SaaStr

MARCH 18, 2025

” – Colin Jones, CRO Emeritus at Wiz You may have seen the news that Google is making its biggest acquisition — by far — of Cloud and SaaS security leader Wiz for a stunning $32 Billion (!). This practical, observable metric drove more decision-making than sophisticated dashboards or forecasting models.

Scale 179

Scale Sales Hiring Scaling Headcount 179

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For the majority of the software universe, Q4 earning season was not a catalyst for future forecasts to go up. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 284

Cloud Forecasting Subscription Payment Features 284

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.

Cloud 281

Cloud Forecasting Retention SaaS 281

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

JULY 18, 2022

So Gartner has its latest report out on worldwide IT forecasts, taking into account inflation, the Ukraine invasion, current effects, and other volatility today. Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4% In fact, it looks like the best year ever for SaaS and Cloud. Go forth and conquer!!

Venture Capital 345

Venture Capital Software Cloud Forecasting 345

Tom Tunguz

JULY 28, 2022

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 322

GCP(Google Cloud Platform) AWS Startup Azure 322

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. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. Financial and Operational Reporting.

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

NOVEMBER 8, 2021

With too many examples from SaaStr Annual 2021 to call out specifically, here are 2 “Cloud talks plus decks” that I can imagine the Self-Taught Founder relying upon: David Sacks On SaaS Org Charts. 3 – Cloud = Consistently Bigger Than Expected. 3 – Cloud = Consistently Bigger Than Expected.

Scale 354

Scale Cloud Forecasting Pricing 354

Clouded Judgement

SEPTEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Officials adjusted their unemployment rate forecast for this years end from 4% to 4.4% After the cuts this week, and with the forecasts for the rest of the year, the fed is telling us there will be ~1% of aggregate cuts this year.

Cloud 157

Cloud Forecasting Revenue Investment 157

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. So the big question we have to ask ourselves now - does the Fed have a better ability to forecast today than they have in the past? Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 190

Cloud Government Banking Software Review 190

Sales Hacker

JULY 28, 2021

After spending many quarters creating sales forecasts, you should have the process down and deliver precision accuracy. Unfortunately, sales forecasting is not that straightforward. In fact, 60% of forecasted deals don’t close, leading to uncomfortable conversations about budgets and with investors. What is sales forecasting?

Forecasting 131

Forecasting Scale Sales Hiring Sales 131

Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That was more broadly a period of ZIRP, and it’s interesting that today the 10Y isn’t hugely different from where it was in the period of 2010 - 2020 Morgan Stanley CIO Survey Everyone is eagerly awaiting 2023 forecasts to be “de-risked.”

Cloud 130

Cloud Forecasting Subscription Payment Features 130

Clouded Judgement

MARCH 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s risk that the rebound is pushed further out in the future which makes it tricky to forecast / know when things get better. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 144

Cloud Forecasting Subscription Payment Features 144

SaaStr

AUGUST 10, 2022

And importantly — Atlassian sees and is currently forecasting no slowdown. 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. 5 Interesting Learnings. #1.

Scale 277

Scale Headcount Cloud Forecasting 277

Clouded Judgement

DECEMBER 2, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 2023 Forecasts There are 2 primary questions that matter right now for software stocks - are rates going up or down, and are numbers (foreword estimates) going up or down. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Forecasting Software Review Revenue 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! They don’t happen overnight.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And when you drill deeper into the Gartner forecast between 2023 and 2027, $3 trillion will be spent on AI. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Marketplace as a Service AI Subscription 167

Clouded Judgement

APRIL 9, 2025

Q4 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 144

Cloud Software Benchmarks Retention 144

SaaStr

APRIL 28, 2022

Outreach , the first and only Sales Execution Platform, helps revenue teams bring intelligence to workflows, unlock full visibility across the entire revenue cycle, and commit their forecasts with confidence. Expense reports and out-of-pocket purchases just don’t work for today’s forward-thinking teams.

Forecasting 268

Forecasting compliance Finance Cloud 268

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. Commentary from the cloud providers seems to be that the major macro headwinds around optimizations and new deal scrutiny have started to abate. ” 3 months later, what happened to those green shoots? So we’d expect the YoY growth rate to pick up in Q3 ‘23.

Cloud 184

Cloud Software Benchmarks Retention 184

SaaStr

FEBRUARY 3, 2021

Okta is one of the more interesting Cloud and SaaS leaders, growing from its early roots as one of several Cloud identity vendors, to the break-out leader, to expanding its product profile to developers and customer identity, and more. It shows the size and scale of Cloud continues to just shock us. Well past $1B in ARR.

Outsourcing Services 278

Outsourcing Services Outsourced Development Cloud Scaling 278

Baremetrics

MAY 20, 2021

Financial forecast software helps you create projections of financial outcomes within a specified area of your company. In this article, we list the top 10 financial forecast software options for 2021. Are you interested in how your business would benefit from intelligent financial forecasting software? start free trial.

Payment Solutions 87

Payment Solutions Forecasting Payments SaaS Payments 87

Clouded Judgement

OCTOBER 3, 2024

Q2 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 167

Cloud Software Benchmarks Retention 167

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Powell said the Fed staff no longer is forecasting a recession. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

JULY 29, 2021

SalesLoft’s Sales Engagement Cloud Ecosystem will highlight key brands supporting sales and support teams, while providing a sample of SalesLoft’s partnering power from their over 100 integrations that exist within their App Directory. SaaStr is the world’s largest community of SaaS executives, founders and entrepreneurs.

Scale 269

Scale Cloud Government B2B 269

Nimble - Sales

JANUARY 5, 2021

The global Information Technology Industry is forecasted to reach revenues of $4.8 The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog. The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog.

Cloud Engineering 118

Cloud Engineering Software Development Outsourced Development Engineering 118

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 167

Cloud Software Benchmarks Retention 167

SaaStr

MAY 17, 2024

Depending on the stage and maturity of your business, how far can you realistically forecast, and how do you want to set up your process around that? You can set longer-term goals and know where you want to be, what strategy could get you there, and how to differentiate in the space, but tactically, how far ahead can you forecast?

Scale 292

Scale Technical Review Sales Hiring Artificial Intelligence 292

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. We’re so close now to the 2024 SaaStr Annual!! The 10th Annual!! But the good news is attendance for this year’s Annual is already running at 105% of last year !

Benchmarks 286

Benchmarks Finance Business Model Forecasting 286

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 176

Cloud Software Benchmarks Retention 176

SaaStr

JUNE 1, 2023

From prospecting to deal management to forecasting, our platform leverages automation and artificial intelligence to help revenue leaders increase efficiency and effectiveness of all go-to-market activities and personnel across the revenue cycle. SAP for Startups? It’s an unexpected story! Power-up with the Grow with SAP program.

Scale 245

Scale Payments Payment Solutions Artificial Intelligence 245

SaaStr

DECEMBER 26, 2022

Next year is forecasted to be even more bullish. Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review 245

Software Review Software Azure Cloud 245

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

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 167

Cloud Software Benchmarks Scale 167