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BVP Cloud Index

5 statements across 4 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement May 20, 2019 by Byron Deeter · said 2 times in 1 episodes since 2019 · across every show →

Mentions by year

brought up most by Byron Deeter (2)

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2019 2 mentions in 1 episode

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Everything said about BVP Cloud Index, oldest first

May 20, 2019 positive
Assertion Supported
Deeter: 44 public cloud companies reach $690B total market cap
“In fact, we sit here today at six hundred and ninety billion dollars among these 44 pure play public cloud companies.”
Byron Deeter May 20, 2019 ▶ 9:33 State of the Cloud 2019 from Bessemer Venture Partners
May 20, 2019 neutral
Assertion Supported
Deeter: Private cloud unicorns outnumber public ones 55 to 44
“Again, for the first time ever, there's more private cloud unicorns at 55 than public cloud unicorns on our index at 44.”
Byron Deeter May 20, 2019 ▶ 10:30 State of the Cloud 2019 from Bessemer Venture Partners
Mar 14, 2021 bullish
Assertion Supported
Deeter: 61 pure-play cloud index companies reached $2.2T market cap
“Now in total with the COVID tailwinds, with the ascendancy of the top five that alone are now at a trillion, and with the addition of the other 56 companies, so 61 in total comprising the cloud index today, You have a shocking 2.2 trillion dollars in market ca…”
Byron Deeter Mar 14, 2021 ▶ 13:21 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
Sep 20, 2023 bullish
Assertion Supported
BVP Cloud Index is up over 25% year-to-date in 2023
“Year to date, the BVP cloud index is already up over 25%, indicating that there may be light at the end of this tunnel.”
Janelle Teng Sep 20, 2023 ▶ 3:38 State of the Cloud 2023 with Bessemer Venture Partners
Jun 26, 2024 bearish
Assertion Supported
Lemkin: Median public SaaS company trades at 6x ARR on BVP Cloud Index
“This is the BVP cloud index. You can track it on Bessemer sites or other places. The median public SaaS company is trading at six X error, the median.”
Jason Lemkin Jun 26, 2024 ▶ 34:45 Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
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