SaaStr

MAY 3, 2022

Ok we’re all gearing up for 2022 SaaStr Europa in Barcelona — join us there at the beach with 2,500 of your SaaS BFFs on June 7-8! SaaStr Annual Sep 13-15 2022 in the SF Bay Area , 10,000+ of us together, spread out across 40+ acres outdoors, festival-style again! Jen Dawson @ AWS. Olga Perez-Bonnelly @ Elastic.

New CTO 268

New CTO Scale CTO AWS 268

SaaStr

JULY 19, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Join these incredible companies to experience all the value of SaaStr! appeared first on SaaStr.

GCP(Google Cloud Platform) 265

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 265

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. — Jason Be Kind Lemkin (@jasonlk) November 2, 2022. Seed and Early Series A: Deals take longer but off about 40%. The best are still growing, if not faster than ever, then still close to it.

AWS 351

AWS Venture Capital Azure Cloud 351

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. jasonlk) May 16, 2022. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. jasonlk) April 13, 2022.

Cloud 300

Cloud Azure AWS Engineering 300

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.

Cloud 338

Cloud Azure AWS Marketing 338

SaaStr

APRIL 16, 2022

Sales Organization 1 Miro 2 Okta 3 Arctic Wolf 4 Sprout Social 5 Google 6 Clickup 7 Cisco Meraki 8 Microsoft 9 Klaviyo 10 AWS 11 Rippling 12 Fivetran. — BowTiedCocoon (@BowTiedCocoon) April 14, 2022. Base Salary + OTE + Top Performers Comp per company summarized in G Sheet below. But The Best Ones Make $261k.

SMB 337

SMB AWS SaaS B2B 337

SaaStr

AUGUST 4, 2022

— Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. And inflation is awful. Take a look at our deep dive with CEO Henry Shuck from 2022 SaaStr Europa here: #2. — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. But sure, call it a downturn [link].

Venture Capital 329

Venture Capital AWS Cloud Scale 329

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. SaaStr 607: AMA with SaaStr Founder & CEO Jason Lemkin at SaaStr Annual 2022 – Part 1. ? ?.

Sales Recruiting 297

Sales Recruiting AWS Compensation Enterprise 297

SaaStr

AUGUST 9, 2024

And as you can see above, valuations started to grow into 2019 … exploded in 2020 and 2021 and into 2022 , which sort of made sense, as overall growth rates exploded … but then valuations for the best of the best have stayed persistently high. So you can discount some of this as outliers, even the outliers of the outliers. We’ll see.

Venture Capital 304

Venture Capital AWS Cloud Scaling 304

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. ARPU was up +28% from 2022 over 2021, and another 6% the past 12 months on top of that. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. Or at least.

Scale 298

Scale AWS Azure Cloud 298

SaaStr

MAY 21, 2022

jasonlk) May 20, 2022. But they kept on going, and gong, and growing. years later, in a market down 50% …. They’re worth $2.7 Billion #golong pic.twitter.com/nA8jSXgehx. — Jason BeKind Lemkin #???????????? The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders.

AWS 296

AWS SaaS Cloud Scale 296

SaaStr

MAY 6, 2022

— Byron Deeter (@bdeeter) May 5, 2022. — Jamin Ball (@jaminball) May 5, 2022. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. jasonlk) May 6, 2022. #3. pic.twitter.com/JNnzizB82v. But what matters most for founders? pic.twitter.com/nTpARN30cC.

SaaS 348

SaaS Azure Cloud AWS 348

Tom Tunguz

JULY 26, 2022

AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. UBP spend fluctuates by the month and introduces more volatility into bookings. I bet it’s some combination of the three. Regardless, Amazon’s data will break the tie Thursday.

GCP(Google Cloud Platform) 219

GCP(Google Cloud Platform) Cloud Azure AWS 219

Tom Tunguz

FEBRUARY 26, 2025

AWS, Twilio, Heroku, etc. So does Expensify, which decreases the time to file expenses. Cost-based pricing is when startups mark up the product they sell by some margin. Many infrastructure as a service companies do this. During economic contractions, sales cycles tend to lengthen, particularly for usage-based pricing models.

SaaS Payments 279

SaaS Payments Pricing Strategy Scale 279

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 262

Scale AWS Scaling Revenue 262

SaaStr

NOVEMBER 15, 2023

Consistently Strong NRR — And Higher Than 2022 Crowdstrike has targeted a 120% NRR benchmark and it’s interesting to see how it’s fluctuated blow over the past 5+ years. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. ” #7. Only Founded in 2011.

Cybersecurity 300

Cybersecurity AWS Benchmarks Cloud 300

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Grab tickets here. . Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 261

SaaStr

NOVEMBER 11, 2022

— Jason Be Kind Lemkin (@jasonlk) November 10, 2022. Now, to a small fund, or a new VC, I’d think a $14m loss would just be awful. There’s an FTX or two in every VC portfolio. Some may even be more than just 1%-3% of the committed capital pic.twitter.com/hqca4dfVxY. It would be to me. >> Going Big.

Venture Capital 287

Venture Capital AWS Enterprise Investment 287

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. That’s a huge tailwind. Go make it happen.

GCP(Google Cloud Platform) 241

GCP(Google Cloud Platform) Azure AWS SaaS 241

SaaStr

DECEMBER 26, 2022

G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. Last year, over half the companies surveyed reported intent to increase software spending in 2022. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

ChurnZero

JUNE 24, 2022

2022 continues to be a grave reminder that change is constant. In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. I mean AWS or whatever might be going up too. What does this mean for B2B SaaS businesses?

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. This brings me back to AWS / Azure downgrades. Inflation was starting to run rampant and we knew rates were going up. .”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

APRIL 30, 2022

In the run up to SaaStr Europa 2022 in Barcelona on June 7-8 , we’re taking a look at some of the top all-time SaaStr Europa sessions. Join us at SaaStr Europa 2022. That’s typically the AWS model, depending on how much space you take, service space, you will pay more. Want to know what to expect at SaaStr Europa?

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

ChurnZero

JUNE 24, 2022

2022 continues to be a grave reminder that change is constant. In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. I mean AWS or whatever might be going up too. What does this mean for B2B SaaS businesses?

Benchmarks 52

Benchmarks Retention Software Review Technical Review 52

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. You couldn’t raise at 27x ARR anymore because that era ended. Last year, the message was that it’s harder, so what is the theme for many SaaS companies this year? Just build.

CTO Hire 148

CTO Hire AI Venture Capital Sales Hiring 148

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Sales Hacker

FEBRUARY 2, 2024

Super Bowl is around the corner: Gong did Super Bowl ads starting in 2021 and 2022 before it was ‘cool’ for B2B companies, setting a new record week for pipeline creation at the company. Amazon: A year and a half after announcing its intention to acquire iRobot, Amazon has dropped the deal.

Metrics 122

Metrics Revenue Scale Marketing 122

All that Saas

DECEMBER 24, 2021

Well, in 2022, Fyle has you covered! Fyle Review (2022) – Expense Management Software. SOC 2 in the works (ETA June 2022). Fyle runs on AWS. The post Fyle Review 2022 Features, Pricing & More appeared first on All That SaaS. Don’t trust technology with your finance expenses? Enterprise. active user*.

Software Review 52

Software Review Systems Review Technical Review Payment Methods 52

Buffer Resources

AUGUST 16, 2023

In 2022, our ASP was $20, and our Operating Costs hit $19,757,852. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. In 2022, we kicked off smaller team gatherings as a way to ease back into meet-ups while being mindful of Covid exposure. Stripe payments make up 98.5

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Intercom, Inc.

JANUARY 12, 2022

. “[Our research] opened up new markets for this product without them having to go through the other kinds of experimentation they were originally planning” After doing a bunch of analysis and digging into it, they realized the videos were too slow in certain countries because of where their data centers or AWS environments were located.

Data 151

Data Airlines AWS Underperforming Technical Team 151

Chart Mogul

NOVEMBER 30, 2023

Ahead of big releases planned at the time ( destinations in 2022 and CRM in 2023) we needed a holistic view of our product usage, enriched with subscription and enrichment data from the various platforms we use. Nowadays, these are packaged and deployed in docker images, and executed via AWS lambda or EKS pods each day.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

ProfitWell

SEPTEMBER 10, 2020

billion by 2022. 28% of IT spending will shift to the cloud by 2022. Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. SaaS revenue is expected to reach $143.7

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Chart Mogul

JUNE 23, 2022

After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. — Josh Kopelman (@joshk) May 18, 2022. — Travis.web1 (@coloradotravis) May 22, 2022. Source: [link]. Just sayin.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52