SaaStr

OCTOBER 23, 2024

So at BILL’s scale, you have to put programs into place across the company to connect employees to customers, to help you focus on all the different stakeholders vs just the contract signer. 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.

SMB 310

SMB Payment Services Payments Payment Methods 310

SaaStr

OCTOBER 10, 2024

And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. So this is ongoing, albeit really only at the top start-ups and scale-ups. Public SaaS and Cloud companies, and AI leaders like NVidia, have still generated a lot of cash for shares. Epic times.

SaaS 315

SaaS Acquisition Cloud AI 315

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+. Cloudflare is what 20x ARR looks like at scale, post-IPO. But one thing has done well through all of it: security. We always need it, and the threats keep coming.

Scaling 275

Scaling Cloud AI Engineering 275

Clouded Judgement

JANUARY 28, 2025

To date, when we’ve talked about compute needs and being compute-constrained, it’s generally been related to scaling up pre-training. This is why debates started to rage around Nvidia towards the end of last year as we started to hear more and more about "scaling laws ending."

Cloud 190

Cloud Scale AI Scaling 190

SaaStr

JULY 28, 2021

Byron Deeter, general partner at Bessemer Venture Partners and I caught up on SaaS and Cloud in general and the upcoming Cloud100 awards and learnings. The full session is below and sign up for the Cloud 100 for FREE here. About 25% of the Cloud 100 top private SaaS companies are growing / grew 100% or more at $100m ARR (!).

Cloud 359

Cloud Scale Scaling Investment 359

Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting.

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

SaaStr

JANUARY 16, 2023

To convert an idea into a successful venture, startups need to be equipped to scale. 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.

Scale 261

Scale CTO Hire Cloud Scaling 261

SaaStr

DECEMBER 2, 2024

When we started there was basically no great content on scaling B2B companies. LinkedIn itself is an endless feed of B2B scaling content, in fact. The best have to radically evolve every 5 years, and totally reinvent themselves every decade. What about SaaStr? Now B2B content is everywhere. So I asked myself that question.

B2B 310

B2B Cloud AI Scaling 310

SaaStr

NOVEMBER 29, 2024

Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today. And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. I know for many, this seems a much harder time to find a new job What I can tell you is this. It’s not the crazy hiring market of 2021.

Sales Hiring 287

Sales Hiring Scale Marketing SaaS 287

SaaStr

AUGUST 25, 2021

But the vast majority of the top SaaS and Cloud companies have shown top-tier NRR can scale forever. The post High NRR Can Scale Infinitely. Bill.com sells to SMBs and it also saw its NRR expand post-IPO. Zendesk’s NRR here: There will be exceptions, of course. Probably even to $10B+ in ARR. So there are no excuses.

Scaling 340

Scaling Investment Cloud Customer Success 340

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 338

Cloud Azure AWS Marketing 338

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 287

Cloud Sales Hiring Scale Business 287

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud 296

Cloud Azure AWS Engineering 296

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.

Cloud 312

Cloud Scale AWS AI 312

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! SaaS is scaling faster than ever. But the next generation?

Cloud 336

Cloud Scale SaaS Acquisition 336

SaaStr

NOVEMBER 13, 2024

They stayed on at Cisco for some time to scale Meraki within Cisco, but at some point, Cisco wasn’t for them. And while we were tinkering, we were building little sensor systems, cause we knew how to make hardware and we knew how to cloud connect it.”

Scale 276

Scale CTO Coach New CTO Technical Review 276

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 320

Sales Hiring Scale AI SaaS 320

SaaStr

JULY 12, 2024

Scaling to $150M ARR and beyond is no simple task. Will this change as Grafana Labs scales? But they’re still one of the last remaining open-source companies at scale. Cloud was a big unlock for monetization. Stage three was going all-in into the Cloud. How did it come to be? Probably not.

Scale 294

Scale Scaling Sales Hiring Sales Recruiting 294

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 309

Cloud Payments Software Review Payment Solutions 309

SaaStr

OCTOBER 29, 2024

The Cloud came, and leaders like Talkdesk and Dialpad emerged to take large market share, and older folks like RingCentral and Five9 also rolled out Cloud contact centers. Billion+ ARR Growing 35%+, fueled by AI demand 10% of bookings from AI “Strong profitability” 6,000 Cloud Customers of 8,000 total customers Not bad.

AI 315

AI Cloud SaaS Investment 315

SaaStr

DECEMBER 18, 2024

Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure. The meta point is after a tough late 2023 and into 2024, SaaS, Cloud and more is back: In some cases, AI is the driver (Databricks, Palantir). But close enough for purposes of this post.

AI 287

AI Cloud Enterprise SaaS 287

SaaStr

AUGUST 18, 2024

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. I love this summary from Adam Schoenfeld at Keyplay enriching the Cloud 100 list: Net net, hiring is way up in the Cloud 100.

Cloud 325

Cloud Scale Startup SaaS 325

SaaStr

FEBRUARY 5, 2025

Of course, though in the early days this is impossible You dont have the scale or the capital or the customer base. Having said that, many Cloud leaders with consumption-based models often allow sales execs to retain accounts and upsell them for more than a year and keep commissions as those accounts naturally expand over years.

Scale 272

Scale Sales SaaS Cloud 272

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

SaaStr

AUGUST 15, 2024

There’s always someone a few years ahead of you on the scaling journey who can share their lessons learned. Robbie O’Connor, the GM EMEA at Notion and the first European hire at Asana and Dropbox takes the stage at SaaStr Europa to talk about the building blocks required to scale GTM teams and operations. Timing is also essential.

Scale 312

Scale Sales Hiring Scaling Innovation 312

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 293

Cloud AI Scale Customer Success 293

SaaStr

NOVEMBER 13, 2021

So just how many SaaS, Cloud, B2B/B2D pre-IPO unicorns are there really? So how many of them are like us — SaaS, Cloud software, or fintech that is SaaS-y? So prediction: at the end of 2022, we’ll have 1000 private SaaS/Cloud Unicorns and 50 private Decacorns. I count about 337 Unicorns and 15 Decacorns ; and.

Cloud 327

Cloud B2C Healthcare SaaS 327

SaaStr

FEBRUARY 26, 2025

Nvidia, Google Cloud, Azure, etc. 1% Dilution Many faster growing public SaaS and Cloud companies aim for 2% a year dilution or less from employee grants, down from the 10%+ common at start-ups. And while 9% growth isn’t crazy, think about the scale for a moment. But how about 2026+? We’ll see. 40 Billion ARR.

Scale 205

Scale Sales Hiring Azure Cloud 205

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

Sales Hacker

OCTOBER 29, 2024

With over 30 years of experience scaling companies from tens of millions to billions in revenue, including WebEx and Proofpoint, David brings a unique perspective on the intertwined nature of product and go-to-market. Trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency.

Scale 115

Scale Scaling Sales Funnel AI 115

SaaStr

DECEMBER 22, 2023

For any Cloud and SaaS Founders or execs seeking practical strategies and inspiration to stay ahead of the curve, this session’s for you. At the SaaStr Annual, Kiren Sekar, Samsara’s Chief Strategy Officer and founding chief Product Officer shared five lessons he learned along the way from scaling six products to $100M+.

Scale 309

Scale Scaling Strategy Sales Hiring 309

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! VIP Networking app for B2B founders and execs attending (no service providers, sorry!)

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

NOVEMBER 6, 2024

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. It’s driven Atlassian stock up +28% after the results: Is SaaS back? Let’s dig in.

Enterprise 293

Enterprise Pricing Cloud AI 293

SaaStr

AUGUST 10, 2023

Whether you’re going from nothing to something or already scaling and thriving beyond $10-100M, healthy, sustainable growth in SaaS is on every founder’s mind. Cockroach Labs’ CEO Spencer Kimball shares hard-won lessons from scaling from $0 to $5B and his time as an angel investor for more than 80 different startups. Ideas Are Cheap.

Scale 243

Scale Scaling Sales Hiring Cloud 243

SaaStr

FEBRUARY 25, 2025

Today, SaaS and Cloud is back. So the 2021 GTM Playbook is Dead. Almost all of us agree about that. That playbook was fueled by a desire to load up on 100s of new SaaS apps to fuel a pandemic-inspired buying spree. But we’re not expanding the total number of apps all that much. Our app count is staying flat. Or will replace it?

AI 271

AI Scale Social Media Generative AI 271

SaaStr

SEPTEMBER 29, 2023

We’re so many years into the Cloud, and here we are at hundreds of billions in annual Cloud spend and growing at 6x over eight years. Acquisitions may make sense when: You’re buying a true winner or number two in a category that will be too hard to compete into that’s strategically critical, and you’ve got enough scale to pull it off.

Scale 287

Scale Scaling Startup Sales Hiring 287

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. Not by far.

Cloud 296

Cloud Scale SaaS Pricing 296