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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. On the network side, every supplier in your network is there, complete with their bank info. If we go back to 2006, BILL was a cloud-based company. Today, there are thousands.

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Clouded Judgement 12.20.24 - The Fed Bomb

Clouded Judgement

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! Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up!

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5 Tips to Getting a Job in SaaS in a Tougher Market

SaaStr

Literally as I type this, I bumped into a great founder at $20m ARR at Starbucks growing 100%+ with tens of millions in the bank. And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. Not 20 hours a week from home. If so … Then try harder to find that role. His #1 issue? In 2021, it was the opposite.

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The Identity Crisis Facing Open Source Companies in the Cloud

Tom Tunguz

But the clouds are rolling in for open source companies (pun intended). Today, open source software faces an identity crisis: what does it mean to be an open source company in the cloud? Those sales cycles are fast and the contract sizes are large, which means cash in the bank. On the other hand, the future is in cloud.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

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The Compound Startup Advantage: Why The CEO of Rippling Believes Focus Is Overrated

SaaStr

Companies typically manage this through disconnected systemsan HRIS here, a payroll system there, separate systems for pensions, hours tracking, annual leave, and banking. Beyond Traditional Boundaries: Rippling’s Three Clouds What makes Rippling fascinating as a compound startup is how it has expanded far beyond its initial HR focus.

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5 Interesting Learnings from nCino at ~$500,000,000 in ARR

SaaStr

So if you are outside of fintech and banking, you may not have heard of nCino. They’re at almost $500m in ARR, with 1,850 customers, now growing a modest but steady 19% and they have gotten pretty efficient, like most other public SaaS and Cloud leaders. But if you’re in the space, it’s a big player. Impressively so.

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