Tom Tunguz

JULY 26, 2022

Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. That suggests the cloud market is quite strong. Why do these results diverge?

GCP(Google Cloud Platform) 224

GCP(Google Cloud Platform) Cloud Azure AWS 224

SaaStr

JUNE 28, 2023

53% of Revenue is Outside U.S. 2022 Growth Was Down from 2021, But Almost the Same as 2020. Growth was 35% in both 2022 and 2020. With 1,500 employees, SEMRush is at about $190,000 in revenue per employee (1,500 employees). Spending a Hefty 50% of Revenue on Sales and Marketing. NRR is holding up. #7.

Scale 261

Scale AWS Scaling Revenue 261

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. What’s your channel / partner strategy? #9.

Cybersecurity 299

Cybersecurity AWS Benchmarks Cloud 299

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention. Grab tickets here. . Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

SaaStr

NOVEMBER 11, 2022

. — Jason Be Kind Lemkin (@jasonlk) November 10, 2022. Which I guess it was — $41,000,000 to build an iOS app with no revenue that no one ever used. Now, to a small fund, or a new VC, I’d think a $14m loss would just be awful. And let’s assume Leone and Sequoia put in 70% of the capital. Going Big.

Venture Capital 286

Venture Capital AWS Enterprise Investment 286

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) 234

GCP(Google Cloud Platform) Azure AWS SaaS 234

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

Sales Hacker

FEBRUARY 2, 2024

If revenue is the North Star metric, everything you do should drive towards that. There are still marketing teams that don’t own a revenue number, which is crazy. in order to keep a seat at the revenue table.” in order to keep a seat at the revenue table.” Meaning, revenue is a team sport. Have a great weekend!

Metrics 122

Metrics Revenue Scale Marketing 122

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. Revenue multiples are a shorthand valuation framework. It’s very tricky to predict.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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. Q: We have a revenue model that has both seat license and usage-based items. A [Rob]: We do both.

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

Clouded Judgement

MAY 31, 2024

” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. Revenue multiples are a shorthand valuation framework.

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. Average Revenue per Customer. Join us at SaaStr Europa 2022. And basically SaaS revenue models is just magical for investors and for businesses. Average revenue per customer.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. Many people are doing great, even private companies like Netskope, which are growing over 30% at $500M in revenue. Canva is growing at 40% and has a revenue of $2.3B. Klaviyo is growing 42% at $750M, coming up on a billion in revenue, and number one in the Shopify ecosystem.

CTO Hire 147

CTO Hire AI Venture Capital Sales Hiring 147

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). Revenue multiples are a shorthand valuation framework. vs 9.3x).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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. Q: We have a revenue model that has both seat license and usage-based items. A [Rob]: We do both.

Benchmarks 52

Benchmarks Retention Software Review Technical Review 52

OpenView Labs

JANUARY 24, 2022

At Tackle, we have seen our sellers experience huge revenue growth, the product catalog is expanding rapidly for buyers, and budgets are growing at unprecedented rates. From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. . It’s a win-win for everyone. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

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. percent of our total revenue and 83 percent of our fees. of our total revenue and 17 percent of our fees. Stripe payments make up 98.5

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

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). Especially at the compute layer, where customer costs / vendor revenues are soaring. In this post, I’ll focus more on the data lake portion of the diagram above.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

ProfitWell

SEPTEMBER 10, 2020

SaaS revenue is expected to reach $143.7 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 Payments 66

SaaS Payments Trends Merchant Services Payments 66

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

Frontegg

OCTOBER 14, 2020

The company is set out to accelerate innovation in the global SaaS market, projected to reach over $116 billion in 2020 ¹, with over 80 percent of companies planning to offer SaaS by 2022 ². Before AWS, engineering teams had to scale their own infrastructure. Frontegg is backed by Pitango, i3 Equity, and Global Founders Capital.

DevOps as a Service 52

DevOps as a Service K8S orchestration (Kubernetes) Innovation New CTO 52

Chart Mogul

DECEMBER 6, 2023

Customers will expect AI that not only speeds workflows and reduces manual tasks, but is proven to uncover new opportunities and accelerate revenue growth fast.” Using LLMs to enhance these solutions will no longer be seen as innovative but will become the standard.”

SaaS 52

SaaS AI Search Generative AI ChatGPT 52

BetterCloud

NOVEMBER 28, 2018

Cybercriminals are targeting more people too: An estimated 6 billion people will be internet users by 2022, up from 3.8 With demonstrable success from Netflix and AWS, more companies are starting to offer their core businesses as microservices to expand their customer and revenue base. billion people in 2017.

Cybersecurity 40

Cybersecurity SaaS Systems Review Cloud 40

Chart Mogul

DECEMBER 22, 2021

You can now directly add revenue charts within Pitch without leaving the platform. This year, we also migrated ChartMogul to AWS cloud. No revenue graph this time. We are grateful for all that we have achieved this year and excited for what’s to come in 2022. How did it all start? With a tweet. Read more about it here.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

MAY 23, 2025

So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. A fund returner is simply not enough.

Underperforming Technical Team 164

Underperforming Technical Team AI SaaS ChatGPT 164

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. Look at Snowflake and GitLab and ZoomInfo, growing almost 60% at a billion in revenue. Transcript.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Sales Hacker

MAY 13, 2025

They work with startups and scaling businesses to help take HR off your plate, so you can stay focused on building product, growing revenue, and hiring great people – the go-to-market engine. My biggest advice to revenue leaders is use data to figure this stuff out. Mike Walrath: Yeah, specifically revenue leaders.

AI Search 75

AI Search AI ChatGPT Software Review 75

Sales Hacker

SEPTEMBER 14, 2021

They’ve got a new website to learn how Outreach performs the act of outreach, how the team follows up with every lead in record time after virtual events, how they turn leads into revenue. We expect to be about 1200, 1,250 before the clock turns to 2022. Leaders at every stage can get started today at JoinPavilion.com.

Sales Recruiting 105

Sales Recruiting Sales Hiring Marketing Underperforming Technical Team 105

SaaStr

AUGUST 22, 2020

Is AWS in the lead? When Loren was on just before from Shopify, do you know how much revenue his enterprise at Shopify? Aaron Levie: Just to break this out, what’s the distinction of the revenue groupings? The line might be like $10 million of revenue, I forget what, but it’s clearly enterprise.

Sales Recruiting 205

Sales Recruiting Cloud CTO Hire Sales Hiring 205