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 306

Cloud Payments Software Review Payment Solutions 306

Tom Tunguz

AUGUST 31, 2023

These permissive licenses might enable competitors to offer competing products or clouds to host managed versions. Elastic, MongoDB, & Gitlab started with open source, but later added restrictions to convert community users into paying customers & prevent clouds from offering competing products.

Business Model 225

Business Model Business Scale Sales Funnel 225

Casey Accidental

OCTOBER 20, 2020

This is part two of a three part series on sequencing business models. Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. This essay is a collaboration with Gilad Horev. We’re not sure.

Marketplace as a Service 141

Marketplace as a Service Business Model SaaS Payments Payments 141

SaaStr

MARCH 18, 2025

The current state of AI adoption resembles the early days of cloud: great infrastructure exists, but there’s a lack of applications to use it effectively. Software engineering teams have been early adopters of AI coding assistants precisely because they provide an immediate, measurable lift.

Technical Review 189

Technical Review Artificial Intelligence AI Marketplace as a Service 189

SaaStr

MARCH 1, 2025

He’s known for his systems-thinking approach to company building and has helped scale multiple businesses from zero to public company status. This specific threshold serves as a critical signal that your business model has legs. Remember: you’re not creating demand from scratch.

Scale 185

Scale Systems Review Scaling Leadership 185

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. I’m as excited as ever about the long term cloud software markets. Follow along to stay up to date!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

OCTOBER 12, 2022

Adobe's Creative Cloud has slowed to 10% growth. It could double the net new revenue in Creative Cloud. This is a good business model! Revenue per employee is the ultimate summary of how efficient a business model is. While its smaller Document Cloud division is growing 22% a year (Go Adobe Sign!!),

Cloud 60

Cloud Business Model Engineering Acquisition 60

SaaStr

AUGUST 10, 2022

Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! 2000,000 Cloud Customers with an NRR of 130%, and 140% from “Large” Customers. This is the secret sauce to Atlassian’s business model. 5 Interesting Learnings. #1. No slow down from Atlassian. #2.

Scale 283

Scale Headcount Cloud Forecasting 283

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Mistral announced Mistral Large 2 , their newest flagship model. Open source is now on par with state of the art proprietary models. This will have important implications on the business models / profit margins of key model players.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

Clouded Judgement

SEPTEMBER 6, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. We know how most of these movies end… The end state is not a business model with monpolistic margins, or a sticky customer base. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Scale Venture Capital Sales Hiring 167

SaaStr

NOVEMBER 15, 2022

This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. A general understanding of the SaaS business model grew as the SaaS sector matured. as a common language to analyze a cloud business. as a common language to analyze a cloud business.

Metrics 272

Metrics Artificial Intelligence Machine Learning Technical Review 272

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Model providers (OpenAI, Anthropic, etc as companies start building out AI). Either way - it’s clear these models are becoming cheaper and more effective, which is an exciting future for AI! Follow along to stay up to date!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Tom Tunguz

JUNE 10, 2024

Enterprises push for their data to be under their control in virtual private clouds, in open data formats like Iceberg, to run AI models in their own environments - the cloud-prem architecture. These models are their intellectual property & a key competitive advantage.

AI Search 263

AI Search AI VPCs (Virtual Private Cloud) Sales 263

Clouded Judgement

JULY 16, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our Finance-specific AI and machine learning engines are built directly on our unified data model, ensuring seamless integration with our Finance solutions.

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

SaaStr

JUNE 5, 2020

Salesforce’s IPO is also seen as a test of a new business model that could shake up the software industry. The company is the poster child for subscription-based software, a model that’s gaining popularity among corporate buyers. The SKYY First Trust Cloud Computing ETF has grown to $3.3 Why Let Banks In?

Venture Capital 297

Venture Capital Technical Review Scale SaaS 297

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

DECEMBER 11, 2021

Aaron Levie, CEO and Co-founder of Box, discusses the approaches he used for scaling his company in terms of hybrid work, adjusting to a dynamic economy during the pandemic, and the importance of the Cloud and digital technology for every business. Box has always lived in the Cloud, anti-on-prem. About the podcast.

Scale 293

Scale Cloud Scaling Interviewing 293

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

JUNE 21, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now What It Takes For A Premium Multiple Private companies often *think* they’ll exit at a >10x revenue multiple because “that’s where Snowflake is trading and we’re also a data infra business.”

Cloud 157

Cloud Scale Scaling Revenue 157

SaaStr

NOVEMBER 25, 2022

They demonstrate spectacular growth and expansion while revolutionizing and disrupting industries with new business models. How Atlassian does business . The Atlassian business model is unique. Power of the Cloud. Atlassian Cloud Platform is a platform that all Atlassian products rely on.

Scale 261

Scale Scaling Marketplace as a Service Entrepreneurship 261

SaaStr

AUGUST 26, 2024

With so much change in SaaS, Cloud, and AI the past few years, it’s albeit become much harder to predict so many things — including how events will go. They explore the unique challenges and opportunities presented by different approaches, from subscription-based models to enterprise solutions. The 10th Annual!!

Benchmarks 293

Benchmarks Finance Business Model Forecasting 293

SaaStr

JULY 5, 2023

So some SaaS and Cloud leaders have seen big impacts from the post-Covid hangover, but others have just kept accelerating. That’s about as good as it gets in SaaS and Cloud! Are we near or past the lows in SaaS and Cloud buying patterns? And here you can see the magic in Mongo’s business model.

Scale 242

Scale cloud efficiency Cloud Business Model 242

Clouded Judgement

AUGUST 2, 2023

Business model, margin structure, unit economics, etc all factor into which multiple the company “deserves.” I’ve then compared each companies implied multiple to the median multiple at the time of the same growth bucket. And it goes well beyond simply looking at growth rates.

Cloud 49

Cloud Marketing Banking Pricing 49

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). Big tech takes over.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

JULY 12, 2024

Cloud was a big unlock for monetization. How do you drive business around that? How do you drive business around that? They want the overall pie to be as big as possible, and their entire business model is predicated on capturing a small piece of what is hopefully an extremely large pie.

Scale 291

Scale Scaling Sales Hiring Sales Recruiting 291

Andreessen Horowitz

SEPTEMBER 28, 2019

The combination of cloud, social, and mobile took gaming beyond a small base of just console- and PC-gamers to a massive player base.

Business Model 74

Business Model Business Mobile Cloud 74

SaaStr

DECEMBER 13, 2021

We’re currently in the age of the public cloud. Databricks started out in the Cloud; we never provided an on-prem offering, only a SaaS Cloud offering. The developers you engage with often become your first adopters, who then become product evangelists—and they’ll help you scale and solidify trust within enterprises, too.

Enterprise 246

Enterprise AI SaaS AWS 246

SaaStr

JANUARY 19, 2023

For example, there are certain technology platforms that are not compatible with others so that can be a nonstarter. It’s worth investigating whether the company has deeply penetrated an aspirational market and whether or not it has a business model compatible with your own. Visit the SAP.iO

Technical Review 261

Technical Review Startup Scale Sales Hiring 261

SaaStr

OCTOBER 26, 2022

So this year has been rough on SaaS and Cloud stocks, with multiples down 75% from a year ago and the markets overall down 50% or more. Despite being freemium, Wix’s business model isn’t hyper efficient. But the impact hasn’t been even. And those without both have suffered the most. About $230,000 in revenue per employee.

Payments 283

Payments Payment Solutions Payment Methods SaaS Payments 283

SaaStr

OCTOBER 31, 2023

With nine figures in revenue, Ariel and SaaStr founder and CEO Jason Lemkin talk about all things Navan, rebranding when you have brand equity, building B2B software for people, pricing and business models, and much more. They also have a business model that only connects to one content source.

Payment Solutions 282

Payment Solutions Payments Travel Scale 282

SaaStr

JULY 24, 2023

Some SaaS and Cloud leaders have seen big impacts from the post-2020 hangover, but others keep accelerating. That’s about as good as it gets in SaaS and Cloud! Are we near or past the lows in SaaS and Cloud buying patterns? Here you can see the magic in MongoDB’s business model. MongoDB is at a stunning $1.5B

Revenue 245

Revenue Scale Sales Hiring Cloud 245

SaaStr

MARCH 7, 2024

Some more recent commitments like Modal (high performance cloud), Cast AI (DevOps automation platform), Betterstack (see inside any tech stack and resolve incidents) or Abacum (financial planning & accounting platform) give a hint on what we’re intrigued by at the moment. 2024 is also a year of truth.

Payments 278

Payments Payment Services Payment Solutions Scale 278

SaaStr

JULY 18, 2023

Join 12,500+ of the Best in SaaS and Cloud! Monday.com co-CEO Eran Zinman and Jason Lemkin do a deep dive on how Monday’s business model really works. So we’re getting closer!! SaaStr Annual 2023 is Sep 6-8 in the SF Bay Area! But what’s trending right now?

Scale 246

Scale AI Scaling Business Model 246

SaaStr

DECEMBER 28, 2023

Main investing areas include: AI, cloud, collaboration, consumer/marketplaces, cyber security, gaming, and fintech. Many founders hit the brakes on growth to pivot towards profitability when in reality, the right combination is aiming for durable growth with a profitable business model. Our current set of funds totals $3.4B. #3.

Technical Review 279

Technical Review Software Review Payment Solutions Venture Capital 279

SaaStr

JULY 4, 2020

Andy shares the hard-learned lessons changing business models, going from services to SaaS, and much more. #2: 2: “Flexport: How to Build a Truly Global Business From Day One” Ryan’s changed an industry with a lot of lessons we can all learn. #3:

Business Model 214

Business Model Cloud Retention Enterprise 214

SaaStr

AUGUST 10, 2023

The three topics of advice covered for organizations in the $1M-10M range are: Building a cloud service vs. open source. Building A Cloud Service vs. Open Source “Building is easiest when you have a tight focus,” shares Kimball. But should you build a cloud service vs. open source? Building a go-to-market function from scratch.

Scale 243

Scale Scaling Sales Hiring Cloud 243

Subscription Flow

OCTOBER 10, 2024

Growing businesses need to integrate with external systems such as CRM or accounting systems, to avoid data silos. The current billing system does not allow you to switch business models. On the other hand, modern cloud-based billing systems are easy on the pocket, and more efficient.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105