Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 2025 Rate Cut Expectations The Fed’s “Dot Plot” shows where each member expects rates to be each year. The Dot Plot released on Wednesday showed an expectation of 2 rate cuts in 2025. in 2025 (with the projection being 2.2%

Cloud 144

Cloud Banking Subscription Payment Features 144

SaaStr

FEBRUARY 3, 2025

Jean Dwit (Chief Business Officer at Stripe) and Lindsay Scrace (COO at Checker) have done it multiple times at companies like Google Cloud, Stripe, and Checker. They came to SaaStr Annual to share what theyve learned about making the move to go more enterprise actually work.

Scale 266

Scale SMB Enterprise Enterprise readiness 266

SaaStr

NOVEMBER 18, 2024

So the best of the best in SaaS and Cloud are still on fire. Canva, Stripe, Databricks, ServiceTitan, Gusto, Wiz should all have epic IPOs in 2025 or maybe 2026. But one thing is clear: it’s taking longer to IPO: It used to take 10.4 years on average to IPO in SaaS. More on that data here. The last 3 SaaS IPOs took 11.3

Cloud 309

Cloud SaaS Data 309

SaaStr

DECEMBER 9, 2024

It’s not 2021 again, but so much has changed as the year ends: Many top SaaS and Cloud stocks are up +40%-60% or more in the back half of the yea r. Many top SaaS and Cloud leaders have seen growth re-accelerate. Not all of them, but so many. This makes everyone feel … richer. They are richer. This is a bigger deal.

SaaS 293

SaaS AI Cloud B2B 293

SaaStr

MARCH 24, 2025

So Bloomberg and CB Insights have the latest data out on start-ups getting acquired, and 2025 is off to a record start : Wiz’s record $32 Billion acquisition by Google pushes the dollar value to a record, but you may have also missed there were 11 VC-backed $1B+ exits already in 2025, worth $54.5 Cloud has just gotten going.”

Acquisition 236

Acquisition Cloud Pricing Investment 236

SaaStr

SEPTEMBER 13, 2024

And 2025 Annual is earlier this year — it’s May 13-15 instead of the September for 2021-2024. VC Lounge Sponsorship Want to get in front of 800 of the top VCs in SaaS, Cloud and AI? We loved these new massive 2 story lounges at Annual that we are offering just 2 “Mega’ Sponsorships for 2025 Annual.

Cloud 296

Cloud AI Branding SaaS 296

SaaStr

JANUARY 29, 2025

The first SaaStr Annual CRO + CEO Poker Night was a smash hit in 2024, so we’re bringing it back even bigger and better for 2025!! This time, were also hosting a CRO + CEO exclusive Summit, including Poker Night on Wednesday, May 14, 2025 ! May 14 4pm on at SaaStr Annual. — sorry!). Apply to be considered.

AI 255

AI Cloud Consulting Software 255

SaaStr

NOVEMBER 29, 2024

And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. If you are running the same playbook in 2025 to get a job that you ran in 2021, it probably won’t work. Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today. It’s different.

Sales Hiring 278

Sales Hiring Scale Marketing SaaS 278

SaaStr

OCTOBER 3, 2024

We’re excited to have Rippling as a first-time Diamond Sponsor for 2025 SaaStr Annual, May 13-15 in SF Bay! ! They’ve had such a great experience they’re going BIG at SaaStr Annual 2025 as a Diamond Sponsor. Join Team Rippling and 10,000+ of The Best in SaaS and Cloud at SaaStr Annual 2025!!

Cloud 285

Cloud SaaS 285

SaaStr

FEBRUARY 25, 2025

Today, SaaS and Cloud is back. But while we will all be using a suite of them soon if not already, they dont solve for many fundamental challenges in 2025. The 2025 GTM Playbook in fact often requires you to get out of the home office more, to work harder, and to spend more human time per prospect, not less.

AI 262

AI Scale Social Media Generative AI 262

SaaStr

FEBRUARY 22, 2021

We did a deep dive on Google Cloud’s incredible numbers the other day here but there was one point in particular it’s worth doing a deep dive on. The point is that as crazy as SaaS and Cloud seems today, Google itself says we’re on our way to $1T+ in Cloud revenue by 2026/2027, and that things will triple by then.

Cloud 363

Cloud Revenue Product Marketing SaaS 363

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Larger quantities of our latest generation Trainium2 is coming in the second half of 2024 and early 2025.” 8 percentage points increased margins in a quarter is titanic.

Cloud 300

Cloud AWS Azure AI 300

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. We’ll see how these consensus estimates trend over the year, but the initial guides out of the gate do not inspire confidence that 2025 will be a year of out performance. Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud Forecasting Subscription Payment Features 157

SaaStr

FEBRUARY 27, 2025

SaaStr is committed to having the most inclusive community in Cloud, SaaS and AI. We are happy to bring the next generation of Cloud execs to Annual, too! If you are not selected, please understand your spot will go to another less-represented SaaS / Cloud / AI executive and we ask you to be supportive of us and our goals.

Venture Capital 226

Venture Capital Travel Cloud AI 226

SaaStr

NOVEMBER 24, 2023

And yes, I know we can argue Databricks is neither really Cloud nor really SaaS. I’d argue that doesn’t much matter — its comparables are the Cloud and SaaS leaders). Now, maybe they both wait for 2025. More on Databricks numbers here: 5 Interesting Learnings from Databricks at $1.5 We’ll see.

Cloud 351

Cloud SaaS Enterprise Branding 351

SaaStr

APRIL 6, 2025

The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #5. In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice Top Pods: #1.

Scale 184

Scale Software Review Marketing Cloud 184

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. At the time of acquisition, Github had about 25m users & projected to reach 100m in 2025. In the chart, it’s immediately evident that Mongo has seen dramatic increase in growth rate last quarter.

AI Search 300

AI Search AI Cloud Azure 300

SaaStr

FEBRUARY 26, 2025

Nvidia, Google Cloud, Azure, etc. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. But how about 2026+?

Scale 195

Scale Sales Hiring Azure Cloud 195

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud 289

Cloud Azure AWS Scale 289

SaaStr

SEPTEMBER 10, 2020

E-commerce is now where we expected it to be in 2025 or so. 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 videoconference? Well Zoom, Zoom, Zoom.

Cloud 289

Cloud SaaS Mobile Enterprise 289

SaaStr

OCTOBER 7, 2024

Let’s take a look: Paddle Mercury Roam Booking Front Bill Carta Google Cloud IBM Prismatic Adyen Runway G2 Now, it’s not all a popularity contest. If you are in the same space as these leaders … maybe sponsor SaaStr Annual 2025, May 13-15!! See everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!!

Cloud 285

Cloud 285

Scytale

MARCH 12, 2025

In this article, we highlight the top 10 tech startup founders in the UK for 2025 (who you should be following if you arent already!), Founded in 2021, Lottie has since expanded to include Found by Lottie, a cloud-based software for care providers, and Seniorcare by Lottie, which supports employers in delivering top-tier eldercare benefits.

Startup 59

Startup Scale Cybersecurity AI Search 59

SaaStr

MARCH 18, 2025

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024.

Technical Review 184

Technical Review Artificial Intelligence AI Marketplace as a Service 184

SaaStr

SEPTEMBER 16, 2024

So the past 24 months have been such an odd time in SaaS and Cloud. But here’s the thing, at a macro level, there is no big downturn: SaaS and Cloud spending are still up a massive 20% this year Folks taping into the trends where spending is up are on a tear. Some parts of it are on fire, fueled by unprecedented AI spend.

SaaS 325

SaaS AI Cloud Trends 325

SaaStr

APRIL 8, 2020

In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. They didn’t all have to work out.

Azure 312

Azure Cloud Acquisition Strategy 312

Clouded Judgement

APRIL 9, 2025

Q4 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q4. Change in 2025 Consensus Revenue Estimates Tying all of these metrics together is another one of my favorites: the change in revenue consensus estimates for the 2025 calendar year.

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Blulogix

MARCH 13, 2025

By BluLogix Team Subscription Billing vs. Usage-Based Billing: Which Model Wins in 2025? Introduction Introduction Subscription billing has been the backbone of SaaS, telecom, and cloud services for years, but consumption billing is quickly gaining traction. Usage-Based Billing: Which Model Wins in 2025?

Payment Features 59

Payment Features Subscription B2B Forecasting 59

BetterCloud

DECEMBER 18, 2024

Winter also means G2s quarterly reports are out, the G2 Winter 2025 reports are here and we have exciting news to share! BetterCloud is featured in 145 G2 Winter 2025 Grid Reports and named a Leader in SaaS Operations Management, SaaS Spend Management, Data Loss Prevention, and Cloud File Security.

Management 52

Management SaaS Government Operational efficiency. 52

Sales Hacker

NOVEMBER 29, 2024

HG Insights has been writing market reports for years as the pioneer of tech adoption and market insights and is trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency. Read the free and ungated report.

Investment 113

Investment Technical Review Development Team Review Scale 113

Clouded Judgement

OCTOBER 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. The below charts show the distribution of projections for GDP growth in 2023, 2024, 2025. Follow along to stay up to date! Two takeaways.

Cloud 157

Cloud Banking Subscription Payment Features 157

How To Buy Saas

MARCH 18, 2025

From cloud-based applications to emerging technologies, SaaS platforms give you instant access to whatever you need for your game development project. For instance, most SaaS tools harness the power of the cloud, making it easy for developers to access it from anywhere. In fact, you can rent SaaS tools and get started any day.

Payment Solutions 52

Payment Solutions Payments SaaS Payments Artificial Intelligence 52

Chart Mogul

DECEMBER 12, 2024

What will 2025 bring? So, what might 2025 bring? The 2025 (new and improved) SaaS resurgence Nick Franklin , Founder and CEO of ChartMogul 2025 will mark SaaSs resurgence. Prove ROI or suffer Philipp Wolf , CEO of Custify In 2025, SaaS will see a reckoning: providers will be forced to prove ROI or face churn.

Fractional VPE 40

Fractional VPE Software Review SaaS Part-Time VPE 40

Scytale

FEBRUARY 25, 2025

In 2025, cybersecurity remains a critical focus for organizations worldwide. Compliance trends in 2025 continue to be influenced by emerging technologies such as artificial intelligence, Internet of Things, blockchain, and cloud computing. GET COMPLIANT 90% FASTER What are the Top Risk and Compliance Trends in 2025?

compliance 52

compliance Artificial Intelligence Trends Cybersecurity 52

Clouded Judgement

SEPTEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The projections from individual officials suggested a total of one percentage point in cuts by the end of 2025 and a half-point in 2026. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 157

Cloud Forecasting Revenue Investment 157

SaaStr

MAY 11, 2022

They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. Predicting consistent 30% growth through 2025. So the last time we caught up with Palantir, they had just IPO’d and were at $1B ARR. Fast forward to today, and so much has changed. But at $1B ARR it was growing 49%.

Government 306

Government Scaling Cloud Revenue 306

SaaStr

JUNE 5, 2020

2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. . The SKYY First Trust Cloud Computing ETF has grown to $3.3 interest rate due in 2025. Don’t VC’s Want This Dealflow? Why Let Banks In? That’s what the future looks like.

Venture Capital 293

Venture Capital Technical Review SaaS Scale 293

Tom Tunguz

FEBRUARY 2, 2025

Forward ARR Multiple As of Type 25th 50th 75th percentile 2025-01-31 Software 3.1 2025-01-31 AI 8.3 About 40% of it has moved to the cloud. AI software reinvents workflows in ways that could enable market share shift from incumbents, in a way that hasn’t been possible since the beginning of the cloud era.

AI 162

AI Cloud B2B Software 162