5 Interesting Things

Fewer Cloud devops / commercial open source startups were more respected pre-IPO than HashiCorp — and still are.  The product is there, the market is strong, the founders and CEO…
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So it wasn’t that long ago we checked in with Sprout Social, but when we did in June 2021, the public markets were at their peak for SaaS and Cloud…
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So few companies have changed as fast, and as quickly, as Zoom did between $1B and $3.5B ARR … which it did in just 1 year (!!) during peak pandemic……
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So I’ve been waiting for this milestone for some time, ever since 2014, when we wrote in TechCrunch that Box would eventually get to $1B in ARR.  It was just…
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So we first checked in with Momentive (then SurveyMonkey) as they went to IPO, after being founded in 1999 (!).  Fast forward to today, they are now crossing $500,000,000 in…
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So we took a look at RingCentral early in this series at $1B in ARR.  RingCentral is a very interesting case study in SaaS of starting very SMB, way in…
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So the last time we caught up with Palantir, they had just IPO’d and were at $1B ARR.  Fast forward to today, and so much has changed.  They’ve now cruised…
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Ok times are tough in the public markets for SaaS and Cloud But not for Zscaler It's worth $30B at $1B in ARR, and it's growing an incredible 63%. The…
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Confluent is a leader in the Commercial Open Source Market, with the founders of Apache Kafka reimagining it as a managed service.  It worked.  It’s growing a stunning 71% at…
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So is Square a SaaS company?  It’s not even Square anymore as a company … it’s now Block.  The majority of its revenue is now from Bitcoin transactions, not “traditional”…
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So when we last checked in with Snowflake, it was at $850m ARR growing a breathtaking 110%, with 162% NRR. It hasn’t really slowed down!  At $1.5 Billion in ARR,…
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We haven’t spent as much time on SaaS security companies in the 5 Interesting Learning series as perhaps we should have.  We’ve dug deep on Okta at $1B in ARR,…
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We last looked in on Monday.com at $240m ARR, but it’s grown so incredibly quickly, and so effectively, it’s worth checking in again at $400,000,000 in ARR. Because at $400,000,000…
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So DigitalOcean is the quiet Cloud platform that keeps on growing.  Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud.  But…
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