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So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Growth Has Re-Accelerated Fueled by commercial and government contracts, and by AI-related demand in both, Palantir is seeing growth re-accelerate from 2023. And then … there is Palantir. Billion ARR.
Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.
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. The Governance Opportunity Many organizations are testing AI infrastructure that lacks governance controls. Everyone is trying to DIY without knowing how.
Thats where SaaS governance comes in. What is SaaS governance? SaaS governance is the process of managing and controlling SaaS applications within an organization. Continuous monitoring and improvement SaaS governance isn’t a one-time project; it’s an ongoing process.
They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. And the average Government customer pays $10m a year (more below). #3. Government Revenues Plummeted, While Commercial Kicked Into High Gear. Fast forward to today, and so much has changed. But at $1B ARR it was growing 49%.
Cloud is on fire. Every airline without government support will collapse. Trillions of government support is ending soon. SaaS and Cloud can’t escape the mass bankruptcies coming. That can be your base plan to start, for both top line (revenue) and burn rate. Build One Now. So we’re gonna have to ride it out.
Every week I’ll provide updates on the latest trends in cloud software companies. The government is going through quite a bit of quantitative tightening. In simplest terms, the government is selling bonds (ie raising cash) to fund operations and pay down interest expenses on the massive debt burden they have.
Abnormal Security Grows 100%+ at $200m, Raised at $5B Another Cloud security leader growing at a breathtaking pace. ARR A big beneficiary of AI and government spend. #5. NRR stayed strong at 115% and it raised guidance going forward. #3. Not Wiz fast. But very, very fast. #4. Palantir Also Sees Growth Accelerating, Grows 27% at $2.8B
This has been an incredible roller-coaster for us in SaaS and Cloud since March 15, for some even more than others, but an incredible amount of change for all of us. Other than Zoom and a few others, it seemed like the world would crash deeply for SaaS and Cloud. Now, we have to deal more with the Work Outside of the Cloud.
For over 20 years, Exclaimer has been providing world-class on-premises and cloud-based email signature software and solutions for Microsoft 365 (formerly Office 365, Google Workplace (formerly G Suite), and Microsoft Exchange. Deel works for independent contractors and full-time employees in more than 150 countries, compliantly.
We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. Some of them will employ the four fundamental innovations of web3 : permanent ownership, paying customers with “equity,” regulatory arbitrage, and new governance models (DAOs).
With long-term success comes some approach towards governance, which includes data and AI governance. That end-to-end model lifecycle needs to be done in a governed and transparent way, so you have a full line of sight to explain the ability of models to come to the decisions they make.
This is my first time in the UAE and it’s been incredible - it’s amazing to see what’s possible with a business friendly government that is massively committed to diversifying their economy. In business and government, leadership matters! Subscribe now Share Clouded Judgement Leave a comment
” Data center revenue totaled $26b, with about 45% from the major clouds ($13b). These clouds announced they were spending $40b in capex to build out data centers , implying NVIDIA is capturing very roughly 33% of the total capex budgets for their cloud customers. Is this a problem for the clouds? 26% 2021 4.3
Skyflow ’s data privacy vaults deliver security, compliance, and governance via a simple API. At the 8th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors. Join these incredible companies to experience all the value of SaaStr!
Smartsheet like most other SaaS and Cloud leaders held the line on costs and expenses, but still grew revenue. And they grew a government contract to $1.6 12-15 months later, it’s a whole new world. The result? A much, much more efficient company in 2024. And a few other interesting learnings: #6. million in ARR.
The Fed’s Repo market had to essentially be bailed out by the government. Cloud is a tidal wave. Cloud momentum is unstoppable. More and more of the $1 trillion spent on IT is still going to continue to move to the Cloud. No one really expected this. Having a high profile IPO like this fail is a bit scary.
The wallet architecture also eliminates the opaque sea of intermediaries clouding the ad marketplace. Apps could encode user metadata as an NFT governed by a smart contract that enforces royalties. Imagine being able to segment and target based on millions of users’ purchasing history in real-time.
Imagine you have a dollar to invest and you can choose between two options: a public cloud service or a layer 1 blockchain. A token provides voting rights when it is a governance token that governs a DAO (Decentralized Autonomous Organization). A DAO is the governance organization of a crypto company.
Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Centralize governance. Instead of trying to democratize complex, per-product billing knowledge across your team, create a small team of engineers to navigate the world of cloud computing.
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. Increased sanitization and hand washing. Founded in 2012 by serial enterprise entrepreneur Jason M.
We’re entering a period wherein governments regulate large technology businesses more actively. Depositions, document collection, strategy meetings flood executive calendars - not for one government but for the US, the EU, the UK, & Australia - all core markets for software businesses - each of which can block the merger.
Instrumentation and Governance Enable Many New Use Cases : Today’s data leaders are struggling. Meanwhile, regulation and compliance mean the governance burden only increases. They are faster to get started (no account creation), they can scale very quickly, and they can rise to enterprise levels with commercial cloud offerings.
Security systems govern access to databases akin to secrets management & identity access management solutions do in the cloud. Data contracts express the commitments data teams make to others in the company about data freshness, format, & consistency - again drawing parallels to the service-level agreements in core engineering.
Last week, OpenAI represented the future cloud of AI : the technology developers & product managers used to build a demo, then a beta, then a full-fledged product, rather than building from scratch. Today, every product & engineering leader must be reconsidering that assumption.
Navigating the cloud requires more than just user-friendly interfaces and storage solutions. Enter AI-Driven SaaS Governance—a powerful ally in your security toolbox. What is AI-Driven SaaS Governance? What is AI-Driven SaaS Governance? You need robust security to guard against ever-evolving threats.
Data governance challenges: AI tools often handle sensitive data, and without proper governance, organizations risk compliance violations and data privacy breaches. The ease with which employees can now access and integrate powerful AI tools has outpaced the ability of IT to establish effective governance and security measures.
Resilient companies are built in the cloud. While older legacy companies have struggled to adapt to working at home, agile modernists like Aircall have taken advantage of total integration with the cloud to seamlessly make the switch. Today, more than 60% of the tools on the marketplace have been built by third parties.
BetterCloud is featured in 145 G2 Winter 2025 Grid Reports and named a Leader in SaaS Operations Management, SaaS Spend Management, Data Loss Prevention, and Cloud File Security. See why BetterCloud is a leader in SaaS Operations Management and Cloud File Security. To our amazing customers, thank you!
For any Cloud and SaaS Founders or execs seeking practical strategies and inspiration to stay ahead of the curve, this session’s for you. The pie chart shows the different industries customers were in — schools, local government, food, transportation, etc. Instead, they focused on the common threads.
Not all offer databases governed by an open source license.) But if you said, “Each offers an increasingly popular database-as-a-service cloud offering,” you’d be spot on. If you said, “They’re all open source database vendors,” you’d be mostly correct. Also on InfoWorld: Do you really need Kubernetes?
It is owned by the Hong Kong SAR Government and provides seed investments through its Cyberport Creative Micro Fund and Incubation Programme. Temasek Holdings is an investment company founded by the Singapore government in 1974. GIC is the Government of Singapore Investment Corporation, founded back in 1981. Founded: 2011.
Building on its WebEx product line, Cisco plans to deliver an air-gapped, cloud-based collaboration system for companies involved in US national security and defense work, extending the secure offerings the company already provides to industries that require collaboration tools with strong security measures to meet US government requirements.
It is a cloud-based platform that offers the services of Asia’s top AI assistant for hotel staff – Gaia. It provides smart hardware self-development and cloud service. Mobingi integrates server deployment, scaling and application lifecycle automation through its cloud solution. Funding to Date : $1.3M from a seed round.
Before founding Synthesia in 2017, he co-led Immersive Futures, shaping the UKs VR/AR industry and working with the UK government to establish Londons first high-quality volumetric capture studio, Dimension. He also co-founded Coincall, a privacy-focused crypto portfolio tracker, later selling it in 2019. GET ISO 27001 COMPLIANT 90% FASTER 6.
When configurations often change, like in cloud productivity suites, risks grow. Unknown SaaS apps lurking around your SaaS environment jeopardize security posture and compliance with government and industry regulations. Thus, there needs to be continuous monitoring, an immense task without automation. Cross-site scripting (XSS).
Last week, our CEO, Jesse Levin, had the pleasure of speaking with Rentokil Initial CIO (BetterCloud customer), Mark Purcell, on theCUBE podcast with Rob Strechay for Google Cloud Next 2025. As organizations continue to invest in AI, many are using SaaS management tools to maintain governance requirements and fund new AI initiatives.
This week Microsoft offered up a presentation on its “ Microsoft Cloud For Sustainability ” effort, which should benefit companies trying to wrap their arms around efforts to reverse climate change and pollution.
373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.
Managing Azure cloud services can feel like swimming upstream. Cleaning up the mess: File governance for SharePoint and OneDrive Anyone whos managed Microsoft 365 knows that file sprawl is a real problem. BetterCloud enhances identity governance by adding automation and visibility. Sound familiar? You’re not alone.
I can give you marketing examples about how robots are sitting on my laptop and then in the cloud doing work for us that we hate doing, the work that is done in a contact center or in an airline or work that’s done in your finance business. It’s no different than in federal government. That’s what you were born to do.
Enterprise data management vendor Informatica will be adding generative AI capabilities to its Intelligent Data Management Cloud (IDMC) via the addition of ClaireGPT and AI Copilot.
PracticeSuite allows healthcare offices to adopt a cloud-based office solution to care, collect, connect, collaborate, build credibility, prevent cyberattacks, and be compliant all under one roof. To date, Cory is responsible for adding $700,000 + in additional revenue to PracticeSuite’s bottom line. Registration link coming soon.
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