Hard Mode by Breaking SaaS

Hard Mode by Breaking SaaS offers expert insights into the Enterprise SaaS market, addressing investment strategies, valuation metrics, and market trends. It covers topics from interest rates' impact on SaaS multiples to AI advancements, financial forecasting, and IPO strategies for tech companies, focusing on the balance between growth and profitability.

Enterprise SaaS Market Investment Strategies SaaS Valuation Market Trends Interest Rates AI Advancements Financial Forecasting IPO Strategies Growth and Profitability Balance Regulatory Concerns

The hottest Substack posts of Hard Mode by Breaking SaaS

And their main takeaways

☁️ Week 9 Update

0 implied HN points • 06 Mar 22
  1. Cloud stocks declined by 7.2% for the week ending March 4, 2022.
  2. Sanctions against Russia led to a fluctuation in markets.
  3. Federal Reserve ready to adjust policy based on impacts of the Ukraine crisis.

☁️ Week 7 Update

0 implied HN points • 18 Feb 22
  1. Cloud stocks declined 7.9% due to geopolitical concerns.
  2. Markets reacted to Russia/Ukraine tensions throughout the week.
  3. Federal Reserve hinted at upcoming interest rate hikes.

☁️ Week 6 Update

0 implied HN points • 12 Feb 22
  1. Cloud stocks remained stable for the week.
  2. Travel-related stocks performed well due to declining COVID-19 cases.
  3. Highest CPI in 40 years led to increased concerns about higher interest rates.

☁️ 2022 Top SaaS Trends: Insights from 12 Cloud Leaders

0 implied HN points • 20 Jan 22
  1. 2022 will be a big year for Cloud with a focus on SMBs and efficiency.
  2. The CFO suite is getting more digitized attention in the SaaS industry.
  3. PLG strategy and data gravity are important trends in the SaaS space.

☁️ Market Conditions

0 implied HN points • 15 Jan 22
  1. Cloud stocks fell 3.4% last week due to concerns of high inflation and potential rate increases.
  2. Long-duration, hyper-growth tech companies have dropped 49% from their highs in Feb 2021.
  3. Reports indicate bullish signs for cloud spending, with companies still focusing on software, analytics, AI, and security.
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☁️ 2021 Cloud Review

0 implied HN points • 05 Jan 22
  1. Cloud stocks declined in 2021 after years of growth
  2. Multiples played a major role in stock performance in 2021
  3. Investors are shifting focus to long-term margins in 2022