We are an analyst firm that verifies the business value of software.
Joined September 2022
- Tweets336
- Following74
- Followers456
- Likes686
📨 latest newsletter: "Is AI An Abject Failure?"
- translating @scale_AI's Remote Labor Index (i.e. AI vs 240 UpWork freelancers) into AI success rates
- featuring @BucknSF @benedictevans @jasonlk
saasletter.com/p/ai-abject-d…
🆕 A quick note on re-accelerations
Merging @dspitz + Investor Days from $CRM + $ESTC
linkedin.com/posts/mattharne…
Cloud Ratings retweeted
The RepVue Cloud Sales Index for Q3-25 is out!
Data & AI continues to lead the way across the Index - with Quota Attainment inching near 50%
repvue.com/cloud-index/2025/…
Cloud Ratings retweeted
Flagging these new/upcoming Vertical SaaS/AI Benchmarks from @davelyuan / @tidemarkcap -> fit with your take:
saasletter.com/p/saas-metric…
👀Re: "SOFTWARE IS DEAD" -> a new 129pg report from MS "More Software and More Developers" = strong counterpoint
MS views are consistent w/ our top-down "More Software + Better Software" macro work,
underpinned by @BucknSF's "Unbounded Task TAMs" as the ultimate surface area for *useful* software
Full context of our "More Software + Better Software" from our "State of AI + Software" at @BoweryCapital AGM (h/t @pw_mcgovern)
research.cloudratings.com/vi…
📨 latest newsletter
- key AI financials from Accenture $ACN + Microsoft Copilot $MSFT ...
- and AI datapoints from 20 public companies like $WDAY $DOCU $FRSH $ASAN
- curated AI content from @felicis/@EricFlaningam + @chiefmart
linkedin.com/pulse/saaslette…
👀 Microsoft Copilot revenue forecasts
Growth durability in the out years is notable for the AI bull/bear debate relative to SaaS durability benchmarks
Via Morgan Stanley 9/26 $MSFT upgrade
🆕GenAI Update from *today's* Accenture $ACN earnings:
- $1.8 billion GenAI bookings = 8.5% of total bookings
- QoQ: +$300m / +20%
🆕 Quantifying AI traction - in $'s, customers, new deal attach rates - is essential to validating/invalidating the "software is dead" thesis.
A @Quartr_App + Chat GPT-5 + Gemini Pro 2.5 update of our March 2025 handmade work.
Download output at linkedin.com/posts/mattharne…
👀 AI highlights from Workday $WDAY Investor Day
- $450m AI ARR growing ~80% (= 5.1% of FY26 $8.8b sub. revenue guide)
- $150m Agentic AI ARR, +200%
- 75% AI attach rate on new sales
- 30% of expansions include AI
- 75% of user base using AI
Full excerpts here: linkedin.com/posts/mattharne…
Full $WDAY slides here: workday.com/content/dam/web/…
👀 Advice from @SaasquatchC on breaking into the buyside
Full "Software Buyside Realities" episode = cloudreturns.cloudratings.co…
NEW @godardabel - @G2dotcom Co-Founder + CEO - "Cloud Radio" Episode Debut xitter.cf/i/broadcasts/1eaKbjMkd…
