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 348

SaaS Azure Cloud AWS 348

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. — Gabriel Colominas (@GabrielCoBi) April 27, 2021.

GCP(Google Cloud Platform) 238

GCP(Google Cloud Platform) Azure AWS SaaS 238

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. “We now have 1.8

Azure 214

Azure AI Search Marketing ChatGPT 214

SaaStr

DECEMBER 26, 2022

Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. 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% The need for ease . Ease of use

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 167

Cloud Software Benchmarks Scale 167

Sales Hacker

AUGUST 9, 2021

Just over halfway into 2021, 2020’s record has already been blown out of the water, with another $11 billion invested thus far. Just over halfway into 2021, nine additional cybersecurity companies joined this exclusive list with over $50 million in Series A or B funding rounds. Tip: Here’s the list of funding rounds for 2021 thus far.

Cybersecurity 122

Cybersecurity Sales Hiring Scale Cloud 122

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

SaaStr

JUNE 26, 2024

A lot of the funding rounds for AI feel like 2021 again, but only for this subset of people. MongoDB was down 23%, a great Cloud stock consistently growing in the 30s. In 2021, they had 110% NRR. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. And there’s AI.

CTO Hire 146

CTO Hire AI Venture Capital Sales Hiring 146

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 233

Sales Hiring Scale Payments Cloud 233

Chart Mogul

DECEMBER 22, 2021

What’s new in ChartMogul in 2021? Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. .

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 52

All that Saas

SEPTEMBER 5, 2021

Showell Review (2021) – Sales Enablement Software. The Showell Professional and Enterprise plans provide unlimited cloud storage to users. You can even connect the APP with Microsoft Azure AD or other identity provider services. Salesforce is a Cloud-based CRM & Sales Automation tool. Professional. Basic theme.

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

Chart Mogul

DECEMBER 20, 2022

If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

BetterCloud

NOVEMBER 5, 2020

As SaaS adoption and consumption skyrockets, it’s critical for IT departments to have full visibility into their cloud-based environments. Based on what we learned from our 2020 State of SaaSOps report, lack of visibility is just one of three major challenges that IT admins face in an increasingly cloud-driven world.

Azure 52

Azure Cloud Engineering Interviewing 52

BetterCloud

NOVEMBER 10, 2021

NISC prides itself in being an industry leader providing advanced, integrated IT solutions for subscriber billing, accounting, engineering, and operations, as well as many other leading-edge IT solutions that are both cloud-based and on-premise. This means NISC’s IT team must work with IT assets that are on-prem and in the cloud.

Identity management 52

Identity management SaaS Azure Cloud 52

OPEXEngine

FEBRUARY 15, 2022

Referencing public stock data pulled from OPEXEngine’s EdgarEngine from the second half of 2021, he explains, “The correlation between a SaaS company’s growth rate and its revenue multiple is 0.71. Cloud Operations and Platform Support. A one- or two-point difference in the multiple drives millions of valuation changes.” .

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Chart Mogul

JANUARY 28, 2022

Since our inception in 2014 and up to mid-2021, our entire infrastructure has run on DigitalOcean droplets (self-managed cloud virtual machines). We needed a cloud provider to get us off the ground quickly, reliably, and cost-effectively. Lack of modern cloud features and managed services. Life with DigitalOcean.

K8S orchestration (Kubernetes) 52

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

SaaStr

OCTOBER 16, 2024

To set the stage, if you talk to any VC out there today, they will tell you that half of their investments which were growing at epic rates in 2021 are barely growing today. So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Is there a bubble?

Sales Hiring 320

Sales Hiring Scale AI SaaS 320

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SmartKarrot

JANUARY 18, 2022

CloudCherry is a cloud-based CRM ( customer relationship management ) company that assists its clients’ tracking and enhancing their customer engagement. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” CloudCherry.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

MARCH 17, 2023

If you’re buying from a 3rd party, is a cloud marketplace a better option? According to the data, though, buyers are increasingly experimenting with cloud marketplaces, increasing from 22% in 2020 to 61% in 2021. It depends on what you’re buying and your organization. Few people sold direct back in the day. SaaS changed that.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

SaaStr

AUGUST 26, 2022

For a long time, until this boom, until the 2019-2021 boom, crossover funds would be very careful. I think Azure’s like 7,000, Google. A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

SaaStr

AUGUST 22, 2020

365: The Office of the Future, How Everything’s Changed and What 2021 Will be Like with Justin Bedecarre, CEO @ HelloOffice and Jen Nguyen, Founding Partner @ TEAMWERC. We have Slack saying, “Hey, we’re not going to consider going back into the office until 2021.” That’s your basic cloud infrastructure.

Sales Recruiting 211

Sales Recruiting Cloud CTO Hire Sales Hiring 211