SaaStr

OCTOBER 26, 2021

They’ve now updated that and predict an even further, and stunning, acceleration in enterprise software spend in 2022 — now up to 11.5% In January, they predicted $557B in spend for 2022. The Best of Times in SaaS and Cloud, indeed. Now 10 months later, with more data, they’ve revised that upwards to $669B.

Forecasting 336

Forecasting Enterprise Software Cloud 336

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. jasonlk) May 26, 2022. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend. But overall — things are still growing like crazy in SaaS and Cloud.

Cloud 358

Cloud B2C SaaS Enterprise 358

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. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 338

Cloud Azure AWS Marketing 338

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. jasonlk) May 16, 2022. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. jasonlk) April 13, 2022.

Cloud 300

Cloud Azure AWS Engineering 300

Tom Tunguz

JULY 28, 2022

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 324

GCP(Google Cloud Platform) AWS Startup Azure 324

SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 312

Cloud Payments Software Review Payment Solutions 312

SaaStr

NOVEMBER 13, 2021

So just how many SaaS, Cloud, B2B/B2D pre-IPO unicorns are there really? So how many of them are like us — SaaS, Cloud software, or fintech that is SaaS-y? So prediction: at the end of 2022, we’ll have 1000 private SaaS/Cloud Unicorns and 50 private Decacorns. I count about 337 Unicorns and 15 Decacorns ; and.

Cloud 328

Cloud B2C Healthcare SaaS 328

SaaStr

OCTOBER 28, 2022

— Jason Be Kind Lemkin (@jasonlk) October 28, 2022. o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Google Cloud actually accelerated growth at a $27B run-rate.

AWS 306

AWS Cloud Azure Investment 306

SaaStr

JULY 21, 2022

We’re less than 60 days away from SaaStr Annual 2022! Scaling Revenue in 2022: What’s the Same and What’s Different? The post Top 5 SaaStr Annual 2022 Sessions (So Far!) Sep 13-15 in the SF Bay Area!! Fully vaxxed. Outdoor festival-style. 10,000 SaaS founders, VCs and execs! 4,000+ meetings and braindates!

Venture Capital 312

Venture Capital Enterprise Cloud Pricing 312

SaaStr

OCTOBER 19, 2021

After our highest-rated SaaStr Annual 2021 ever, we’re back for 2022 in the SF Bay Area again at San Mateo event center. The Whole Cloud World Back Together Again. The Whole Cloud World Back Together Again. The post SaaStr Annual 2022 is BACK!! 10,000 Founders, VCs + Execs. 200+ Top Sponsors.

Cloud 299

Cloud 299

SaaStr

MAY 9, 2022

We’re still just gearing up for SaaStr Europa 2022 in Barcelona on June 7-8 , but for folks looking to get in front of 10,000 SaaS founders and Cloud execs in September … just FYI our sponsorships are now 75% Sold Out: Super Golds are entirely sold out. Diamonds are entirely sold out. Decacorn is entirely sold out.

Cloud 279

Cloud SaaS 279

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Consumption Chart Last week I talked a bit about consumption trends. Came across an interesting chart I wanted to share.

Cloud 244

Cloud Trends Payment Features Subscription 244

SaaStr

APRIL 22, 2022

More importantly, many Cloud leaders are down 50% from their all-time highs. The post Are You Fundable in 2022? But it didn’t fully hit startups and even many public companies until February. It hit hard, with Nasdaq falling another 15%, and private valuations perhaps 20%. The change is still being figured out. The 1-and-30 Rule.

Venture Capital 313

Venture Capital Cloud Investment Startup 313

SaaStr

APRIL 13, 2022

Hey SaaStr Fans, With just a few more weeks until SaaStr Europa 2022 – we’re excited to launch the entire SaaStr Europa 2022 Agenda !! From Asana to Zoominfo: this year’s Europa lineup is bringing the best Cloud speakers from around the globe together for two days of incredible learning and insights.

Sales Recruiting 214

Sales Recruiting Cloud Sales Hiring Scale 214

SaaStr

APRIL 28, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Europa 2022. Our mission at Vanta is to be a layer of trust on top of cloud services, to secure the internet, increase trust in software companies, and keep consumer data safe. Join these incredible companies to experience all the value of SaaStr!

Forecasting 279

Forecasting compliance Finance Cloud 279

SaaStr

FEBRUARY 3, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. The post Thanks to Skyflow, Expensify, Avoma, and Snyk for Sponsoring SaaStr Annual 2022! At the 8th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors. appeared first on SaaStr.

Payments 279

Payments Payment Services AI Search Payment Solutions 279

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. Microsoft Azure. Amazon Web Services. Good news & bad news. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Funds have gotten quite large and haven’t deployed much in 2022 / 2023. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

AUGUST 11, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. BambooHR ‘s cloud-based system is an intuitive, affordable way for growing companies to manage essential employee information in a personalized Human Resources Information System (HRIS). appeared first on SaaStr.

Payment Solutions 269

Payment Solutions Payment Services Payments Payment Methods 269

SaaStr

JULY 18, 2022

Gartner: businesses will spend $100,000,000,000 more on software in 2023 than 2022. — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) July 15, 2022. As of July 2022, Gartner predicts: Overall business software spend will still grow a stunning 11.8% in 2022, to over $900 Billion. Yes, $100B more in 2023.

Venture Capital 347

Venture Capital Software Cloud Forecasting 347

SaaStr

SEPTEMBER 10, 2020

It might be where we expected to be in 2022, or 2025, but we may have gotten there — and see more “traditional” growth going forward. The post Is the Covid Boost in Cloud and SaaS Already Over? And yet … can this go on forever? It can’t. ” It had to come at some point. It’s probably here now.

Cloud 294

Cloud SaaS Mobile Enterprise 294

SaaStr

JULY 19, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform) 265

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

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 286

Cloud Scale Payment Methods Payment Solutions 286

SaaStr

FEBRUARY 17, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Sisu is a Decision Intelligence Engine where everyone can quickly and comprehensively leverage their cloud data to understand what’s happening, why it’s happening, and how to take action. Brex is all-in-one finance for growing businesses.

Technology 255

Technology Data Banking Finance 255

Tom Tunguz

FEBRUARY 13, 2023

For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 243

Cloud Azure Headcount Software Review 243

SaaStr

AUGUST 29, 2022

10.000 SaaS CEOs, Founders, Revenue Leaders, and VCs will join us for 3 days of tactical content, networking, and epic evening events when the Cloud comes to San Mateo. We’re 15 days away from SaaStr Annual 2022, and we are excited to feature hundreds of speakers, sharing their knowledge and experience with you! GET 20% OFF!

Scale 291

Scale Sales Hiring Marketplace as a Service B2B 291

SaaStr

JANUARY 20, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Join these incredible companies to experience all the value of SaaStr!

DevOps as a Service 246

DevOps as a Service AI Search Cloud compliance 246

Intercom, Inc.

AUGUST 9, 2022

We’re delighted to share that Intercom has been named to the Forbes Cloud 100 2022 , landing at #35 on the definitive ranking of the top 100 private cloud companies in the world. We’re honored to see so many Intercom customers featured in the Cloud 100, as well. It’s a very competitive field.

Cloud 211

Cloud Leadership Innovation Communication 211

Tom Tunguz

DECEMBER 3, 2022

These are the top 10 posts by engagement for 2022 at tomtunguz.com. The State of Web3 in 2022 through Data. More than half of analytics workloads reside in the cloud in ten years. Reflecting on them, I see they clustered on web3 & the fundraising market, both of which experienced a tumultuous year.

Scale 202

Scale Cloud Acquisition Startup 202

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 330

Scale SaaS Cloud Pricing 330

SaaStr

AUGUST 30, 2022

SaaStr Annual 2022, Sept 13, 14, 15 in the SF Bay Area is ALMOST here! 8,202 SaaS CEOs, Founders, Revenue Leaders, and VCs have already signed up to join us for 3 days of tactical content, networking, and epic evening events when the Cloud comes to San Mateo. If you haven’t already, sign up here for tickets before we sell out.

Cloud 265

Cloud SaaS Revenue 265

SaaStr

DECEMBER 10, 2021

Not these aren’t all SaaS unicorns or even Cloud unicorns. Maybe 35%-40% could be called SaaS and Cloud, based on this analysis. Will 2022 slow down? There’s no reason to think so, even with the recent mini-crash in Cloud stocks. Most Cloud companies are growing faster than ever.

Cloud 354

Cloud Trends SaaS Marketing 354

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 196

Cloud Software Review Payment Features Subscription 196

SaaStr

JULY 27, 2022

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. MSFT Q4 2022 – Revenue up 12% to $51.9 Perhaps most importantly.

Azure 313

Azure Cloud B2B Scaling 313

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. And Gartner still predicts overall Cloud spend will grow to record rates in 2024. But at some point, perhaps, Cloud spend will be so saturated, it just has to slow.

Azure 350

Azure Cloud SaaS Trends 350

SaaStr

NOVEMBER 4, 2022

— Jason Be Kind Lemkin (@jasonlk) October 27, 2022. — Jason Be Kind Lemkin (@jasonlk) November 3, 2022. Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged.

AWS 332

AWS Azure Cloud Scale 332

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. — Byron Deeter (@bdeeter) May 5, 2022. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average.

SaaS 348

SaaS Azure Cloud AWS 348