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My recent talk at SaaS Metrics Palooza 2024 Slides: research.cloudratings.com/view/155875165/

📨 latest issue, featuring: - Menlo Ventures Enterprise AI report - Cloud Ratings B2B AI Interest Index for October = very strong - curated AI content from Sapphire Ventures PricingSaaS Janelle Teng saasletter.com/p/menlo-ventur…

With some (redacted) Cloud Ratings analytical work on the "software = unbounded" theme... showing a current trendline above the late 1990s tech boom

📨 Best Content of 2H 2024 Curation of the best of Software x AI Featuring ICONIQ Dave Yuan/Vertical SaaS Knowledge Project Battery Ventures Jared Sleeper Edward Robson G2 Kyle Norton Sapphire Ventures ChartMogul High Alpha Bessemer/Alex Konrad Pavilion + more

📨 latest edition: - ACV Mountain: how ARR per customer evolves $1m-$200m ARR w/ ICONIQ data - Nov 2024 Demand Index update: positive trends - curated content recommendations

For any Analysts looking for another platform, Cloud Ratings has: - Principal Analyst roles, - data partnerships, - efficient quadrant methodologies, - and category coverage whitespace Email + DM open

📨 latest edition: - adding quantitative support to Buck's "unbounded software task TAMs" - Dec '24 Cloud Ratings B2B AI Interest Index - more from Benedict Evans Bowery Capital Lukas Petersson The Deal Director

📨 latest edition: A deep dive into Zylo's SMI report... with a tie-in to our "ACV Mountain" note (h/t ICONIQ)

Zylo SaaS Management Index 2025 - Cloud Radio Epsiode Debut x.com/i/broadcasts/1…

🎧 Haven’t tuned in yet? Watch our conversation with Ben Pippenger Co-Founder of Zylo on latest SaaS trends—from AI-driven spending surges to rising costs, shifting pricing models and more. 🎧 Listen here:cloudradio.cloudratings.com/episodes/2025-… #SaaS #AI #SoftwareManagement #SaaSCosts

✉️ latest edition: - Q4 2024 forecast vs actuals performance from Pavilion - 2025 forecasts from ICONIQ - our Cloud Ratings December 2024 SaaS Index (continued signs of growth) 🔗 = next tweet

✉️ Latest edition: Our analysis of n=227 forecast attainment rationales (via Pavilion) -> Marketing takes the blame for misses; sales takes the credit for beats. Plus a GTM benchmark report from Norwest saasletter.com/p/marketing-ta…

Excited to partner with Emergence Capital + Benchmarkit / rayrike on their 2025 B2B SaaS Benchmark report. Submit *your* metrics here: cloudratings.saasbenchmarks.ai/survey/saasper…

✉️ latest edition = my latest "State of Software + AI" slides, 1st debuted at Bowery Capital's Annual Meeting research.cloudratings.com/view/80310106/

Report Deep Dive - Ebsta 2025 GTM Benchmarks - Cloud Radio Episode Debut x.com/i/broadcasts/1…

I will be pontificating on the "State of B2B GTM" this Friday 8am PT / 11am ET: linkedin.com/events/stateof…

📧 latest edition: - healthy B2B AI demand trends - highlights from G2's 2025 Buyer Behavior Report - curated content from Dave Kellogg, sam, + more

Proud to have been a supporting partner to Benchmarkit / Emergence Capital 2025 Benchmarks. We updated our historical SaaS metrics database to reflect the new report

📅 Value Creation Summit - July 16 Audience: Private/Growth Equity Investors + Operating Partners Content: Our *proprietary data* + case studies -> *advanced* tactical solutions from experts airmeet.com/e/fde309b0-397…

GTM Margin Expansion = Easier Said Than Done Selected forecasted "Long-Term Operating Targets"... vs what GTM% expansion take privates achieved (h/t Arda) Some tactical solutions... /1