So Databricks hasn’t IPO’d yet — hopefully it will in the next 9-12 months to help keep the just reopened IPO window … well, open. But as part of its most recent private round at a $43 Billion valuation, it did disclose enough interesting...
So Samara is that vertical fleet-and-more-management-and-more SaaS company that has just roared out of the gate since its quiet IPO. Things did get harder for them about a year ago, but growth has since reaccelerated. And efficient growth at that. Fast forward to...
So almost every Cloud infrastructure leader has done pretty well at least during these “macro impacted” times. They’ve seen some impacts, but not as many as others in many cases. Everyone has spent the past year managing their budgets more...
So we’re finally, almost back from the IPO Drought in SaaS. The last SaaS leader to IPO was HashiCorp back in Dec 2021. After that, the public markets began a precipitous decline — leading to an almost 2-year pause in SaaS IPO. But now we’re almost...
So Toast is the latest SaaS leader to get much more efficient in the past 12-18 months. Monday, HubSpot, Mongo and more all did the same. But they’re still cruising — growing a stunning 45% as they blow past $1.1 Billion in ARR! Even with a company that...
So we’ve covered hero company Atlassian many times on this series. First, it’s an epic bootstrapping success story. Second, it showed early you can build a SaaS and enterprise leader from anywhere. And third, it’s a SaaS and Cloud leader we all...
So Sprinklr is one big Social Media and More management tool you might not have heard of — because it’s pretty darn enterprise. And yes today, it does a lot more than social media management, but that’s its original core. And managing content and...
Quiet but Mighty SaaS security leads Zscaler just keeps on growing at epic rates at $1.5 Billion in ARR — growing a stunning 46% even at that scale. And profitably (or at least with strong operating margins). And with high NRR. And with … well just...
Datadog is at $2 Billion in ARR and let's pause for a moment for our jaws to drop: – It's still growing 33%– It's still growing new customers 29%– It still has 130%+ NRR and 90%+ GRR– It's cash-flow positive with 19% operating...
So if you’ve looked for real estate lately, you’ve probably used Matterport software to see those cool 3-D renderings of homes and buildings. The business exploded during lockdown when in-person tours were more difficult, growing 100% YoY from 2020...
So some SaaS and Cloud leaders have seen big impacts from the post-Covid hangover, but others have just kept accelerating. MongoDB is one of those that just has never stopped, although as we’ll see below, even they have seen more cautious buying from their...
So there was a quiet SaaS IPO you may have missed in the craziness of 2021 — SEMRush, a tool your marketing department quite likely uses to keep track of the performance of your SEO and marketing site. Today, Semrush is quietly doing $290,000,000 in ARR, with strong...
So a vertical SaaS player many have heard of but rarely talk about as a business is LegalZoom. You’ve seen the commercials for years. LegalZoom was founded way back in 1999. But you probably didn’t know they IPO’d not all that long ago. Today, the self-service...
So Twilio is perhaps the top “hero” SaaS company that has taken the biggest hit from the crunch of 2023. Twilio dominates many of its spaces and segments. It’s the Stripe for Communications. But that’s also a segment of the market where...
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...