Azure, Headcount and SMB

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

MARCH 22, 2024

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Do you have ARR or ERR?

AI Cloud Revenue Technical Advisors

The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

OCTOBER 16, 2024

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. In the SMB space, the biggest problem is onboarding for complex products. But you have to grow revenue faster than headcount. Is there a bubble?

Sales Hiring

Sales Hiring Scale AI SaaS

SaaS Brief

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

Webinars

Stay Connected