Prediction Held up AI assessment confidence: 95% certainty 3/5 debate potential 2/5

Ferrara: 2019 cloud IPO market cap will meet or beat 2018's $44B

Alex Ferrara · State of the Cloud 2019: Europa Edition | SaaStr Software Community · Oct 30, 2019 · at 8:24

This episode carries Alex Ferrara's own address, with nobody on the show putting questions to them. It still counts as said, and it is kept out of every score on their page.

Alex Ferrara, partner at Bessemer Venture Partners, speaks at SaaStr Europa 2019 about cloud market dynamics and public listings.

0:00 / 0:09exact quote · 9.5s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“And so, we're expecting that 2019 will likely either exceed, or sorry, rather meet or exceed Ah, the same metrics from, ah, the same stat from 2014, 2018, rather.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Alex Ferrara

Insight
Ferrara: Data privacy problems stem from poor SaaS engineering, not cybersecurity
“I don't think this is a problem that's gonna be solved by cyber security tools. Ah, I think that this is a problem that results from poor privacy engineering on the part of SaaS application companies over the last decade.”
Alex Ferrara Oct 30, 2019 ▶ 30:09 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Opinion
Ferrara: AWS is arguably Amazon's biggest value driver toward $1T market cap
“And so, you know, I think we've seen over the last decade that AWS now is arguably the biggest driver of value for Amazon as they are approaching this trillion dollar market cap, ah, market cap milestone.”
Alex Ferrara Oct 30, 2019 ▶ 5:20 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Assertion Supported
Ferrara: Private cloud unicorns outnumber public ones for first time
“One, it's notable that just in the last year, for the first time, the number of these private cloud unicorns exceeds that of the public ones”
Alex Ferrara Oct 30, 2019 ▶ 9:08 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Assertion Supported
Ferrara: Slack Scaled From $1M to $100M ARR in Three Years
“If you look at Slack, and I recognize they're not a public company, but we've included them because they're imminently, ah, they will be, ah, they got to a hundred million of ARR from one million in three years, which is just incredible. I think that's probabl…”
Alex Ferrara Oct 30, 2019 ▶ 12:20 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Assertion Supported
Ferrara: Median Cloud Company Takes 7.3 Years From $1M to $100M ARR
“And what we see is the median company, the median, ah, successful cloud company is getting to this hundred million mark in about 7.3 years. The best companies or the top quartile companies are doing it in a little over five years, and the bottom quartile, it's…”
Alex Ferrara Oct 30, 2019 ▶ 13:02 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Insight
Ferrara: Net new ARR divided by burn beats Rule of 40 under $30M ARR
“We've found that it's not really as relevant for earlier stage companies. So, companies below thirty million of ARR We tend to find that a much better way of measuring efficiency is through looking at this, ah, score of net new ARR divided by cash burn.”
Alex Ferrara Oct 30, 2019 ▶ 24:07 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.