作者:Jason Lemkin
(SaaStr创始人)
翻译:陈政(智思云创始人)
该是重新定义“独角兽”的时候了。像5年前那么疯狂,“独角兽”已经不是指估值(valuation)超过10亿美元,如今,它指年度经常性收入(ARR)超过10亿美元。
上图是一些顶级云/SaaS上市公司对2019年ARR的粗略估算。这些估算会有一点偏差,但方向都是正确的。你在这里看到的是每一个领先者都在前进或者在ARR中已经超过了10亿美元。
为何?云计算的规模已经比10年前扩大了1000倍。
如何?中小企业(SMBs)全部在转移到云/apps。企业/ CIO预算已经将其1.5万亿美元+预算的额外10%转移到云计算。这些领先者们已经从云计算中受益匪浅。
那么?这意味着你也可以做到。也许不是ARR做到10亿美元。但你把ARR做到1亿美元的几率远远高于以往任何时候。
征途漫漫,继续向前。
附原文:
The $1 Billion+ ARR Club
by Jason Lemkin | BlogPosts,Scale
It’s time to redefine“Unicorn”.It’s not about a billion+ valuation,as crazy high as that seemed 5 years ago.
Now it’s about $1b in ARR.
The above chart is a rough attempt to estimate 2019 ARRfrom some of the top Cloud/SaaS public companies.The estimates will allbe off / wrong a bit,but they are all directionally correct.
What you see here is every leader iscoming up on or has cruised past $1,000,000,000 in ARR.
Why?The Cloud is 1000x larger than 10 yearsago.
How?SMBs are all moving to Cloudapps.And enterprise/CIO budgets have moved an additional 10% of their$1.5T+budget to Cloud.The leaders benefit here.
So?It means you can do it.Maybe not$1b in ARR.But the odds you can get to $100m in ARR are far,far higherthan ever before.
Go long.
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原文始发于微信公众号(牛透社):10亿美元+ 年度经常性收入俱乐部