SaaStr

JANUARY 15, 2025

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. But one thing has done well through all of it: security. We always need it, and the threats keep coming. And Cloudflare has been one of the biggest beneficiaries.

Scaling 273

Scaling Cloud AI Engineering 273

SaaStr

OCTOBER 6, 2023

So how are the top SaaS and Cloud companies doing in 2023? Bessemer’s latest Cloud 100 answers the question. Their top 100 SaaS and Cloud companies — the “Cloud 100” — are almost all at $100m+ ARR, and growing on average 55% year-over-year. But They’re Much More Profitable.

Cloud 288

Cloud Forecasting Retention SaaS 288

SaaStr

JULY 18, 2022

Gartner: businesses will spend $100,000,000,000 more on software in 2023 than 2022. Yes, $100B more in 2023. in 2023, up from 9.6% That means $100 Billion more software spend in 2023 than 2022. Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4% in 2022, to over $900 Billion.

Venture Capital 347

Venture Capital Software Cloud Forecasting 347

SaaStr

NOVEMBER 24, 2023

So the IPO market sort of, kind of, reopened a bit in 2023 — after being closed for 2 years for the most part. No on else really followed them in tech, and in the end, 2023 will still end with an IPO Whimper, low public multiples, and limited liquidity for Unicorns. But for purposes of IPOs, tech multiples, etc. We’ll see.

Cloud 351

Cloud SaaS Enterprise Branding 351

SaaStr

JUNE 12, 2023

We’re SUPER excited to announced that Expensify has returned as a second-time SaaStr Annual sponsor for 2023 Annual on September 6-8, this time as a Unicorn Sponsor! We’ll see you, Expensify, and 12,000+ of the Best in SaaS and Cloud at 2023 SaaStr Annual in the SF Bay Area, Sep 6-8!! It’s free to get going!

Payment Solutions 321

Payment Solutions Payment Features Travel Cloud 321

SaaStr

JANUARY 12, 2024

” — mostly from folks who had a tougher 2023. 2023 wasn’t hard for everyone: First, it was mainly hard for folks that sold into “tech”, broadly speaking : Monday sells mainly outside of tech — it crushed 2023. Not So Bad, Actually So 2023 wasn’t all bad. Now let’s be clear.

Sales Hiring 317

Sales Hiring Cloud Startup Pricing 317

SaaStr

AUGUST 18, 2024

Many, many folks in SaaS and Cloud are still growing like a weed. And because SaaS and Cloud overall is still growing a stunning +20% a year, that means tons of jobs are still being created. I love this summary from Adam Schoenfeld at Keyplay enriching the Cloud 100 list: Net net, hiring is way up in the Cloud 100.

Cloud 324

Cloud Scale Startup SaaS 324

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. 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. In 2023, it will be $750B. Not bad for #3!

Cloud 293

Cloud Azure AWS Engineering 293

SaaStr

NOVEMBER 5, 2022

Gartner has its latest report out , talking to hundreds of CIOs, and it breaks down projected SaaS spending in the enterprise in 2023: The summary: Gartner predicts SaaS spend in the enterprise will rise to $195 Billion in 2023, up 17% from $167 Billion in 2022. SaaS overall represents about a third of total Cloud spend.

Enterprise 328

Enterprise SaaS Cloud 328

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. 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. — Jason BeKind Lemkin #????????????

Cloud 358

Cloud B2C SaaS Enterprise 358

SaaStr

APRIL 27, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The global SaaS market is massive – Gartner estimates it to be $151B+ by 2023. Join these incredible companies to experience all the value of SaaStr!

Cloud 260

Cloud Scale Startup Sales Hiring 260

SaaStr

DECEMBER 11, 2023

So there’s a perhaps obvious conversation everyone should be having, but isn’t: “Look, in 2023 we basically hid inside our existing customer base. The most extreme example of the public Cloud and SaaS companies is Fastly. We saw Cloud and SaaS leaders sending unsolicited 3 year binding contacts to month-to-month customers.

Cloud 322

Cloud Pricing Customer Success Metrics 322

SaaStr

NOVEMBER 8, 2022

With folks finishing up their marketing budgets for 2023 — why should SaaStr be part of it? SaaStr Annual 2023 in September will be huge! 2023 is already tracking to be 30% + bigger or more! SaaStr Europa 2023 comes to London to June! Reach over 100,000 Cloud professionals on our podcast. Talk to us!

Cloud 284

Cloud Innovation B2B Pricing 284

SaaStr

OCTOBER 24, 2023

And yet, overall Cloud spend continues to grow to record levels. In fact, Gartner predicts 2024 spending will grow far faster than 2023, which still grew substantially. Their Cloud business is on fire. SAP expects to close the year out with their Cloud and SaaS businesses at a $15 Billion run-rate. And ooooold SAP?

Cloud 284

Cloud Sales Hiring Scale Business 284

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” Were 2023 Software Estimates Already De-Risked To Start The Year? The graph below shows how companies have guided for 2023 relative to consensus at the start of the year. They guided 2023 1% above consensus. Hard Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. They aren’t perfect, but given how many CIOs they interview — over 2,200 for this survey — they’re one of my favorite sources for what’s happening in 2023. to $880 Billion in 2023 appeared first on SaaStr.

Forecasting 300

Forecasting Artificial Intelligence Software Business 300

Tom Tunguz

DECEMBER 17, 2022

Here are my predictions for 2023. The hangover from web3’s raucous 2022 extends into 2023. We exit 2023 with inflation below 2.5% Flat & down rounds surge to 30% of all mid-stage rounds completed in 2023, up from less than 5% in the first half of 2022. In short, 2023 will be the first year of a new-normal era.

Software Review 259

Software Review Technical Review Machine Learning Artificial Intelligence 259

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Growth Deceleration of Consumption Companies So far, 2023 guides have not been pretty for consumption software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

SaaStr

MAY 19, 2023

So 2023 is a unique time in venture fundraising. It’s a time when SaaS and Cloud spend are also at record highs , and many Cloud leaders are still growing at strong rates … yet many startups have stopped growing at all. Let me just share 10 Simple Suggestions on How to Make Fundraising a Smidge More Successful in 2023: #1.

New CTO 300

New CTO CTO Banking Cloud 300

SaaStr

OCTOBER 16, 2024

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%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. All are still growing at very strong rates.

Azure 271

Azure AWS Cloud SaaS 271

SaaStr

JANUARY 12, 2023

In February 2023, we’re heading to Singapore for our first APAC event and we wanted to give a special shout-out to some of the companies that will be there with us! We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! At SaaStr, our partners are an integral part of our events.

Payment Features 54

Payment Features Payment Services SaaS Payments Payments 54

SaaStr

AUGUST 31, 2023

We have 250+ Braindates already for SaaStrAnnual.com 2023 next week!! Amazing smaller, deep dive sessions with top leaders in SaaS and Cloud. The Most Popular 2023 Annual Braindates So Far: #1. See you at Annual 2023!! The post 250+ Braindates Already for SaaStr Annual 2023!! That now you can have IRL!

Venture Capital 273

Venture Capital Acquisition Innovation Cloud 273

SaaStr

FEBRUARY 16, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Notion Capital is a Venture Capital investing firm focused on European SaaS and Cloud, with more than 100 investments to date. Grab tickets here. appeared first on SaaStr.

Cybersecurity 274

Cybersecurity Venture Capital compliance Government 274

SaaStr

OCTOBER 11, 2022

SaaStr Europa comes to London in 2023 ! CROs at well-known Cloud leaders. Apply here to speak at Europa 2023 (or our other events): The post Speaker Submissions are OPEN for SaaStr Europa 2023 in London, 6-7 June appeared first on SaaStr. And grab super cheap early-bird tickets here. Interesting in speaking?

Cloud 270

Cloud Growth Marketing Startup Branding 270

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. 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.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

SaaStr

FEBRUARY 7, 2023

days of tactical content, networking, and epic evening events when the Cloud comes to Singapore. The post Braindates Are Open for SaaStr APAC 2023! 1,000 SaaS CEOs, Founders, Revenue Leaders, and VCs will join us for 1.5 If you haven’t already, sign up here for tickets before we sell out. Happy Brain-dating! See you at SaaStr APAC.

VP of Engineering 293

VP of Engineering Technical Cofounder Outsourcing Services CTO Coach 293

SaaStr

NOVEMBER 23, 2022

But London clearly will be even larger and more dynamic, as the hub of SaaS and Cloud in Europe. On September 6-8, it’s time for SaaStr Annual 2023! The post SaaStr Will be BIG in 2023 with SaaStr APAC, SaaStr London, and SaaStr Annual ‘23! Our 9th Annual will be even better than 2022, which had our highest NPS of all time.

Scale 293

Scale Cloud Scaling Pricing 293

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

NOVEMBER 28, 2023

Overall, the BVP Nasdaq Emerging Cloud Index is up 22.97% this year. I went further and put together a quick list of 25+ SaaS and Cloud leaders to see how their share prices are doing. The big stock price swings in 2023 in many cases are still under their 2021 peak. But not everyone. Not by far. Not all.

Cloud 293

Cloud Scale SaaS Pricing 293

SaaStr

JULY 20, 2023

We’re less than 60 days out to 2023 SaaStrAnnual.com ! We’ll bring together 12,000 of the top Cloud executives, VCs and more together Sep 6-8 in Silicon Valley!! And we want all of the best in Cloud and SaaS to be at Annual. The post 2 Great Ways to Come to 2023 SaaStr Annual — For Free!

Cloud 246

Cloud Revenue SaaS 246

SaaStr

JULY 14, 2023

2023 SaaStr Annual is coming up on Sep 6-8 in the SF Bay Area , once again on our 40+ acre compass at the San Mateo County Fairgrounds. We’ll have 12,000+ of the best in SaaS and Cloud all coming together to share, scale, and learn. July 31 is The Last Chance to Sponsor 2023 SaaStr Annual! We’re almost there!!

Scale 246

Scale Cloud Branding Scaling 246

SaaStr

JULY 27, 2023

So know your numbers, get your lucky pen ready, and come join the ranks of Founders & CEOs who will be signing term sheets during or shortly after the Annual in Q3 2023! Get 20% OFF your tickets to SaaStr Annual 2023! → The post Over 600 VCs Already Coming to 2023 SaaStr Annual! appeared first on SaaStr.

Venture Capital 245

Venture Capital Banking Cloud Investment 245

SaaStr

AUGUST 4, 2023

So one of our recent themes on SaaStr is that while things are still tougher for almost everyone that the go-go days of 2021, in at least some ways, they seem to have bounced off the bottom and are at least getting easier than before: Top Cloud and SaaS stocks are up 31% this year. Top Cloud and SaaS stocks are trading at 15x ARR or more.

Cloud 246

Cloud Startup SaaS Marketing 246

Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 2023. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. Below, I’ve listed those trends with data & excerpts from the earnings call transcript.

Azure 252

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 252

SaaStr

OCTOBER 6, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

MARCH 2, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! The post Thanks to Cumul.io, Hook, Jiminny, Leaseweb,and Zendesk for Sponsoring SaaStr Europa 2023! At SaaStr, our partners are an integral part of our events.

Scale 261

Scale Technical Review Software Review Machine Learning 261