SaaStr

OCTOBER 23, 2024

He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. If we go back to 2006, BILL was a cloud-based company. At the time, there were dozens of cloud-based companies. At BILL, logo retention is 86% in the first 90 days.

SMB 307

SMB Payment Services Payments Payment Methods 307

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 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

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! ” It’s just too early draw any long term conclusions.

Cloud 288

Cloud AI Investment User Experience 288

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. ServiceTitan discloses that their net retention is “>110%” Gross Margin Adjusted CAC Payback (Previous Q S&M) / (Net New ARR x Gross Margin) x 12.

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

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

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

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

Cloud 279

Cloud Scale Payment Methods Payment Solutions 279

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

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 Subscription Payment Features 284

SaaStr

AUGUST 18, 2024

Massimo Arrigoni, CEO of Beefree, and Enrica Lipari, the People and Culture Director of Beefree’s parent company, Growens, share 5 secrets to a high employee retention rate. Flexibility The second word of the word cloud was flexibility. Why do they stay? Let’s Start with Some Context Beefree passed $10M in ARR in 2022.

Retention 312

Retention Scale Company Culture Leadership 312

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

Clouded Judgement

FEBRUARY 10, 2023

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! Hard Landing? Soft Landing? No Landing? And more recently there’s even talk about “no landing.”

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Clouded Judgement

MARCH 10, 2023

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! Consumption Chart Last week I talked a bit about consumption trends. Came across an interesting chart I wanted to share.

Cloud 244

Cloud Trends Subscription Payment Features 244

Clouded Judgement

SEPTEMBER 13, 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 2024 Estimates Q2 earnings season is now behind us. One metric I like to examine is how much companies adjust their full-year guidance.

Cloud 252

Cloud Forecasting Metrics Subscription 252

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. Here’s to an uptick in 2024!!

Cloud 288

Cloud Forecasting Retention SaaS 288

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

Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. The enterprise segment outgrew the company’s average growth rate by 8 percentage points.

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

JANUARY 16, 2023

Mike Wiacek, CEO at Stairwell, Mo Jebrini, CTO at Mashvisor, and Michael Ermolenko, CTO at Inworld.ai, discuss with Helene Ambiana, Global SMB and Startups Marketing Director at Google Cloud, how they overcame the hurdles of scaling and reached their goals. . Build an irreplaceable team . Teams are the foundation of all successful projects.

Scale 259

Scale CTO Hire Cloud Scaling 259

Clouded Judgement

AUGUST 18, 2023

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 wanted to do a quick review of results so far to see what the data is showing us.

Cloud 243

Cloud Software Review Subscription Payment Features 243

Clouded Judgement

AUGUST 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. While churn has picked up, for the most part companies still have net retentions >100% (although there are a lot more these days that don’t…). Subscribe now Share Clouded Judgement Leave a comment And neither do Zombies.

Cloud 205

Cloud Acquisition Scale Metrics 205

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Headline CPI came in at 5.0%

Cloud 176

Cloud Subscription Payment Features Trends 176

Clouded Judgement

JULY 5, 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 Happy 4th! Declining Growth Everyone knows that growth as declined across the board over the last couple years. But by how much?

Cloud 184

Cloud Subscription Payment Features Metrics 184

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The recurring nature of software companies (who can keep net retention above 100%, and ideally above 110%) really creates great businesses. I’m as excited as ever about the long term cloud software markets.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MAY 19, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The rate of change also accelerated in Q1 (ie the rate of decel increased) Third - Net Retention. The median net retention in Q1 ‘23 also really fell of dramatically. Subscribe now Share Clouded Judgement Leave a comment

Cloud 167

Cloud Subscription Payment Features Retention 167

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)! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 196

Cloud Software Review Subscription Payment Features 196

Clouded Judgement

JUNE 7, 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 Budgets are Bifurcating Last week I showed some data that highlighted the struggles of software companies.

Cloud 190

Cloud AI Enterprise Revenue 190

Clouded Judgement

DECEMBER 22, 2023

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 184

Cloud Subscription Payment Features Revenue 184

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

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

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem. ” #5.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

MARCH 15, 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’ll put together my standard deeper dive quarterly review, but wanted to share some high level summary charts today. Let’s start with Q4 YoY growth.

Cloud 167

Cloud Software Review Subscription Payment Features 167

SaaStr

AUGUST 7, 2024

First, it’s a Cloud and SaaS leader we all look up to and know. 1m+ Customers Growing the Fastest (48%), With 98% Logo Retention This isn’t unique to Atlassian, but a reminder of how much the biggest customers are the fuel for growth for many SaaS and Cloud leaders today. Logo retention is 98%+. #2.

Cloud 299

Cloud Software Review Scaling Retention 299