Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud 303

Cloud AWS Azure AI 303

Clouded Judgement

OCTOBER 11, 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 Budget Flush Coming? Something that has been on my mind recently - will we see a larger than normal budget flush at the end of this year?

Cloud 167

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

Tom Tunguz

FEBRUARY 2, 2023

The collection of these three earnings calls presages continued reduction in growth rates, likely through the end of the year, as most businesses favor profits over growth - a trend echoing across Startupland. Google: [We] are pushing Google Cloud to Profitability. With an operating loss of $480m on 7.3b

GCP(Google Cloud Platform) 307

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 307

SaaStr

SEPTEMBER 14, 2020

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. Now, across all industries, 94% of companies today use at least one cloud solution.

Technical Review 350

Technical Review Cloud Software Review Technology 350

SaaStr

AUGUST 19, 2020

Q: Which merger and acquisition trends, if any, do you expect to unfold in the next 12 months? 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. I expect more mega-mergers: $2b-$10b+ deals. And you pay up to get it.

Acquisition 342

Acquisition Cloud SaaS Pricing 342

SaaStr

MARCH 16, 2021

We’ve used various bits of the BVP Nasdaq Index and metrics since they launched a few years ago to highlight trends in SaaS and Cloud. This week even after a pullback, public SaaS and Cloud companies are up an eve 1000% (!) SaaS and Cloud are up +1000% since 2013. since 2013. But does it even matter?

Cloud 324

Cloud SaaS Trends Metrics 324

Clouded Judgement

FEBRUARY 14, 2025

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 144

Cloud Software Subscription Payment Features 144

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! We’ve all seen this, but the trend is accelerating.

Cloud 336

Cloud Scale SaaS Acquisition 336

Tom Tunguz

OCTOBER 22, 2023

On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. Last year, I covered 9 topics: Cloud data warehouses will process 75% of workloads by 2024. Data workloads segment into in-memory, cloud data warehouse, & cloud data lakes. Metrics layers unify the data stack.

Trends 272

Trends AI Data Cloud 272

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

SaaStr

SEPTEMBER 23, 2022

The unpredictable market has given rise to new trends and a new type of elite company, which Bessemer Venture Partners have dubbed the Centaur. Cloud Stocks Impacted by Macro Environment. Cloud 100 multiples have fallen in 2022 –– ARR multiples rose nearly fourfold from 9x in 2016 to 34x in 2021 and down to 30x in 2022.

Cloud 307

Cloud Benchmarks Trends Business Model 307

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

DECEMBER 8, 2021

So if you haven’t noticed, public SaaS stocks have taken a big tumble recently as the market has gotten nervous about expensive SaaS and Cloud stocks. Cloud companies that saw slowing growth saw the biggest drop, but even leaders with top-tier growth and no deceleration in growth have still taken a hit. Is it Cloud saturation?

Trends 310

Trends Merchant Services SaaS Cloud 310

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. Growth continues to be driven by Azure consumption business, and we expect the trends from Q1 to continue into Q2.” In the chart, it’s immediately evident that Mongo has seen dramatic increase in growth rate last quarter.

AI Search 304

AI Search AI Cloud Azure 304

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

JUNE 29, 2023

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. They review the changing market, buyer trends, and tips for the road ahead. So, what’s driving these purchasing trends? Is it mission-critical? The best product will win.

VP of Engineering 296

VP of Engineering Trends Cybersecurity Sales Hiring 296

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.

Cloud 274

Cloud Venture Capital AI Startup 274

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. Here are the latest trends and predictions from the BVP team of Byron Deeter, Elliott Robinson, and Mary D’Onofrio. Hello Unicorns .

Cloud 282

Cloud Scale Payment Methods Payment Solutions 282

SaaStr

JANUARY 25, 2020

A bunch of sessions aren’t even up yet — for example, we just added David Wadwani, ex-CEO of Appdynamics, now the newest partner at Greylock — so take these trends with a grain of salt. State of the Cloud 2020 with Bessemer Venture Partner. I’m glad to see it is trending. But grab your spot fast!

Trends 251

Trends Venture Capital Scale PayPal 251

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

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Consumption Chart Last week I talked a bit about consumption trends. It sounds like most are guiding as if there’s no improvement to consumption trends coming throughout the full year. Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 257

Data Analysis Cloud Data Scaling 257

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

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But early signs seem positive Some Positive Trends on Net New ARR We’re about 80% of the way through earning season and can start looking at signs for overall trends. We’re still in the early days of the cloud.”

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

FEBRUARY 2, 2024

Jason now has 5 investments at $200m+ ARR that are all cash-flow positive (which is necessary today), and there’s one clear trend he’s seen in today’s new efficient world: The New Normal is 700 Employees at $200,000,000 in ARR (or $300,000 per employee) at the average public SaaS company. See, told you things were up in 2024).

Sales Recruiting 315

Sales Recruiting Trends Sales Hiring Software Review 315

Clouded Judgement

JULY 12, 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 believe this sums up a lot of the debates around “too much capex too little revenue.”

Cloud 288

Cloud AI Investment User Experience 288

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

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

SaaStr

FEBRUARY 7, 2022

Yet we see trends. The #1 trend is that apart from the huge run-up in SaaS multiples starting in 2019, and a nice bump in 2021 … public SaaS companies have been trading at about 10x forward revenue. The case that Cloud and SaaS multiples, and 100x ARR rounds in venture, just got ahead of themselves. But we’ll see.

Cloud 287

Cloud Trends Revenue SaaS 287

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

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

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Yesterday, Cloudflare announced earnings.

Cloud 238

Cloud Azure Headcount Software Review 238

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! AI Demo Stage SaaStr Annual provides a comprehensive view of the current B2B landscape, emerging trends, and competitive movements.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

Tom Tunguz

NOVEMBER 8, 2023

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. They are faster to get started (no account creation), they can scale very quickly, and they can rise to enterprise levels with commercial cloud offerings. LLMs Transform the Stack : Large language models transform data in many ways.

Artificial Intelligence 223

Artificial Intelligence Trends Data Software Review 223

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Now let’s look at some Q2 software earnings data starting with net new ARR trends. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 243

Cloud Software Review Subscription Payment Features 243