-Covid IPO in June 2020, and it priced at $8.3 A few case studies: * Sprout Social IPO’d in December 2019 at an $800m market-cap. It’s tripled. Its PLG-assisted sales motion has kept it capital efficient, and today it’s worth $2.7 It’s doubled. Zscaler’s market cap before Covid was about $6B.

AWS 292

AWS SaaS Cloud Scale 292

SaaStr

NOVEMBER 17, 2023

The startup I invested in that were acquired by PE in the 2020-2021 Boom were acquired for 8x in one case, 12x in another, and 15x in a third. Well, certainly it exploded in 2021, in my portfolio at least, if perhaps not as dramatically as in the public markets. The prices would be lower today for the latter two I suspect.

AWS 320

AWS SaaS Pricing Acquisition 320

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. From so-so NRR (101% in 2020) to Top-Tier for SMBs (116%) in 2 years. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try.

Azure 275

Azure AWS SMB Cloud 275

Tom Tunguz

FEBRUARY 26, 2025

AWS, Twilio, Heroku, etc. Enables natural expansion : MongoDB and Ethereum, two database companies with nearly identical revenue trajectories through 2020, both employ usage-based models that have supported their explosive growth. So does Expensify, which decreases the time to file expenses.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

SaaStr

AUGUST 4, 2022

And inflation is awful. Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. . — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. So are we in a downturn in SaaS? Certainly, segments are. eCommerce, video, and more are having post-crazy growth hangovers. At least, in many segments.

Venture Capital 327

Venture Capital AWS Cloud Scale 327

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). The graph below shows the median net retention going back to 2020. The graph below shows the median net retention going back to 2020.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

JUNE 28, 2023

2022 Growth Was Down from 2021, But Almost the Same as 2020. Growth was 35% in both 2022 and 2020. Not a surprise, and very similar to HubSpot’s ratios here — but always interesting to see. And again a challenge to everyone in SaaS to go global. #4. Another simple example of 2021 being the outlier year. Not Yet Non-GAAP Profitable.

Scale 260

Scale AWS Scaling Revenue 260

SaaStr

DECEMBER 14, 2023

For Google Workspace, they invested in expanding and building Google Meet and the rest of the workspace during 2020. Google Cloud Platform, on the other hand, is in a very different set that also competes with Microsoft, but AWS is considered their biggest competitor in the market. They also compete with Microsoft in a big way.

Cloud 312

Cloud Scale AWS AI 312

Intercom, Inc.

MAY 25, 2022

We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

MAY 31, 2024

1: How Sales and Marketing Have Shifted Since 2020 Expectations and the types of people working in SaaS have shifted over the past few years, and much more in sales, marketing, and customer success. Up until 2020, the wave of passion for events and content was so strong that all he could do was ride the wave with no strategy.

Sales Hiring 305

Sales Hiring Sales Recruiting Marketing Scale 305

SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. With revenue multiples higher than pre-March 2020 but lower than the peak: I don’t see too many folks arguing the Bull Case, but they should be. Customers are buying more than ever. The Bull Case is fairly straightforward.

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

MAY 12, 2019

We all know this from AWS and Twilio on down, but Fastly is a visceral reminder. This sounds like a sane ratio for a tech company with an HQ in SF in 2019-2020. It’s also a great one to learn from, at $200m+ ARR ($45.5m GAAP revenue in Q1 ’19) because it’s in a space filled with strong competitors.

Outsourced Development 259

Outsourced Development AWS Retention Enterprise 259

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. But that’s just the start. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 238

GCP(Google Cloud Platform) Azure AWS SaaS 238

Clouded Judgement

OCTOBER 11, 2024

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

APRIL 23, 2021

Still awful. — Jason BeKind Lemkin (@jasonlk) October 16, 2020. There are certainly cons to traditional outsourced support vs. highly trained support that works right inside your company. But I’d think about it this way as a continuum … from Worst to Best: No support at all. Support only from bots. No live support at all.

Outsourcing Services 211

Outsourcing Services AWS Customer Support Scaling 211

SaaStr

MARCH 31, 2022

What you’ll see in that cloud spend box is actually Gartner’s 2020 estimate for infrastructure as a service spending for companies, which was $50 billion. And IDG just recently released the 2020 Cloud Computing Survey that showed over one third of IT budgets are spent on cloud computing technologies.

Scale 261

Scale Marketplace as a Service Cloud SaaS Payments 261

IT World

SEPTEMBER 23, 2022

Jamf has teamed up with Amazon Web Services (AWS) to introduce new tools that let IT admins using Jamf Pro enroll virtual EC2 Macs when they are provisioned via the AWS portal. We know AWS is one of the world’s biggest cloud services firms — it has such a major presence that it is seen as a “hypervisor." This is news because?

AWS 86

AWS Management Cloud 86

SaaStr

SEPTEMBER 21, 2019

The Cloud has grown 700% since the first Annual, if we use AWS as a proxy. For 2020 Annual, we’ll have: 20,000 attendees (our goal. We should easily have 3,000+ at 2020 Europa. ever SaaStrAnnual , March 10-12 in San Jose / SF Bay Area. So much has changed. We’ve added 200+ SaaS unicorns and 30+ IPOs.

Scale 210

Scale AWS Cloud Education 210

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. This is lower than Q1 2020 (right at the onset of Covid) when everyone seemed to guide lower given the unknowns of Covid. ” Full quote below: “We're seeing a few trends right now. .”

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

DECEMBER 26, 2022

In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Some call this the ‘ecommercization of software,’ and this trend signals a highly disruptive shift in how we go to market with software.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

OCTOBER 20, 2023

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. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

JANUARY 2, 2024

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. This is where they started, but startups weren’t adopting the product as much with a discount, and there was a lot of conflict with the sales team.

Startup 265

Startup Scale Underperforming Technical Team AWS 265

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020. This is the data point shown for Q4 ‘23.

Cloud 184

Cloud Software Azure AWS 184

Sales Hacker

APRIL 23, 2024

Linda founded Common Room in 2020 to unlock siloed, previously untrackable signals to transform how organizations connect with people. Lessons learned from scaling innovative products and go-to-market motions at AWS. 32:49 – Challenges faced and insights gained during Linda’s time at AWS.

Sales Recruiting 119

Sales Recruiting Scale AWS Management 119

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Why move and why now?

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

Intercom, Inc.

DECEMBER 2, 2021

Mike Stewart, the former Senior Principal Engineer at Intercom, sat down to talk with Jamie in October 2020 about that word and why he uses it so much at work. Liam Geraghty: Brian sat down to chat with Jamie about them in November 2020. This time, some automation that was owned by AWS. Here’s Jamie.

Engineering 178

Engineering Technical Review Underperforming Technical Team Systems Review 178

Intercom, Inc.

FEBRUARY 13, 2020

Here we are in 2020 with much better data collection than we’ve ever had. And if you think about AWS, if you think about the rise of cloud data warehousing, that is a big technology change and a big game changer for a lot of companies. We also recently wrote about the marketing tech trends we’re eyeballing in 2020: .

Scale 181

Scale Marketing AWS Machine Learning 181

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously. Investors like Bessemer have bet and made billions on the SaaS trajectory.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

CloudGeometry

SEPTEMBER 7, 2021

Many of the habits we’ve learned in collaboration and wrangling a distributed workforce make a difference, particularly in the new work-from-home reality of Spring 2020. Those of us who do software for a living are quite fortunate. It’s made to look effortless by any heavyweight you might name, but don’t be fooled.

DevOps as a Service 130

DevOps as a Service Software Development AWS Cloud 130

CloudGeometry

MARCH 3, 2022

In fact, monitoring unforeseen changes in your cloud spend can be a direct indicator of how well your architecture delivers the features it was built for (see “ Run cost as architecture fitn e ss function ”, November 2020 Thoughtworks technology radar ).

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The 2020 projection is now 3.4%, compared with 3.6% in 2019 and are only projecting 3% growth worldwide in 2020, with 2% growth in the US.

Trends 40

Trends Marketing SaaS Azure 40

SaaStr

JUNE 3, 2020

It’s 2020 and SaaS buyers are more skeptical and suspicious, more disbelieving, more unconvinced than they were in 2019. And G2 Gives, we partner with philanthropies, we partner with some of our customers like AWS and Google Cloud, who can then make donations for every review, to thank their customers. The situation is getting worse.

Software Review 257

Software Review Scale Technical Review SaaS 257

Neil Patel

APRIL 9, 2021

In the example above, we can quickly edit the search to find out what I tweeted about in March 2020. This is a great solution for people who tweet an awful lot and who may find their archive a little overwhelming when they download it. According to TweetDeleter , activity increased 14 percent in 2020. TweetDeleter.

Social Media 115

Social Media AWS Branding Data 115