SaaStr

DECEMBER 2, 2024

I do think so, but it’s been 12 years of blogging and 10+ year of events and more. All I had to do was write one blog post a day and one Quora answer, and magic happened. Does SaaStr still matter? So you gotta ask yourself that question as the year winds down. Do you still matter? Does your app still matter? What about SaaStr?

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SaaStr

NOVEMBER 3, 2024

The Cloud Bubble Lasted About 18 Months. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3. Top Posts: #1. The State of SaaS Go-to-Market with Theory Ventures General Partner Tomasz Tunguz #2. How Long Will the AI Bubble Last? #3. One Thing is Clear: AI Is Leading to 1000+ New Competitors in SaaS #4.

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SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

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Cloud Scale AWS AI 309

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

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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.

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AI Cloud Startup SaaS 292

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.

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Cloud Azure AWS Marketing 337

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.

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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.

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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.

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AI Cloud SaaS Investment 312

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

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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.

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AI Cloud Enterprise SaaS 284

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.

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Cloud Sales Hiring Scale Business 284

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.

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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?

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Cloud Payments Software Review Payment Solutions 306

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.

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SaaS Acquisition Cloud AI 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.

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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.

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SMB Payment Services Payments Payment Methods 307

SaaStr

JANUARY 5, 2025

UPDATED But that’s of SaaS and Cloud companies that IPO’d. Still, they are some good ones: Zoom, Scaler, New Relic, Elastic, etc. More on that here : At the Top SaaS Companies, Founder-CEOs Own ~15% at IPO. And Most Co-Founders Are Not Equal (And That’s OK). The data is interesting.

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Cloud SaaS Data 329

SaaStr

MAY 19, 2025

This isn’t just marginally faster than cloud adoption – it’s an entirely different magnitude. ” This generational shift will accelerate transformation far beyond what we saw with cloud adoption. ” Many financial institutions didn’t deploy initial cloud use cases until the mid-2010s.

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AI Technology ChatGPT Cloud 211

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

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Cloud SaaS Data 315

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.

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SaaStr

APRIL 29, 2025

250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap.

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AI Search AI New CTO Scale 156

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.

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Sales Cloud Enterprise SaaS 301

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.

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Enterprise Pricing Cloud AI 290

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.

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Cloud Forecasting Retention SaaS 287

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

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.

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Cloud Scale SaaS Pricing 293

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.

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Sales Hiring Scale Marketing SaaS 284

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.

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Generative AI AI Cloud Startup 272

SaaStr

JUNE 16, 2025

The Trust Shift : More enterprises are now hosting directly with model providers (OpenAI, Anthropic) rather than going through cloud providers—a complete reversal from last year when enterprises preferred cloud provider intermediaries for trust and compliance.

AI 204

AI Enterprise Benchmarks Innovation 204

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 273

Startup Cloud Sales Data 273

Blulogix

MAY 20, 2025

By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.

Cloud 59

Cloud Azure AWS Government 59

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.

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AI Software Cloud B2B 195

SaaStr

JANUARY 10, 2025

They’ve retrofitted their existing Cloud infrastructure to support this vision: “In the past year, we’ve retrofitted our 300 cities, 500+ data centers with GPUs, over 170 of them have them today.” ” Their goal is to use to AI to further support the use and development of AI in SaaS and Cloud companies.

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AI Search AI Strategy Scale 312

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.

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Scale Sales SaaS Cloud 269

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 258

AI Cloud Consulting Software 258

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.

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Cloud AI Revenue SaaS 259