SaaStr

AUGUST 19, 2020

These are the Best of Time in Cloud and SaaS, as odd as that still seems. With Cloud stocks at unprecedented valuations, M&A is going to heat up even more. The post Expect A Lot More $2B+ Acquisitions in SaaS and Cloud appeared first on SaaStr. I expect more mega-mergers: $2b-$10b+ deals. And you pay up to get it.

Acquisition 342

Acquisition Cloud SaaS Pricing 342

SaaStr

NOVEMBER 29, 2024

And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. 2️⃣ Consider taking a role with less strategy, more execution. However, it is true that it’s different today. Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today.

Sales Hiring 287

Sales Hiring Scale Marketing SaaS 287

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 282

Cloud Scale Payment Methods Payment Solutions 282

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 307

Cloud Benchmarks Trends Business Model 307

Tom Tunguz

APRIL 2, 2021

But the clouds are rolling in for open source companies (pun intended). Today, open source software faces an identity crisis: what does it mean to be an open source company in the cloud? With that strategy, they’ve built huge businesses. On the other hand, the future is in cloud. And for good reason.

Cloud 279

Cloud Sales Hiring Banking Enterprise 279

Tom Tunguz

JANUARY 18, 2023

This is called a suite strategy: Zoho published a history of the 2-4 product launches per year, which illustrates the idea. In a recent podcast, Parker Conrad champions the suite strategy, also called a compound company. Today, new startups have to compete with a cloud-native incumbency. Constellation Software.

Startup 307

Startup Strategy Scale Cloud 307

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 287

Cloud Mobile Innovation Metrics 287

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

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.

AI 271

AI Scale Social Media Generative AI 271

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. A strong data foundation is critical for an effective AI strategy! Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. Follow along to stay up to date!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

User Pilot

NOVEMBER 14, 2024

While it may sound too good to be true, the reality is that you can achieve this by implementing an effective customer expansion strategy. What is a customer expansion strategy? Different types of customer expansion Here are the four most common customer expansion strategies for SaaS companies.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

Intercom, Inc.

JANUARY 12, 2021

So when it comes to building your technical strategy, you need to assess each component in relation to what success will look like for your business. They’re based on my experiences working in technology, the practical application of methods in varied use cases, and speaking with peers about their strategies and successes.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

Tom Tunguz

JULY 10, 2024

Salesforce Einstein 1 Service & Sales Cloud 330 170 0.51 We can observe that in three of the companies’ pricing strategy above. Company Product Base Price AI Price Ratio Github Github Enterprise 21 10 0.67 Gitlab GitLab Duo 19 20 1.05 Google Workspace Business Plus 18 20 1.11 Loom Business 12.50 Microsoft Office 365 45 30 0.67

AI 267

AI Pricing Sales Hiring Strategy 267

SaaStr

NOVEMBER 13, 2024

SaaStr CEO and Founder Jason Lemkin sat down with Samsara CEO and Co-Founder, Sanjit Biswas to delve into the inner workings of a company that’s not only transforming its industry but is also a case study in brilliant strategy and execution. Is there a downturn? So we became fascinated by the market and the customer.

Scale 276

Scale CTO Coach New CTO Technical Review 276

SaaStr

MARCH 24, 2025

Cloud has just gotten going.” I remember when Qualtrics was acquired for a then-record $8 Billion by SAP. I asked founder Ryan Smith at SaaStr Annual what he thought of that record price? “The next one will be even higher. ” He was right.

Acquisition 245

Acquisition Cloud Pricing Investment 245

SaaStr

MARCH 21, 2021

“The State of the Cloud: 2021 with Bessemer Venture Partners” Missed the 5th annual edition of State of the Cloud? “A Step by Step Guide to Build a Marketing Strategy to Take You to the First $100M with Snowflake” An A+ guide to how Snowflake really does marketing. #8. Catch up here!! #5.

Cloud 263

Cloud Scale Customer Success Scaling 263

SaaStr

MARCH 18, 2025

” – Colin Jones, CRO Emeritus at Wiz You may have seen the news that Google is making its biggest acquisition — by far — of Cloud and SaaS security leader Wiz for a stunning $32 Billion (!). In the end, we had roughly 4.” And it’s even more impressive than that. As it’s just 5 years after founding.

Scale 188

Scale Sales Hiring Scaling Headcount 188

SaaStr

MARCH 18, 2025

The current state of AI adoption resembles the early days of cloud: great infrastructure exists, but there’s a lack of applications to use it effectively. Deployment Strategies: Top-Down vs. Bottom-Up Infrastructure companies typically deploy top-down, while application-layer tools are more likely to follow bottom-up adoption patterns.

Technical Review 191

Technical Review Artificial Intelligence AI Marketplace as a Service 191

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 261

Scale Marketplace as a Service Cloud SaaS Payments 261

Clouded Judgement

AUGUST 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. At the end of the day, hope is not a strategy. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Zombies Software companies don't die easily. And neither do Zombies.

Cloud 205

Cloud Acquisition Scale Metrics 205

SaaStr

FEBRUARY 5, 2025

The WatsonX Platform Deep Dive What’s Actually Different Here WatsonX isn’t just another AI platform. cost savings, 35% time savings The Partner Ecosystem Play IBM isn’t going it alone.

AI 188

AI Scale SaaS Government 188

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

APRIL 8, 2020

In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough.

Azure 320

Azure Cloud Acquisition Strategy 320

SaaStr

NOVEMBER 23, 2021

Here are some of their top takeaways and techniques they shared with us for creating an impactful live event strategy. A lot of our customers are the Cloud 100 , the post IPO, the Intercoms, the Airtables, the Asanas, the Vidyards, and so forth who are at SaaStr. Go to the events they’re going to. .

Strategy 276

Strategy Travel Branding Interviewing 276

Clouded Judgement

AUGUST 23, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Hope is not a strategy. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Don’t Wait Two weeks ago I wrote about the growing number of private zombies. ” A couple thoughts below.

Cloud 176

Cloud Acquisition Subscription Payment Features 176

Clouded Judgement

SEPTEMBER 6, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The are two KEY assumptions here that would justify this strategy. ” Can king making actually be a good strategy, or will it play out like it has historically? Follow along to stay up to date! Can anyone truly win in a game of thrones?

Cloud 167

Cloud Scale Venture Capital Sales Hiring 167

SaaStr

APRIL 13, 2022

From Asana to Zoominfo: this year’s Europa lineup is bringing the best Cloud speakers from around the globe together for two days of incredible learning and insights. There will be over 2,500+ SaaS and Cloud professionals joining us there in person. Get your ticket now and get a front-row seat when the Cloud comes to Barcelona.

Sales Recruiting 211

Sales Recruiting Cloud Sales Hiring Scale 211

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The rate of innovation in the AI markets is staggering, and a reminder that it’s really hard for anyone (big companies especially) to “fully commit” to an AI strategy or vendor. Follow along to stay up to date! Absent the Llama 3.1

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

SaaStr

SEPTEMBER 19, 2023

Some of the changes we’ve seen in the last year or two include: CAC reduction Headcount optimization Price complexity Quality of revenue A different environment means a different strategy, and Notion Capital lays out four business model changes that could be helpful based on what peers are doing. You don’t want to be there.

Business Model 303

Business Model SaaS Payments Payments Headcount 303

Tom Tunguz

MAY 23, 2021

Over the last ten years, the 75th percentile post-money valuation of a cloud software or infrastructure company has grown 11% annually. While not as hyperbolic an inflation rate as copper or lumber, the price trajectory of early stage cloud startups does result from a similar supply demand/imbalance.

Software Review 364

Software Review Venture Capital Cloud Pricing 364

SaaStr

JUNE 30, 2024

SaaStr 744: A Tale of 3 Worlds: Where SaaS, Cloud, and AI are in 2024 with SaaStr CEO and Founder Jason Lemkin Key takeaways Market Dynamics and Challenges: The SaaS market is experiencing significant fluctuations, with some companies thriving while others face challenges. Notable examples include Canva growing at 40% with $2.3

AI 187

AI Cloud SaaS Trends 187

Intercom, Inc.

JANUARY 14, 2021

In this episode of Inside Intercom, we caught up with Hubert for a chat about starting small, committing to a product strategy that helps you reach your long-term goals and making sure everyone’s on the same page. Use it to make better product decisions.

Strategy 225

Strategy Scale Systems Review Technical Review 225

SaaStr

MARCH 1, 2025

The market you choose determines everything downstream: What product you build Who you need to hire How you go to market What systems you need to create Look at Snowflake’s decision to focus exclusively on cloud data warehousing rather than traditional on-premise solutions. Remember: you’re not creating demand from scratch.

Scale 188

Scale Systems Review Scaling Leadership 188

SaaStr

NOVEMBER 10, 2021

Almost all the Cloud leaders accelerating after $100m ARR, let alone $1B ARR, are multi-product. #3. A reminder there is no ceiling to top tier NRR in SaaS and Cloud. You know this, but doing “all the integrations” can be a killer winning strategy. #7. More product, more products, more products. 450+ integrations.

Scale 362

Scale Cloud Enterprise Scaling 362

SaaStr

MARCH 13, 2021

running across multiple clouds. The size and power of the Cloud is just awesome these days. Breathtaking acceleration of MongoDB downloads — a good proxy for acceleration in the Cloud overall. Multi-cloud is one of their top accelerants. Multi-cloud is one of their top accelerants. Mongo shows very.

Scale 338

Scale Outsourced Development Cloud Scaling 338

Tom Tunguz

OCTOBER 18, 2022

Third, the decision to complement an existing GTM strategy with product or sales-driven selling is a C-level/board-level decision because PLG isn’t just a product initiative or a marketing campaign. Some companies are exploring splitting their organizations in two, divided by GTM strategy.

Scale 323

Scale Education Cloud Startup 323

Tom Tunguz

APRIL 11, 2020

Today, runway ranks as the first consideration in evaluating a company’s strategy. For most software companies, COGs encompasses cloud hosting costs and some fraction of customer success and professional services salaries. Suddenly, margins matter. Richer margins lengthen runway. Assume the company grows 5% per month.

Travel 363

Travel Cloud Startup Acquisition 363