SaaStr

NOVEMBER 12, 2024

So Battery Ventures has a new detailed report on The Open Cloud you can dig into here. There’s a lot of great data in the report, but one analysis helped answered a question I’ve been wondering the past 12-18 months: Are start-up actually more overvalued today than at the peak of Cloud mania in 2021? in 2021 to 23.4x

Startup 300

Startup AI Cloud Mobile 300

SaaStr

OCTOBER 27, 2024

State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #5. . “What’s New at WordPress with Matt Mullenweg, CEO of Automattic and Co-Founder of WordPress” #3. The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin #4.

AI 299

AI Cloud Startup SaaS 299

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 338

Cloud Azure AWS Marketing 338

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 327

Cloud Scale Startup SaaS 327

SaaStr

OCTOBER 16, 2024

So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. SBC has become a much bigger issue in SaaS and Cloud the past 2+ years as the markets have focused on true efficiency and profitability. Fast forward to today, it’s at: $2.43 ARR Now they have $1.5

Scale 291

Scale Compensation SMB Cloud 291

SaaStr

OCTOBER 29, 2024

The Cloud came, and leaders like Talkdesk and Dialpad emerged to take large market share, and older folks like RingCentral and Five9 also rolled out Cloud contact centers. Billion+ ARR Growing 35%+, fueled by AI demand 10% of bookings from AI “Strong profitability” 6,000 Cloud Customers of 8,000 total customers Not bad.

AI 316

AI Cloud SaaS Investment 316

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). Canva image from here ) The post Canva and Databricks: The Two Big Potential SaaS / Cloud IPOs of 2024 appeared first on SaaStr.

Cloud 351

Cloud SaaS Enterprise Branding 351

SaaStr

DECEMBER 18, 2024

Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure. The meta point is after a tough late 2023 and into 2024, SaaS, Cloud and more is back: In some cases, AI is the driver (Databricks, Palantir). But close enough for purposes of this post.

AI 291

AI Cloud Enterprise SaaS 291

SaaStr

OCTOBER 24, 2023

And yet, overall Cloud spend continues to grow to record levels. 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 even at that scale, Cloud sales are growing a stunning 16% (!). Their $15 Billion Cloud Business is Accelerating.

Cloud 290

Cloud Sales Hiring Scale Business 290

SaaStr

MAY 28, 2022

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. They’re polling 100s of CIOs at a time and they truly have a pulse on budgets. The latest is good news.

Cloud 358

Cloud B2C SaaS Enterprise 358

SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 312

Cloud Payments Software Review Payment Solutions 312

SaaStr

OCTOBER 23, 2024

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And then … there is Palantir. The fire of the fire.

Artificial Intelligence 240

Artificial Intelligence Government AI Cloud 240

SaaStr

OCTOBER 10, 2024

And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. Public SaaS and Cloud companies, and AI leaders like NVidia, have still generated a lot of cash for shares. He summarized the M&A (acquisitions) of The Top 10 Software Acquirers. Epic times. years or so.

SaaS 317

SaaS Acquisition Cloud AI 317

SaaStr

OCTOBER 23, 2024

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. If we go back to 2006, BILL was a cloud-based company. At the time, there were dozens of cloud-based companies. The thing with a moat is that it takes time.

SMB 313

SMB Payment Services Payments Payment Methods 313

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed.

AWS 306

AWS Cloud Azure Investment 306

SaaStr

SEPTEMBER 23, 2022

In this informative SaaStr Annual session, Bessemer Partners Sameer Dholakia, Mary D’Onofrio, and Elliott Robinson present the State of Cloud report, a look at the latest in SaaS trends, predictions, and cloud economics. Cloud Stocks Impacted by Macro Environment. Reminder: Cloud Fundamentals Are Still Strong.

Cloud 310

Cloud Benchmarks Trends Business Model 310

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 320

Cloud SaaS Data 320

SaaStr

AUGUST 11, 2024

750k-$4m checks for SaaS, Cloud and B2B startups at from $10k-$200k MRR. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! More on SaaStr Fund here : The post This Week at SaaStr Fund: Algolia in Cloud 100, RevenueCat Launches App Growth Conference, AI Fuels Growth At Gorgias appeared first on SaaStr. We led the U.S.

Cloud 306

Cloud AI Generative AI CTO 306

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. Thoma Bravo is one of them.

AI 208

AI Software Cloud B2B 208

SaaStr

NOVEMBER 22, 2024

And this is from a top Cloud company today: Both are more work than 95% of folks are doing today. Make the outbound email so great, I’d potentially buy the product just from that email. 99% of outbound emails fail this test. Maybe 99.5%. Of course this email below doesn’t perform. Or at least not very well. I acknowledge that.

Sales 307

Sales Cloud Enterprise SaaS 307

SaaStr

NOVEMBER 6, 2024

Raising Guidance and Growth Rate for Cloud Revenue To +24% a Year That’s pretty darn impressive growth at almost $5B in ARR, and just as importantly, they’re raising their prediction here. #2. Wall Street is happy. It’s driven Atlassian stock up +28% after the results: Is SaaS back? Let’s dig in.

Enterprise 296

Enterprise Pricing Cloud AI 296

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.

Cloud 294

Cloud Forecasting Retention SaaS 294

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 279

Scaling Cloud AI Engineering 279

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. But still a reminder, quietly, this isn’t too bad a year or a time for many SaaS and Cloud leaders. But not everyone. Not by far.

Cloud 299

Cloud Scale SaaS Pricing 299

SaaStr

NOVEMBER 29, 2024

And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. However, it is true that it’s different today. Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today. In general, public companies are hiring at a slower pace than they are growing.

Sales Hiring 290

Sales Hiring Scale Marketing SaaS 290

SaaStr

APRIL 6, 2025

Word clouds drive culture ownership – Rather than dictating culture from the top, Databricks creates alignment through visual exercises that give AEs direct ownership in defining team identity. By visualizing both perspectives in word clouds, the team could immediately see alignment gaps and opportunities.

Scale 208

Scale Sales Hiring Sales Outsourced Development 208

SaaStr

MARCH 13, 2024

Looking at previous waves like Cloud and data, we’re in the 15th year of Cloud, and it’s still not done. The post How to Solve Unsolvable Problems with Generative AI for Startups with Google Cloud appeared first on SaaStr. In addition to speed, you want to play the long game.

Generative AI 278

Generative AI AI Cloud Startup 278

SaaStr

JANUARY 14, 2025

So a little ways back Lightspeed Venture Partners put out a new report on 154+ venture-backed cloud start-ups. Full report here. One data point that stuck out to me is that 100% of them reported $250k+ deals take over 6 months to close on average: This isnt a surprise per se.

Startup 279

Startup Cloud Sales Data 279

SaaStr

APRIL 14, 2025

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

SaaStr

FEBRUARY 5, 2025

Having said that, many Cloud leaders with consumption-based models often allow sales execs to retain accounts and upsell them for more than a year and keep commissions as those accounts naturally expand over years. Of course, though in the early days this is impossible You dont have the scale or the capital or the customer base.

Scale 275

Scale Sales SaaS Cloud 275

SaaStr

JANUARY 29, 2025

We’ll connect over poker, food, drinks and more: 200+ top Cloud, SaaS and AI CROs and VPs of Sales with 150+ top Cloud, SaaS and AI CEOs and founders Note: you must be at $1m ARR or above to apply, and you must be an exec or founder of a software company (no service providers or agencies or consulting firms, etc.

AI 262

AI Cloud Consulting Software 262

SaaStr

APRIL 6, 2025

The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice Top Pods: #1. 10 AI Trends in SaaS Right Now with SaaStr CEO Jason Lemkin on LIVE SaaStr Workshop Wednesday #2.

Scale 195

Scale Software Review Marketing Cloud 195

SaaStr

DECEMBER 9, 2024

If you haven’t attended one, almost every Wednesday we do a Free, Live SaaStr Workshop Wedneday at 10am PST with the best of SaaS and Cloud.

Cloud 263

Cloud AI Revenue SaaS 263

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 233

Venture Capital Travel Cloud AI 233

SaaStr

MARCH 24, 2025

Cloud has just gotten going.” I remember when Qualtrics was acquired for a then-record $8 Billion by SAP. I asked founder Ryan Smith at SaaStr Annual what he thought of that record price? “The next one will be even higher. ” He was right.

Acquisition 249

Acquisition Cloud Pricing Investment 249

SaaStr

APRIL 13, 2025

The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. The Top 10 Learnings from Launching SaaStrs Own AI: What Every B2B Founder Needs to Know Top Pods & Vids: #1. Sales in the AI Era From the Top CROs with Sam Blond + Jason Lemkin #2. 9 Things You Can Do To Grow Faster This Year

AI 180

AI Scale Cloud Marketing 180

SaaStr

FEBRUARY 25, 2025

Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! VIP Networking app for B2B founders and execs attending (no service providers, sorry!) And the VCs that want to fund them!

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195