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. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 343

Cloud Pricing AI Software 343

SaaStr

SEPTEMBER 14, 2020

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. Now, across all industries, 94% of companies today use at least one cloud solution.

Technical Review 350

Technical Review Cloud Software Review Technology 350

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

MARCH 16, 2021

We’ve used various bits of the BVP Nasdaq Index and metrics since they launched a few years ago to highlight trends in SaaS and Cloud. This week even after a pullback, public SaaS and Cloud companies are up an eve 1000% (!) SaaS and Cloud are up +1000% since 2013. since 2013. But does it even matter?

Cloud 322

Cloud SaaS Trends Metrics 322

SaaStr

AUGUST 22, 2021

Recently Bessemer Venture Partners did another great deep give on Cloud metrics at the Cloud 100. They’ll update their classic “State of the Cloud” on Sep 27-29 at SaaStr Annual 2021 in the SF Bay Area so come join us there for the latest! But only the best SaaS and Cloud get these multiples.

Cloud 335

Cloud Scale SaaS Acquisition 335

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

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. Update on Q4 Earnings One metric I love tracking in net new ARR added in a quarter. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

OCTOBER 16, 2021

Bessemer Venture Partners Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation in SaaS around the globe. Enter your email below for the latest SaaStr updates.

Cloud 284

Cloud Mobile Innovation Metrics 284

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

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And very well may lead to better “other” metrics like retention or churn. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 288

Cloud AI Investment User Experience 288

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 284

Cloud Forecasting Subscription Payment Features 284

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

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

SaaStr

NOVEMBER 15, 2022

Metrics are the key to evaluating success and setting goals, but not every SaaS business should orient itself around the same one-size-fits-all numbers. This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. as a common language to analyze a cloud business.

Metrics 272

Metrics Machine Learning Artificial Intelligence Technical Review 272

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. One metric I like to examine is how much companies adjust their full-year guidance. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 252

Cloud Forecasting Metrics Subscription 252

Tom Tunguz

SEPTEMBER 19, 2021

In other words, customers pay for their own hardware, rather than using GitLab’s cloud, which reduces the costs of goods sold and boosts gross margin relative to other cloud products. The breadth of the solution is hard to convey, unless you visit the features page ; when printed it’s more than 100 pages long. Revenue, $M.

Metrics 304

Metrics Outsourced Development Scale Cloud 304

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

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Clouded Judgement

NOVEMBER 18, 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. ”” Benchmark Data The data shown below depicts how the ServiceTitan data compares to the operating metrics of current public SaaS businesses.

Benchmarks 299

Benchmarks Payments Payment Services SaaS Payments 299

SaaStr

AUGUST 12, 2024

The post New SaaStr Annual Speakers Alert: CROs of Rippling, Checkr and DeepL; CBO of Stripe; Bessemer’s State of the Cloud: AI Edition appeared first on SaaStr. And so, so much more!! See everyone in SF Bay, Sep 10-12 at SaaStr Annual 2024 !

Cloud 290

Cloud AI Scale Customer Success 290

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. 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

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

SaaStr

MAY 3, 2024

What are the three most under-discussed metrics on social media, with VCs, and especially with founders? The top leaders in SaaS and Cloud still have triple-digit NRR, so you’ll still grow even if you bring in no new customers. They went from on-prem to a SaaS model and may flatter their metrics a little by confusing them.

Metrics 300

Metrics SaaS Scale Social Media 300

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! Sessions typically focus on real metrics, strategies, and lessons learned, not theoretical concepts.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. This modern architecture for data analysis, operational metrics, and machine learning enables companies to process data in new ways. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely.

Data Analysis 257

Data Analysis Cloud Data Scaling 257

SaaStr

OCTOBER 16, 2024

So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

Clouded Judgement

AUGUST 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Today, companies large and small are asking questions like “how should I balance growth vs profitability” or “what metrics will it take to raise my next round.” Subscribe now Share Clouded Judgement Leave a comment

Cloud 205

Cloud Acquisition Scale Metrics 205

SaaStr

APRIL 28, 2022

And we religiously track the NRR of all public cloud and SaaS leaders in our 5 Interesting Learning series. It’s epic NRR that has fueled UiPath, Twilio, Snowflake, and so many other Cloud leaders. So don’t get me wrong — NRR is a Top 3 Metric for any SaaS company. High NRR is the key to the magic in SaaS.

Customer Success 260

Customer Success Metrics Scale Retention 260

Tom Tunguz

FEBRUARY 13, 2023

Turning to our customer metrics in the fourth quarter. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. I’m adding Cloudflare to the list of tracked companies for this series. From a geographic perspective, the U.S.

Cloud 235

Cloud Azure Headcount Software Review 235

Intercom, Inc.

AUGUST 9, 2022

We’re delighted to share that Intercom has been named to the Forbes Cloud 100 2022 , landing at #35 on the definitive ranking of the top 100 private cloud companies in the world. We’re honored to see so many Intercom customers featured in the Cloud 100, as well. It’s a very competitive field.

Cloud 211

Cloud Leadership Innovation Communication 211

SaaStr

MARCH 21, 2021

“The 5 Metrics You Should Track to Maximize Your Company’s Valuation with Tomasz Tunguz” A crowd favorite from SaaStr Build 2021. #4. “The State of the Cloud: 2021 with Bessemer Venture Partners” Missed the 5th annual edition of State of the Cloud? What’s Support Ops, you ask? Find out here! #3.

Cloud 261

Cloud Scale Customer Success Scaling 261

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 243

Cloud Software Review Subscription Payment Features 243

Clouded Judgement

JULY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184

Cloud Subscription Payment Features Metrics 184

Clouded Judgement

APRIL 14, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Net New ARR Slowdown It’s no secret that cloud software businesses have seen headwinds over the last couple quarters. Follow along to stay up to date! CPI / Fed Update March CPI data came in this week. Headline CPI came in at 5.0%

Cloud 176

Cloud Subscription Payment Features Trends 176

Clouded Judgement

JUNE 7, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 190

Cloud AI Enterprise Revenue 190

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 196

Cloud Software Review Subscription Payment Features 196

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176