So we wanted to do a little weekly look at who in SaaS and Cloud is doing well. These are tougher times for almost everyone than the Go Go Days of 2021. Budgets are being scrutinized, and even the best are growing more slowly in many cases. But many are still doing...
So Snowflake is the high flier in Cloud. It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its...
So it’s tougher out there for many of us, but many Cloud and SaaS leaders are still growing at epic rates, even if not quite at the torrid rates of 2021. SaaStr favorite Monday.com is one of them. It’s crossed $640,000,000 in ARR, growing a stunning...
As we gear up for SaaStr Europa 2023 in London on 6-7 June and SaaStr Annual 2023 in the SF Bay Area on 6-7 September, we wanted to take a look back at some of our most iconic speakers and sessions from over the year, that we can still learn from today. At SaaStr...
So RingCentral is a quiet SaaS leader that has been around for a long time, since the early days of SaaS. It’s built its way into an enterprise contact center leader and has now crossed $2 Billion in ARR, growing a mature but still steady 16%. And while...
We kicked off a new series that productized something we’ve been doing for 10+ years at SaaStr … getting top leaders to share their mistakes. So the rest of us can get to $100m+ ARR faster, with less stress and more success. We’ve done a ton of this content over the...
So we’ve covered HubSpot on our 5 Interesting Learning series more than any other SaaS leader, but it’s for a reason. First, so many of us HubSpot itself every day, so it’s … well, tangible. And second, it’s similar to the apps many of...
So Cloudflare is one of our hero Cloud / SaaS companies and even under tougher macro conditions, still grew a stunning 37% at $1.2 Billion in ARR! But it’s getting harder for Cloudflare, just like it is for many of us. The toughest metric is new customers. ...
So Freshworks in another in our line of “hero companies” in SaaS. While Freshworks is very much a global SaaS leader, its history as perhaps the first with deep roots in India to IPO in the U.S. makes it one we all root for as a break-out global leader....
So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. All are still growing at very strong...
Squarespace produces amazing websites for SMBs — we are a big customer at SaaStr. And that’s powered it all the way to a $1B run-rate with 28% EBITDA. Self-serve products can and should be quite profitable at scale. But it’s also a story of...
As we gear up for SaaStr Europa 2023 in London on 6-7 June and SaaStr Annual 2023 in the SF Bay Area on 6-7 September, we wanted to take a look back at some of our most iconic speakers and sessions from over the year, that we can still learn from today. Today, Datadog...
So we’ve posted a lot on SaaStr over the years on how to understand how VCs think. On how they need to invest in unicorns not just to make money, but just to survive. But what does it take to be a truly elite VC? And if you meet with a truly elite VC, what are they...
So one large category of software spend is on Point of Sale systems. The one most of us know best is Toast, because we all use Toast so often when we go out to dinner. And it indeed has strong market share there. And perhaps the one we know second-best is Square. ...
So there’s a strategy exercise I like to go through with startups I’ve invested in that are past $20m-$30m ARR or so: Who would you buy with 10% of your market cap? I.e., who would you give 10% of your company away to buy? It turns out this is an important threshold....