SaaStr

OCTOBER 11, 2024

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.

Cloud 167

Cloud AI Artificial Intelligence Healthcare 167

SaaStr

OCTOBER 27, 2024

The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin #2. Why This is Good News for SaaS. #5. One Thing is Clear: AI Is Leading to 1000+ New Competitors in SaaS Top Videos and Pods: #1. “How To Perfectly Pitch Your Seed Stage Startup With Y Combinator’s Michael Seibel” #2.

AI 292

AI Cloud Startup SaaS 292

SaaStr

NOVEMBER 24, 2023

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.

Cloud 351

Cloud SaaS Enterprise Branding 351

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 144

Cloud Banking Subscription Payment Features 144

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 157

Cloud Forecasting Subscription Payment Features 157

SaaStr

FEBRUARY 5, 2025

Dear SaaStr: Do SaaS Companies Typically Pay Their Sales Reps a Bonus on Renewals? Simple answer: almost no SaaS companies pay sales reps on standard renewals. Weve all learned this over the past years in SaaS: You want qualifiers qualifying BDRs. If So, How Much is Typica l? You want openers opening SDRs. Not renewing.

Scale 269

Scale Sales SaaS Cloud 269

SaaStr

OCTOBER 29, 2024

So it’s been a sloooow time in SaaS IPOs since the boom times ended in December 2021. There have been just 3 SaaS IPOs since December 2021: Klaviyo OneStream Rubrik And all were strong ones, at $500m+ ARR or so, growing ~50% or so. The clock in the end ticks on liquidity, and the most for Private Equity-backed SaaS players.

AI 313

AI Cloud SaaS Investment 313

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend. They also importantly predict SaaS spend to grow to $200 Billion next year, also up almost 20%. That’s a lot.

Cloud 358

Cloud B2C SaaS Enterprise 358

SaaStr

DECEMBER 18, 2024

and >accelerating< – 80% Gross Margins – 500 $1m+ customers 20x ARR doesnt seem >that< high pic.twitter.com/5qW7jeReQc — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) December 17, 2024 So SaaS is back. Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure.

AI 284

AI Cloud Enterprise SaaS 284

SaaStr

NOVEMBER 13, 2024

So who’s doing well in SaaS today? ” Samsara’s Rise to Vertical SaaS Leader Samsara is now hailed as a vertical SaaS leader, growing at a remarkable pace—36% at an astounding $1.26 Key Takeaways Samsara stands as a testament to the potential of SaaS to transform and modernize traditional industries.

Scale 274

Scale CTO Coach AI New CTO 274

SaaStr

OCTOBER 16, 2024

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

Scale 284

Scale SMB Compensation Cloud 284

Tom Tunguz

MARCH 13, 2025

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. When will it change ?

Software 161

Software Cloud SaaS Marketing 161

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

SaaStr

NOVEMBER 12, 2024

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

Startup 293

Startup AI Cloud Mobile 293

SaaStr

NOVEMBER 18, 2024

So the best of the best in SaaS and Cloud are still on fire. years on average to IPO in SaaS. The last 3 SaaS IPOs took 11.3 It may take you almost 14 years to pull off a Great IPO in SaaS. So 17+ years for VCs to liquid on SaaS IPOs. More on that data here. Years Or More For The Next Batch.

Cloud 315

Cloud SaaS Data 315

SaaStr

OCTOBER 23, 2024

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And then … there is Palantir.

Artificial Intelligence 236

Artificial Intelligence Government AI Cloud 236

SaaStr

FEBRUARY 3, 2025

Jean Dwit (Chief Business Officer at Stripe) and Lindsay Scrace (COO at Checker) have done it multiple times at companies like Google Cloud, Stripe, and Checker. In 2019, top SaaS companies spent 50-55% of revenue on sales and marketing. It’s down to 30%.

Scale 272

Scale SMB Enterprise Enterprise readiness 272

SaaStr

FEBRUARY 5, 2025

IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders. For SaaS founders, the opportunity lies in building specialized solutions that leverage foundation models while adding unique domain expertise and data advantages. cost savings, 35% time savings The Partner Ecosystem Play IBM isn’t going it alone.

AI 185

AI Scale SaaS Government 185

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 337

Cloud Azure AWS Marketing 337

Clouded Judgement

JUNE 14, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. If AI delivers on its promise, it may spell the end of the SaaS business model as we know it. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model.

Cloud 343

Cloud Pricing AI Software 343

SaaStr

AUGUST 18, 2024

So layoffs are still happening and it’s harder in many spaces in SaaS. 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. Pick a few of the Cloud 100 and other leaders.

Cloud 324

Cloud Scale Startup SaaS 324

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. consensus) and 0.5%

Cloud 144

Cloud Software Subscription Payment Features 144

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. Thoma Bravo is one of them.

AI 202

AI Software Cloud B2B 202

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

OCTOBER 23, 2024

Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ Going Long We’ve written before on the power of going long in SaaS. If we go back to 2006, BILL was a cloud-based company. in revenue. Are We In a Downturn?

SMB 307

SMB Payment Services Payments Payment Methods 307

SaaStr

DECEMBER 14, 2023

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.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

OCTOBER 24, 2023

And yet, overall Cloud spend continues to grow to record levels. Their Cloud business is on fire. SAP expects to close the year out with their Cloud and SaaS businesses at a $15 Billion run-rate. And even at that scale, Cloud sales are growing a stunning 16% (!). Their $15 Billion Cloud Business is Accelerating.

Cloud 284

Cloud Sales Hiring Scale Business 284

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

NOVEMBER 28, 2023

Overall, the BVP Nasdaq Emerging Cloud Index is up 22.97% this year. I went further and put together a quick list of 25+ SaaS and Cloud leaders to see how their share prices are doing. But still a reminder, quietly, this isn’t too bad a year or a time for many SaaS and Cloud leaders. But not everyone.

Cloud 293

Cloud Scale SaaS Pricing 293

SaaStr

NOVEMBER 22, 2024

Want to know how to be better than 95% of the world in SaaS sales? And this is from a top Cloud company today: Both are more work than 95% of folks are doing today. Honestly it’s easy. Or at least, it’s plain and simple. If you’re truly willing to put in the work. The 2 simple edges in sales: #1. Maybe 99.5%.

Sales 301

Sales Cloud Enterprise SaaS 301

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

NOVEMBER 6, 2024

It’s driven Atlassian stock up +28% after the results: Is SaaS back? Raising Guidance and Growth Rate for Cloud Revenue To +24% a Year That’s pretty darn impressive growth at almost $5B in ARR, and just as importantly, they’re raising their prediction here. #2. Wall Street is happy. Let’s dig in.

Enterprise 290

Enterprise Pricing Cloud AI 290

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 284

Cloud Forecasting Subscription Payment Features 284

SaaStr

JANUARY 15, 2025

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. But one thing has done well through all of it: security. We always need it, and the threats keep coming. And Cloudflare has been one of the biggest beneficiaries.

Scaling 273

Scaling Cloud AI Engineering 273