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Duplo Cloud – Our 6-Time Champion! 🏆 A massive welcome back to Duplo Cloud , who continues their incredible streak as a 6th-time sponsor of SaaStr Annual! What Duplo Cloud Does : Duplo Cloud is the DevOps automation platform that eliminates infrastructure complexity for fast-growing companies.
Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2025 , down from $2.33
Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Net new ARR added was down 28% from Q1 last year.
Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.
Speaker: Ahmad Jubran, Cloud Product Innovation Consultant
In order to maintain a competitive advantage, CTOs and product managers are shifting their products to the cloud. Many do this by simply replicating their current architectures in the cloud. Join Ahmad Jubran, Cloud Product Innovation Consultant, and learn how to adapt your solutions for cloud models the right way.
The Cloud Bubble Lasted About 18 Months. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #3. Top SaaStr Posts of the Week: #1. “A Lot of Great Sales Leaders — Just Aren’t Great at Selling Anymore. And Why You Really Need a VP of Sales, and Not a CRO.” ” #2. appeared first on SaaStr.
Why 40% Cloud Adoption Marks the End of Easy Growth. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. Market Saturation Happens Faster Than Expected : At just 40% cloud adoption, we’re already seeing mature market dynamics.
We’re on the top 1% on Spotify overall and just added video there, and our YouTube has become a great stream of the best of the best in SaaS, Cloud and AI. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9. It’s been a great year for SaaStr videos and podcasts. appeared first on SaaStr.
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 Happy 4th! Just updating the tables / charts this week, I’ll be back next week with more written content.
The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.
State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #2. The Secrets to Selling and Scaling in Vertical SaaS with Slice’s CRO The post The Top SaaStr Posts, Videos and Podcasts of the Week: Bessemer’s AI State of the Cloud, CEO Klaviyo, CROs of Rippling and Slice, and More!
Every year, Bessemer Venture Partners releases a State of the Cloud report. This year, it’s all about AI, which is why Sameer Dholakia, Partner at Bessemer, calls it the Cloud AI Era. Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. Like we’re all here at SaaStr in Cloud.
Thread AI’s founder and Palantir alum Maya Gonimah has cracked the code on enterprise AI implementation through their strategic partnership with Google Cloud. Darren Mowrey (Google Cloud) Darren leads strategic partnerships at Google Cloud, focusing on helping startups scale their AI implementations.
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
In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!
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! Or at least, they don’t hold if you’re trying to build a breakout company… So many of these markets are still wide open.
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 The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up!
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 How to Spot ERR Last March (crazy it’s already been a year since I wrote this post!) I wrote an article about ERR vs ARR.
Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real fear among incumbents that they’ll get reduced to dumb databases as the software stack shifts from cloud apps to agents. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
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 Cost of Intelligence It continues to shock me how quickly the cost of tokens (ie intelligence) has dropped.
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.
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?
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!
Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach. Packaging and Deployment Workflow: Embedded analytics solution should work seamlessly with your current application.
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! This week, we saw an economic forecast predict Q1 GDP to shrink nearly 3%.
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?
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 Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. For some public companies, they disclose ARR.
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.
DataRobot together with Snowflake – a leading cloud data platform provider — is helping data scientists stay current with the latest technology and data science best practices so that they can excel in an increasingly AI-driven workplace.
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.
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!
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.
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.
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.
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.
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
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.
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.
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.
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.
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
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.
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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