Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Pricing Payment Features Subscription 144

Clouded Judgement

OCTOBER 11, 2024

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 Budget Flush Coming? Something that has been on my mind recently - will we see a larger than normal budget flush at the end of this year?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Tom Tunguz

MARCH 13, 2025

Public SaaS companies’ growth rates have halved since 2023, as David Spitz pointed , from 36% to 17%. There are few, fast growing, younger SaaS companies to sustain the growth rates. 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 173

Software Cloud SaaS Marketing 173

Clouded Judgement

JANUARY 24, 2025

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!

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud 311

Cloud AWS Azure AI 311

Clouded Judgement

JANUARY 28, 2025

What a last few days in AI land! DeepSeek came out with R1 and it created huge ripple effects in the tech world, maybe culminating with the DeepSeek app shooting up to #1 in the app store (is this real? The result of bot farms downloading in mass?). What is DeepSeek?

Cloud 190

Cloud Scale AI Scaling 190

Tom Tunguz

FEBRUARY 2, 2023

Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services. With an operating loss of $480m on 7.3b Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting.

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

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 296

Startup AI Cloud Mobile 296

Clouded Judgement

JUNE 14, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 343

Cloud Pricing AI Software 343

Clouded Judgement

FEBRUARY 14, 2025

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!

Cloud 144

Cloud Software Payment Features Subscription 144

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 325

Cloud Scale Startup SaaS 325

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 295

AI Cloud Startup SaaS 295

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

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 350

Cloud SaaS Enterprise Branding 350

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 312

Cloud Scale AWS AI 312

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 287

Cloud Sales Hiring Scale Business 287

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 315

AI Cloud SaaS Investment 315

Clouded Judgement

MARCH 29, 2024

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 Q4 Earnings Summary This week wrapped up Q4 earning season. I’ll post a more fulsome recap later, but will give a short summary here.

Cloud 284

Cloud Forecasting Payment Features Subscription 284

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn.

AI Search 312

AI Search AI Cloud Azure 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

Scale 287

Scale SMB Compensation AI 287

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

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 287

AI Cloud Enterprise SaaS 287

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 309

Cloud Payments Software Review Payment Solutions 309

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

Clouded Judgement

MARCH 1, 2024

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 Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021.

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

JUNE 19, 2024

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.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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 238

Artificial Intelligence Government AI Cloud 238

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

SaaStr

FEBRUARY 3, 2025

Jean Dwit (Chief Business Officer at Stripe) and Lindsay Scrace (COO at Checker) have done it multiple times at companies like Google Cloud, Stripe, and Checker. They came to SaaStr Annual to share what theyve learned about making the move to go more enterprise actually work.

Scale 275

Scale SMB Enterprise Enterprise readiness 275

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 315

SaaS Acquisition AI Cloud 315

Clouded Judgement

JULY 12, 2024

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! I believe this sums up a lot of the debates around “too much capex too little revenue.”

Cloud 288

Cloud AI Investment User Experience 288