Remove 2022 Remove GCP(Google Cloud Platform) Remove Revenue
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Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Calendly , a powerful yet simple automated scheduling platform, takes the work out of connecting with others so you can accomplish more. Join these incredible companies to experience all the value of SaaStr! appeared first on SaaStr.

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Why do these results diverge?

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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Grab tickets here. .

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Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

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.

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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

” 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.

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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

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).

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