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private cloud companies

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 3, 2018 by Byron Deeter · across every show →

Everything said about private cloud companies, oldest first

May 3, 2018 positive
Assertion Supported
Deeter: Cloud 100 list features 37 private cloud companies valued over $1B
“The mean is over a billion, and there are 37 companies over a billion dollars market cap on that list today.”
Byron Deeter May 3, 2018 ▶ 6:51 State of the Cloud: 2018 Edition
Mar 14, 2021 neutral
Assertion Supported
D'Onofrio: Private cloud growth endurance averages 70% versus 80% public
“So whereas the public cloud landscape had growth endurance of 80%, looking across the past five years of cloud 100 data, our same data set, we find that growth endurance is lower at 70%.”
Mary D'Onofrio Mar 14, 2021 ▶ 31:05 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
Mar 14, 2021 bullish
Assertion Supported
D'Onofrio: Private cloud capital grew 10x to over $180 billion
“Over the past decade, there's been a 10 X increase in the number of dollars going into private cloud companies to over a hundred and eighty billion in 2020.”
Mary D'Onofrio Mar 14, 2021 ▶ 27:03 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
Sep 20, 2023 bullish
Prediction Not checkable as stated
Teng: Top private cloud companies will follow Klaviyo to IPO shortly
“And at Bessemer, we very much believe that the top private cloud companies will shortly follow suit as well.”
Janelle Teng Sep 20, 2023 ▶ 4:50 State of the Cloud 2023 with Bessemer Venture Partners
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