Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 157

Cloud Forecasting Payment Features Subscription 157

Tom Tunguz

APRIL 30, 2024

Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. “Moving to AWS.

Cloud 303

Cloud AWS Azure AI 303

SaaStr

FEBRUARY 22, 2021

We did a deep dive on Google Cloud’s incredible numbers the other day here but there was one point in particular it’s worth doing a deep dive on. The point is that as crazy as SaaS and Cloud seems today, Google itself says we’re on our way to $1T+ in Cloud revenue by 2026/2027, and that things will triple by then.

Cloud 363

Cloud Revenue Product Marketing SaaS 363

SaaStr

OCTOBER 23, 2024

In 2006, BILL CEO and Founder René Lacerte set out to define a category around financial operations for small and midsize businesses (SMBs). ’ Bill is approaching half a million customers, so has a good pulse on small businesses. With SMBs, the smallest business is owner-operated. Needless to say, he succeeded. in revenue.

SMB 307

SMB Payment Services Payments Payment Methods 307

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! consensus) and 0.5% YoY and 0.4%

Cloud 144

Cloud Software Subscription Payment Features 144

Tom Tunguz

FEBRUARY 2, 2023

The collection of these three earnings calls presages continued reduction in growth rates, likely through the end of the year, as most businesses favor profits over growth - a trend echoing across Startupland. Google: [We] are pushing Google Cloud to Profitability. With an operating loss of $480m on 7.3b

GCP(Google Cloud Platform) 307

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 307

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud 293

Cloud Azure AWS Engineering 293

Tom Tunguz

MARCH 13, 2025

It’s not to say software spending is slowing (it’s not), or that there aren’t fast-growing businesses (they thrive in the private markets). The top quartile companies are growing at slower rates today than the bottom quartile companies in 2016. The median has never been lower in the last ten years.

Software 164

Software Cloud SaaS Marketing 164

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

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 236

Artificial Intelligence Government AI Cloud 236

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. Growth continues to be driven by Azure consumption business, and we expect the trends from Q1 to continue into Q2.” In the chart, it’s immediately evident that Mongo has seen dramatic increase in growth rate last quarter.

AI Search 304

AI Search AI Cloud Azure 304

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.

Cloud 309

Cloud Scale AWS AI 309

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

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Consider cloud computing: by lowering the cost of infrastructure, the cloud didn’t just shift spend from hardware to cloud services, it expanded the overall market by enabling new companies and applications to emerge.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. An example of a platform shift is the creation of the cloud. Many companies achieved a transformative leap by taking an on-prem solution and migrating it to the cloud, reaping all the associated benefits. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

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 304

Cloud Benchmarks Trends Business Model 304

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The Red Queen effect is a concept that originates from evolutionary biology and is often applied to business and economics. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 288

Cloud AI Investment User Experience 288

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. 50% of Users on Business “Side”, 50% Technical An interesting breakdown across their core products.

Enterprise 290

Enterprise Pricing AI Cloud 290

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 284

Cloud Forecasting Payment Features Subscription 284

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Hard Landing? Soft Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Tom Tunguz

SEPTEMBER 16, 2023

Snowflake’s cloud analytics database thrives on structured data. Databricks’ technology rips through unstructured data in a cloud data lake house. Some customers run Databricks on their hardware (called on-premises or on-prem), whereas all Snowflake customers run on Snowflake’s cloud.

Business 308

Business Cloud Finance Innovation 308

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They may be more cyclical than originally anticipated, but they’re still great businesses that will rebound faster when the cycle turns. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 252

Cloud Forecasting Metrics Subscription 252

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. We’re still in the early days of the cloud.” Follow along to stay up to date!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. In addition, the cloud offers burst-ability, the potential to serve a significant surge in traffic.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

SaaStr

JANUARY 14, 2025

So a little ways back Lightspeed Venture Partners put out a new report on 154+ venture-backed cloud start-ups. 250k+ deals generally are part of business process change planned over an annual (or longer) process Still sometimes you do close them quicker. . Full report here.

Startup 273

Startup Cloud Sales Data 273

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. The company refreshes these targets every six months as the business evolves, creating a dynamic blueprint for time management.

Scale 202

Scale Sales Hiring Sales Outsourced Development 202

Clouded Judgement

NOVEMBER 18, 2024

The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more. There are hundreds of thousands of trades businesses providing essential services in every corner of the country.

Benchmarks 299

Benchmarks Payments Payment Services SaaS Payments 299

Tom Tunguz

APRIL 25, 2023

Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. All of that usage is creating a massive business. I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. 1 percentage point of growth on a $28.5b

AI Search 257

AI Search AI Azure GCP(Google Cloud Platform) 257

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! Understanding how your business compares to similar companies at your stage provides crucial context for strategic planning.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. CIOs’ top areas of increased investment for 2023 include “cyber and information security (66%), business intelligence/data analytics (55%) and cloud platforms (50%). The post Gartner: Business Software Spend Still Forecast to Rise 11.3%

Forecasting 300

Forecasting Artificial Intelligence Software Business 300

SaaStr

JANUARY 16, 2023

Mike Wiacek, CEO at Stairwell, Mo Jebrini, CTO at Mashvisor, and Michael Ermolenko, CTO at Inworld.ai, discuss with Helene Ambiana, Global SMB and Startups Marketing Director at Google Cloud, how they overcame the hurdles of scaling and reached their goals. . Build an irreplaceable team . Teams are the foundation of all successful projects.

Scale 259

Scale CTO Hire Cloud Scaling 259