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

Clouded Judgement

MARCH 28, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Starting and scaling a software company was really hard. If you, as a software company, got to a certain scale and brand awareness, it was really hard for others to catch you.

AI 184

AI Cloud Scale Scaling 184

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Great Services-To-Software Rotation There's a lot of debate right now about the economic impact of GenAI. And that shift will dramatically expand the size of software markets (and the equity value created).

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. Q1 was a very weak quarter of software earnings. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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

Clouded Judgement

DECEMBER 20, 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.

Cloud 167

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

SaaStr

OCTOBER 10, 2024

He summarized the M&A (acquisitions) of The Top 10 Software Acquirers. And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. The Top 10 Software acquirors’ M&A activity is down -90% or more from 2021. A record low. See above from Thomasz.

SaaS 312

SaaS Acquisition AI Cloud 312

Clouded Judgement

JANUARY 24, 2025

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

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MARCH 7, 2025

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

Cloud 157

Cloud Forecasting Payment Features Subscription 157

SaaStr

OCTOBER 23, 2024

This gets more challenging when you have stakeholders who aren’t the ones buying the software. 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. There was no software yet. If we go back to 2006, BILL was a cloud-based company.

SMB 307

SMB Payment Services Payments Payment Methods 307

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. Third, DuckDB can be embedded in software. But most workloads aren’t massive. Second, DuckDB is fast.

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services.

GCP(Google Cloud Platform) 307

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 307

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

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 293

Cloud Azure AWS Engineering 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 326

Cloud B2C Healthcare SaaS 326

Tom Tunguz

JANUARY 25, 2021

When products and services fail, customers can’t buy online or use their software, they churn, and the company suffers brand damage. Too much downtime can trigger clauses in software contracts for service level agreements (SLAs), which start cancellation conversations. Just how effective is chaos engineering?

Software 357

Software Cloud Engineering Technology 357

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

JULY 18, 2022

Gartner: businesses will spend $100,000,000,000 more on software in 2023 than 2022. As of July 2022, Gartner predicts: Overall business software spend will still grow a stunning 11.8% That means $100 Billion more software spend in 2023 than 2022. Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4%

Venture Capital 347

Venture Capital Software Cloud Forecasting 347

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Incrementalism vs Transformative Leaps Over the last 5-10 years, software markets have become increasingly crowded. An example of a platform shift is the creation of the cloud. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

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

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. ” Both Google & Microsoft have announced Copilot for security products, features that other security vendors including Cisco are developing, uggesting this may be the next vertical to grow from AI after content generation & legal software.

AI Search 304

AI Search AI Cloud Azure 304

Tom Tunguz

AUGUST 17, 2021

announces Preset Cloud, a fully hosted cloud service for Apache Superset, is generally available. Preset provides a managed service of Apache Superset, an open source business intelligence software which Maxime Beauchemin started in at Airbnb. In addition, Preset.io The first five users are free, forever.

Cloud 304

Cloud Data Software Management 304

SaaStr

OCTOBER 26, 2021

Unprecedented levels of growth for business software in the enterprise. They’ve now updated that and predict an even further, and stunning, acceleration in enterprise software spend in 2022 — now up to 11.5% The Best of Times in SaaS and Cloud, indeed.

Forecasting 335

Forecasting Enterprise Software Cloud 335

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For the majority of the software universe, Q4 earning season was not a catalyst for future forecasts to go up. Coming out of earnings season, full year consensus estimates will be slightly down for the software universe.

Cloud 284

Cloud Forecasting Payment Features Subscription 284

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

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I also think looking at AI “ software” revenue over the course of time will drastically understate its impact. This pushed a lot of software stocks higher on Wednesday. Follow along to stay up to date!

Cloud 288

Cloud AI Investment User Experience 288

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). This is good news for the broader infrastructure software universe.

Azure 184

Azure Cloud Software AI 184

Clouded Judgement

MARCH 1, 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 317

Cloud AI Investment Metrics 317

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! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” Were 2023 Software Estimates Already De-Risked To Start The Year? Another topic I’ve discussed at length here is the question of “are forward estimates too high” for software companies. Hard Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Generally, software companies follow a beat-and-raise model in their forecasts. It’s still really difficult to sell software. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 252

Cloud Forecasting Metrics Subscription 252

SaaStr

JANUARY 30, 2023

I know things can be tough out there but Gartner last week still predicted enterprise software would grow 9.3% But — the cuts aren’t really coming in enterprise software budgets. Gartner is predicting enterprise software spend will grow a stunning 9.3% But Software? in 2023 to $4.5 projected last quarte r.

Software 326

Software Enterprise Cloud Trends 326

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Growth Deceleration of Consumption Companies So far, 2023 guides have not been pretty for consumption software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

SaaStr

JANUARY 29, 2025

We’ll connect over poker, food, drinks and more: 200+ top Cloud, SaaS and AI CROs and VPs of Sales with 150+ top Cloud, SaaS and AI CEOs and founders Note: you must be at $1m ARR or above to apply, and you must be an exec or founder of a software company (no service providers or agencies or consulting firms, etc.

AI 258

AI Cloud Consulting Software 258