Raport The State of the Cloud 2021 dotyczy:
…we explore the major milestones and changes within the cloud economy and original analysis on what’s driving today’s private cloud valuations. In addition, we share new frameworks and emerging strategies to help founders measure growth endurance and drive go-to-market momentum. Plus, we dive into our seven predictions for 2021.
Kluczowe wnioski:
- Cloud companies have not just reset in the New Normal, but have thrived with a record-breaking market capitalization of more than $2 trillion.
- There’s been a changing of the guard afoot: MT SAAS has overtaken FAANG.
- Cloud multiples are rising to new heights, with both public and private cloud trading over 20x.
- Cloud growth rates and access to capital are at all-time highs, with the average Cloud 100 company growing 80% YoY and $186 billion going into private cloud companies in 2020 alone.
- Good-better-best of growth endurance is 70%-75%-80%.
- GTM strategies have adapted in the New Normal; best practices include product-led growth, usage-based pricing, and the adoption of cloud marketplaces.
Prognozy na 2021 i dalej:
- The unbundling of the Office
- We’re bringing the S-M-B back with SaaS
- Diversity, equity, and inclusion software take their rightful place
- Data and machine learning infrastructure accelerates to new heights
- The rise of the “citizen” developer and creator
- Fintech and crypto players are changing financial services forever
- The vertical SaaS wave becomes a tsunami