{"id":168,"date":"2022-04-18T10:06:00","date_gmt":"2022-04-18T02:06:00","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=168"},"modified":"2023-09-14T10:17:50","modified_gmt":"2023-09-14T02:17:50","slug":"2021-%e5%b9%b4%e7%ac%ac%e5%9b%9b%e5%ad%a3%e5%ba%a6%e4%ba%91%e8%ae%a1%e7%ae%97%e4%b8%8a%e5%b8%82%e5%85%ac%e5%8f%b8%e5%88%86%e6%9e%90%e6%8a%a5%e5%91%8a","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=168","title":{"rendered":"2021 \u5e74\u7b2c\u56db\u5b63\u5ea6\u4e91\u8ba1\u7b97\u4e0a\u5e02\u516c\u53f8\u5206\u6790\u62a5\u544a"},"content":{"rendered":"\n\n
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\n \n <\/section>\n
\n \u4e91\u8ba1\u7b97\u4e0a\u5e02\u516c\u53f8\u7684 2021 \u5e74\u7b2c\u56db\u5b63\u5ea6\u8d22\u62a5\u5df2\u5b8c\u6210\u516c\u5e03\uff0c\u6211\u4eec\u5c06\u5bf9 70 \u5bb6\u516c\u53f8\u7684\u6536\u5165\u60c5\u51b5\u8fdb\u884c\u5206\u6790\uff0c\u8fd9\u4e9b\u516c\u53f8\u90fd\u5728 1 \u6708 26 \u65e5\u81f3 3 \u6708 31 \u65e5\u4e4b\u95f4\u62ab\u9732\u4e86\u5b63\u5ea6\u8d22\u62a5\u3002<\/span>\n \u76f8\u8f83\u4e8e 2021 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u4e2d\u6240\u5206\u6790\u7684\u516c\u53f8\u5916\uff0c\u65b0\u589e\u4e86\u4e09\u5bb6\u6700\u65b0\u4e0a\u5e02\u7684\u4e91\u8ba1\u7b97\u516c\u53f8\uff0c\u5b83\u4eec\u5206\u522b\u662f\uff1aHashicorp\u3001Samsara \u548c Braze\u3002\u5e0c\u671b\u6b64\u6b21\u5206\u6790\u80fd\u63d0\u4f9b\u4e00\u4e2a\u6846\u67b6\uff0c\u901a\u8fc7 SaaS \u6307\u6807\uff08\u5982\uff1a\u51c0\u6536\u5165\u7559\u5b58\u7387\u548c CAC Payback\uff09\u6765\u5224\u65ad\u4e0d\u540c\u7c7b\u578b\u516c\u53f8\u7684\u4e1a\u52a1\u3002<\/span>\n \n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
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1<\/span> <\/p>\n

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\n \n Q4\u6700\u5927\u8d62\u5bb6<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n

\n \u4e0b\u56fe\u51e0\u5bb6\u516c\u53f8\u6700\u503c\u5f97\u5173\u6ce8\uff0c\u65b9\u6846\u4e2d\u7684 <\/span>\n 3 <\/span>\n \u5bb6\u516c\u53f8\u66f4\u662f\u5176\u4e2d\u7684\u4f7c\u4f7c\u8005\uff0c\u4ed6\u4eec\u5728\u7b2c\u56db\u5b63\u5ea6\u7684\u8868\u73b0\u6700\u597d\u3002<\/span>\n \n <\/p>\n

\n \n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u4e0e\u5e02\u573a\u5e73\u5747\u9884\u671f\u76f8\u6bd4\u7684<\/strong>\n <\/span>\n <\/p>\n

\n \n \u7b2c\u56db\u5b63\u5ea6\u6536\u5165<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n \u9996\u5148\uff0c\u8ba9\u6211\u4eec\u4ece\u6536\u5165\u5f00\u59cb\u4e86\u89e3\u7b2c\u56db\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\u60c5\u51b5\u3002\u5e02\u573a\u5e73\u5747\u9884\u671f\u662f\u8861\u91cf\u516c\u53f8\u5b63\u5ea6\u8868\u73b0\u7684\u7b2c\u4e00\u4e2a\u91cd\u8981\u6307\u6807\u3002<\/span>\n \u56e0\u4e3a\u5206\u6790\u5e08\u5bf9\u6bcf\u5bb6\u4e0a\u5e02\u516c\u53f8\u4f1a\u5efa\u7acb\u81ea\u5df1\u7684\u9884\u671f\u6a21\u578b\uff0c\u8be5\u6a21\u578b\u4f1a\u7ed3\u5408\u516c<\/span>\n <\/span>\n \u53f8\u7684\u4e1a\u7ee9\u9884\u6d4b\u548c\u5206\u6790\u5e08\u7684\u7814\u7a76\u4e0e\u60c5\u7eea\u5206\u6790\uff0c\u5e02\u573a\u5e73\u5747\u9884\u671f\u662f\u5bf9\u6240\u6709\u5206\u6790\u5e08\u9884\u671f\u503c\u7684\u5e73\u5747\u6570\u3002\u901a\u5e38\uff0c\u201c\u5e02\u573a\u5e73\u5747\u9884\u671f\u201d\u662f\u6307\u6536\u5165\u548c EPS\uff0c\u4f46\u9488\u5bf9\u672c\u6b21\u7684\u5206\u6790\u76ee\u7684\uff0c\u6211\u4eec\u53ea\u5173\u6ce8\u5e02\u573a\u5e73\u5747\u9884\u671f\u6536\u5165\uff08\u8fd9\u4e9b\u516c\u53f8\u7684\u4f30\u503c\u6307\u6807\uff09\u3002\u5bf9\u4e8e\u6bcf\u4e00\u5bb6\u4e0a\u5e02\u516c\u53f8\u6765\u8bf4\uff0c\u4ed6\u4eec\u90fd\u671f\u671b\u81ea\u5df1\u516c\u53f8\u7684\u5b9e\u9645\u8868\u73b0\u80fd\u591f\u8d85\u51fa\u5e02\u573a\u5e73\u5747\u9884\u671f\u3002<\/span>\n \u516c\u53f8\u5f80\u5f80\u4f1a\u5f15\u5bfc\u5206\u6790\u5e08\u5bf9\u516c\u53f8\u7684\u9884\u6d4b\u4e0b\u9650\u8fdb\u884c\u5206\u6790\uff0c\u4ee5\u4f7f\u81ea\u5df1\u7684\u5b9e\u9645\u4e1a\u7ee9\u80fd\u591f\u4e0d\u65ad\u8d85\u51fa\u9884\u671f\uff0c\u5411\u5e02\u573a\u8868\u73b0\u51fa\u826f\u597d\u7684\u53d1\u5c55\u52bf\u5934\u3002<\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u5f53\u4e00\u5bb6\u516c\u53f8\u4e3a<\/span>\u201c\u4e0b\u4e00\u4e2a\u5b63\u5ea6\u201d\u63d0\u4f9b\u4e1a\u7ee9\u9884\u6d4b\u65f6\uff0c\u7531\u4e8e\u8d22\u62a5\u7535\u8bdd\u4f1a\u7684\u65f6\u95f4\u901a\u5e38\u53ef\u80fd\u5df2\u7ecf\u8fc7\u534a\u3002\u516c\u53f8\u901a\u5e38\u4f1a\u5bf9\u8be5\u5b63\u5ea6\u4e1a\u7ee9\u5df2\u6709\u660e\u786e\u7684\u628a\u63e1\uff0c\u53ef\u5728\u516c\u53f8\u7684\u5185\u90e8\u4e0b\u8c03\u90e8\u5206\u4e1a\u7ee9\u6307\u5f15\u3002<\/span>\n \u6b63\u5982\u4e0b\u9762\u6570\u636e\u6240\u663e\u793a\u7684\uff0c\u7b2c\u4e09\u5b63\u5ea6\u5e02\u573a\u5e73\u5747\u9884\u671f\u201c\u8d85\u51fa\u201d\u7684\u4e2d\u4f4d\u6570\u4e3a\u00a0<\/span>4.2%<\/span>\uff08<\/span>2021 <\/span>\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a <\/span>4.3%<\/span>\uff0c<\/span>2021 <\/span>\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a <\/span>4.6%<\/span>\uff0c<\/span>2021 <\/span>\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a <\/span>4.5%<\/span>\uff0c<\/span>2020 <\/span>\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e3a <\/span>5.3%<\/span>\uff0c<\/span>2020 <\/span>\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a <\/span>4.6%<\/span>\uff0c<\/span>2020 <\/span>\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a <\/span>4.1%<\/span>\uff09\u3002<\/span><\/span>\n <\/span>\n <\/section>\n
\n \u4ece\u4e0b\u9762\u7684\u6570\u636e\u53ef\u4ee5\u770b\u51fa\uff0c\u51e0\u4e4e\u6240\u6709\u7684\u4e91\u8ba1\u7b97\u4e0a\u5e02\u516c\u53f8\u90fd\u8d85\u8fc7\u4e86\u7b2c\u56db\u5b63\u5ea6\u7684\u5e02\u573a\u5e73\u5747\u9884\u671f\u3002<\/span>\n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u4e0e\u5e02\u573a\u5e73\u5747\u9884\u671f\u76f8\u6bd4\u8f83\u7684<\/strong>\n <\/span>\n <\/p>\n

\n \n \u4e0b\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u6307\u5f15<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \u4e1a\u7ee9\u9884\u6d4b\u9ad8\u4e8e\u4e0b\u4e00\u5b63\u5ea6\u7684\u5e02\u573a\u5e73\u5747\u9884\u671f\u662f\u5224\u65ad\u516c\u53f8\u5b63\u5ea6\u8868\u73b0\u7684\u7b2c\u4e8c\u4e2a\u91cd\u8981\u6307\u6807\u3002\u4e00\u822c\u800c\u8a00\uff0c\u516c\u53f8\u4f1a\u7ed9\u51fa\u4e00\u4e2a\u6307\u5f15\u8303\u56f4\uff08\u4f8b\u5982\uff1a9500 <\/span>\u4e07 ~ 1 <\/span>\u4ebf\u7f8e\u5143\uff09\uff0c\u800c\u56fe\u4e2d\u6240\u5c55\u793a\u7684\u6570\u5b57\u5219\u662f\u4e2d\u95f4\u503c\u3002\u5982\u679c\u6307\u5f15\u9ad8\u4e8e\u5e02\u573a\u5e73\u5747\u9884\u671f\uff0c\u5219\u53ef\u4ee5\u8ba4\u4e3a\u4e1a\u7ee9\u5f97\u5230\u4e86\u6539\u5584\uff0c\u6216\u8005\u4e5f\u53ef\u4ee5\u8ba4\u4e3a\u662f\u5bf9\u4e1a\u7ee9\u8868\u73b0\u597d\u4e8e\u9884\u671f\u6709\u4fe1\u5fc3\u3002<\/span>\n <\/section>\n
\n \u8fd9\u4e00\u5b63\u5ea6\u7684\u6570\u636e\u975e\u5e38\u6709\u8da3\uff0c\u51e0\u4e4e\u4ece\u672a\u89c1\u8fc7\u6709\u8fd9\u4e48\u591a\u7684\u516c\u53f8\u672a\u63d0\u4f9b\u6307\u5f15\u3002\u8fd9\u5c06\u4f1a\u662f\u5728\u00a02022 <\/span>\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e2d\u9700\u8981\u5173\u6ce8\u7684\u4e8b\u60c5\uff082022 <\/span>\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6307\u5f15\uff09\uff0c\u76f8\u4fe1\u5404\u516c\u53f8\u90fd\u5728\u6743\u8861\u5168\u7403\u4e8b\u6001\u53d8\u5316\u5bf9\u5176\u4e1a\u52a1\u7684\u5f71\u54cd\u3002<\/span>\n <\/section>\n
\n \n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u589e\u957f\u60c5\u51b5<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \u589e\u957f\u60c5\u51b5\u662f\u5b63\u62a5\u7684\u7b2c\u4e09\u4e2a\u91cd\u8981\u6307\u6807\u3002\u4e0b\u56fe\u663e\u793a\u7684\u5404\u5b63\u5ea6\u7684\u540c\u6bd4\u589e\u957f\u60c5\u51b5\uff0c\u8ba1\u7b97\u516c\u5f0f\u4e3a\uff1a\uff082021 <\/span>\u5e74\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\uff09\/<\/span>\uff082020 <\/span>\u5e74\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\uff09-1<\/span>\u3002<\/span>\n <\/section>\n
\n \n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u81ea\u7531\u73b0\u91d1\u6d41\u7387<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n \u81ea\u7531\u73b0\u91d1\u6d41\u662f\u8bc4\u4f30<\/span> SaaS <\/span>\u516c\u53f8\u7684\u4e00\u4e2a\u91cd\u8981\u6307\u6807\u3002\u8bb8\u591a <\/span>SaaS <\/span>\u516c\u53f8\u5e76\u6ca1\u6709\u5b9e\u73b0\u76c8\u5229\uff0c\u5c3d\u7ba1\u8fd9\u4e9b\u516c\u53f8\u7684\u73b0\u91d1\u6536\u5165\u60c5\u51b5\u53ef\u80fd\u8fdc\u6bd4\u60f3\u8c61\u5f97\u8981\u591a\u3002\u5728\u8ba1\u7b97\u81ea\u7531\u73b0\u91d1\u6d41\u65f6\uff0c\u5c06\u8425\u8fd0\u73b0\u91d1\u6d41\u51cf\u53bb\u8d44\u672c\u652f\u51fa\u548c\u8f6f\u4ef6<\/span>\u7684\u6210\u672c\u5316\u652f\u51fa\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u81ea\u7531\u73b0\u91d1\u6d41\u8fd8\u589e\u52a0\u4e86\u57fa\u4e8e\u80a1\u7968\u7684\u85aa\u916c\uff08<\/span>SBC<\/span>\uff09\u7684\u975e\u73b0\u91d1\u652f\u51fa\u3002<\/span><\/span>\n \u8fd9\u662f\u6709\u4e89\u8bae\u7684\u4e00\u70b9\uff0c\u56e0\u4e3a\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u5b83\u4f1a\u589e\u52a0\u6d41\u901a\u80a1\u7684\u6570\u91cf\uff08\u7a00\u91ca\uff09\uff0c\u4ece\u800c\u635f\u5bb3\u5176\u4ed6\u80a1\u4e1c\u6536\u76ca\u3002<\/span>\n <\/span>\n <\/section>\n
\n \u5982\u56fe\u6240\u793a\uff0c\u81ea\u7531\u73b0\u91d1\u6d41\u7684\u4e2d\u4f4d\u6570\u4e3a -4%<\/span>\u3002\u6392\u540d\u524d\u5341\u5206\u4e4b\u4e00\u7684\u516c\u53f8\u63d0\u4f9b\u4e86 29% <\/span>\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u5229\u6da6\u7387\u3002<\/span>\n <\/section>\n
\n \n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u51c0\u6536\u5165\u7559\u5b58\u7387<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n \u51c0\u6536\u5165\u7559\u5b58\u7387\u662f\u8bc4\u5224\u4f01\u4e1a\u5b63\u5ea6\u8868\u73b0\u7684\u7b2c\u56db\u4e2a\u91cd\u8981\u6307\u6807\uff0c\u4e5f\u662f\u6700\u9002\u5408\u7528\u6765\u8bc4\u4f30<\/span> SaaS <\/span>\u516c\u53f8\u7684\u6307\u6807\u4e4b\u4e00\u3002\u5b83\u7684\u8ba1\u7b97\u65b9\u6cd5\u662f\u5c06\u540c\u4e00\u6279\u5ba2\u6237\u7684\u4e0a\u4e00\u5e74 <\/span>ARR <\/span>\u4e0e\u5f53\u524d\u5e74\u5ea6\u7684 <\/span>ARR <\/span>\u8fdb\u884c\u6bd4\u8f83\uff08\u5373\u4f7f\u5ba2\u6237\u6709\u6240\u6d41\u5931\uff09\u3002\u4e3e\u4f8b\u800c\u8a00\uff0c\u5982\u679c\u5728\u4e00\u5e74\u524d\u4ece <\/span>10 <\/span>\u540d\u5ba2\u6237\u90a3\u91cc\u83b7\u5f97\u4e86 <\/span>100 <\/span>\u4e07\u7f8e\u5143\u7684\u7ecf\u5e38\u6027\u6536\u5165\uff08<\/span>ARR<\/span>\uff09\uff0c\u800c\u5728\u4eca\u5e74\u53c8\u83b7\u5f97\u4e86 <\/span>110 <\/span>\u4e07\u7f8e\u5143\uff0c\u90a3\u4e48\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u4e3a <\/span>110%<\/span>\u3002\u8fd9\u4e00\u6307\u6807\u80fd\u591f<\/span>\u51c6\u786e\u5730\u53cd\u6620\u51fa\u5ba2\u6237\u5bf9\u4ea7\u54c1\u7684\u559c\u597d\u7a0b\u5ea6\u3002<\/span>\n \u51c0\u6536\u5165\u7559\u5b58\u7387\u9ad8\u5219\u610f\u5473\u7740\u5ba2\u6237\u6b63\u5728\u6269\u5927\u4ea7\u54c1\u7684\u4f7f\u7528\u8303\u56f4\uff08\u589e\u8d2d\uff1a\u589e\u52a0\u66f4\u591a\u7684\u5e2d\u4f4d<\/span> \/ <\/span>\u7528\u6237 <\/span>\/ <\/span>\u6570\u91cf\uff09\uff0c\u6216\u6b63\u5728\u8d2d\u4e70\u5176\u4ed6\u4ea7\u54c1\uff0c\u5176\u8d2d\u4e70\u901f\u5ea6\u9ad8\u4e8e\u4ed6\u4eec\u964d\u4f4e\u652f\u51fa\uff08\u6d41\u5931\uff09\u7684\u901f\u5ea6\u3002<\/span><\/span>\n <\/span>\n <\/section>\n
\n \n \u5b83\u53cd\u6620\u4e86\u5728\u4e0d\u589e\u52a0\u4efb\u4f55\u65b0\u5ba2\u6237\u7684\u60c5\u51b5\u4e0b\uff0c\u4e1a\u52a1\u589e\u901f\u4f1a\u6709\u591a\u5feb\u3002<\/span>\n \u4f5c\u4e3a\u4e00\u5bb6\u5df2\u7ecf\u5177\u6709\u4e00\u5b9a\u89c4\u6a21\u7684\u4e0a\u5e02\u516c\u53f8\u6765\u8bf4\uff0c\u5982\u679c\u5fc5\u987b\u5b8c\u5168\u4f9d\u9760\u65b0\u5ba2\u6237\u6765\u83b7\u5f97\u589e\u957f\uff0c\u90a3\u4e48\u5f80\u5f80\u5c31\u5f88\u96be\u5feb\u901f\u589e\u957f\u3002<\/span>\n \n \u5bf9\u4e8e<\/span> ARR <\/span>\u8d85\u8fc7 <\/span>2 <\/span>\u4ebf\u7f8e\u5143\u7684\u516c\u53f8\uff0c\u5982\u679c\u60f3\u8981 <\/span>ARR <\/span>\u5b9e\u73b0 <\/span>30% <\/span>\u4ee5\u4e0a\u7684\u589e\u957f\uff0c\u63a8\u51fa\u65b0\u54c1\u724c\u5c31\u5341\u5206<\/span><\/span>\n <\/strong>\n \n \u5fc5\u8981<\/span>\n <\/strong>\n \n \u3002<\/span>\n <\/strong>\n \u53e6\u4e00\u65b9\u9762\uff0c\u5982\u679c\u51c0\u6536\u5165\u7559\u5b58\u7387\u4e3a<\/span> 120%<\/span>\uff0c\u90a3\u4e48\u53ea\u9700\u5c06\u65b0\u54c1\u724c\u7684\u6536\u5165\u63d0\u9ad8 <\/span>10%<\/span>\uff0c\u5c31\u53ef\u4ee5\u6210\u4e3a\u4e00\u5bb6\u201c\u9ad8\u589e\u957f\u201d\u7684\u516c\u53f8\u3002<\/span><\/span>\n <\/span>\n <\/section>\n
\n \n \u7ecf\u8fc7\u957f\u65f6\u95f4\u7684\u89c2\u5bdf\uff0c\u6211\u4eec\u53ef\u4ee5\u5f97\u51fa\u4e09\u4e2a\u7edf\u8ba1\u57fa\u51c6\uff1a\u4f18\u79c0\u3001\u4e00\u6d41\u548c\u4e00\u822c\u3002<\/span>\n \u901a\u5e38\u5927\u4e8e<\/span> 130% <\/span>\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u4e3a<\/span>\u4f18\u79c0\u4f01\u4e1a\uff0c<\/span>115% – 130% <\/span>\u4e3a<\/span>\u4e00\u6d41\u4f01\u4e1a\uff0c\u800c\u5c0f\u4e8e<\/span> 115% <\/span>\u7684\u4e3a<\/span>\u4e00\u822c\u4f01\u4e1a\u3002\u5f53\u7136\uff0c\u5bf9\u4e8e\u5ba2\u7fa4\u662f\u4e2d\u5c0f\u4f01\u4e1a\u7684\u516c\u53f8\u6765\u8bf4\uff0c<\/span>\n \u9274\u4e8e\u6709\u7740\u8f83\u9ad8\u7684\u6d41\u5931\u7387\uff0c\u8fd9\u4e9b\u57fa\u51c6\u53ef\u4ee5\u9002\u5f53\u964d\u4f4e\u3002\u5bf9\u4e8e\u8fd9\u7c7b\u4f01\u4e1a\u800c\u8a00\uff08\u5982<\/span> Bill.com<\/span>\uff09\uff0c\u5982\u679c\u51c0\u6536\u5165\u7559\u5b58\u7387\u5927\u4e8e <\/span>120%<\/span>\uff0c\u90a3\u4e48\u5c31\u662f\u4e00\u5bb6<\/span>\u4f18\u79c0\u7684\u516c\u53f8\u3002\u4ee5\u4e0b\u662f\u7b2c\u56db\u5b63\u5ea6\u7684\u6570\u636e\uff1a<\/span>\n <\/span>\n <\/section>\n
\n \n <\/section>\n
\n \u4ece\u4e0a\u9762\u7684\u6570\u636e\u53ef\u4ee5\u770b\u51fa\uff0c\u51c0\u6536\u5165\u7559\u5b58\u7387\u7684\u4e2d\u4f4d\u6570\u4e3a 120%<\/span>\uff0c\u6392\u540d\u524d 25% <\/span>\u7684\u516c\u53f8\uff0c\u5176\u51c0\u6536\u5165\u7559\u5b58\u7387\u90fd\u5927\u4e8e 129%<\/span>\uff0c\u524d 10% <\/span>\u7684\u516c\u53f8\uff0c\u5176\u51c0\u6536\u5165\u7559\u5b58\u7387\u5927\u4e8e 133%<\/span>\u3002\u9700\u8981\u6ce8\u610f\u7684\u4e00\u70b9\u662f\uff1a\u5e76\u975e\u6240\u6709\u7684\u516c\u53f8\u90fd\u62ab\u9732\u4e86\u8fd9\u4e00\u6307\u6807\u3002\u6216\u8bb8\uff0c\u5927\u591a\u6570\u6ca1\u6709\u62ab\u9732\u8fd9\u4e00\u6307\u6807\u7684\u516c\u53f8\u53ef\u80fd\u662f\u56e0\u4e3a\u8be5\u516c\u53f8\u8fbe\u4e0d\u5230\u51c0\u6536\u5165\u7559\u5b58\u7387\u7684\u57fa\u51c6\u3002<\/span>\n <\/section>\n
\n \n \n \u00a0
<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n
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1<\/span> <\/p>\n

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\n \n \u9500\u552e\u6548\u7387\uff1a\u7ecf\u6bdb\u5229\u7387\u8c03\u6574<\/strong>\n <\/span>\n \u540e<\/strong>\n <\/p>\n

\n \u7684 CAC Payback<\/strong>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n \n \n <\/strong>\n <\/span>\n <\/section>\n
\n \n \u80fd\u5426\u6709\u6548\u83b7\u5f97\u5ba2\u6237\u662f\u5b63\u62a5\u7684\u7b2c\u4e94\u4e2a\u91cd\u8981\u6307\u6807\uff0c\u8861\u91cf\u8fd9\u4e00\u91cd\u8981\u6307\u6807\u7684\u662f\uff1a\u83b7\u5ba2\u6210\u672c\u6295\u8d44\u56de\u6536\u671f\uff08<\/span>CAC Payback<\/span>\uff09\uff0c\u8fd9<\/span>\u662f\uff0c\u4ec5\u6b21\u4e8e\u51c0\u6536\u5165\u7559\u5b58\u7387\u7684\u91cd\u8981\u6307\u6807\u3002\u867d\u7136\u8fd9\u4e00\u6307\u6807\u7684\u540d\u5b57\u6709\u4e9b\u957f\uff0c\u4f46\u5b83\u975e\u5e38\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u80fd\u591f\u53cd\u6620\u51fa\u4e00\u5bb6\u516c\u53f8\u662f\u5426\u53ef\u4ee5\u4fdd\u6301\u6301\u7eed\u589e\u957f\u3002\u7406\u8bba\u4e0a\u6765\u8bb2\uff0c\u4efb\u4f55\u589e\u957f\u7387\u90fd\u53ef\u4ee5\u901a\u8fc7\u65e0\u9650\u5236\u7684\u9884\u7b97\u53bb\u96c7\u4f63\u4e1a\u52a1\u00a0<\/span>AE\u00a0<\/span>\u6765\u5b9e\u73b0\u3002<\/span><\/span>\n \u4f46\u662f\uff0c\u5982\u679c\u8fd9\u4e9b<\/span> AE <\/span>\u6ca1\u6709\u8fbe\u5230<\/span>\u9884\u671f\uff0c\u4f01\u4e1a\u6240\u652f\u4ed8\u7684\u57fa\u7840\u5de5\u8d44\u548c\u4f63\u91d1\u4e0e\u4ed6\u4eec\u6240\u5e26\u6765\u7684\u6536\u5165\u4e0d\u76f8\u7b26\uff0c\u90a3\u4e48\u6b64\u4e1a\u52a1\u5c31\u662f\u70e7\u94b1\u7684\u4e1a\u52a1\uff0c\u4e5f\u5c31\u662f\u8fd9\u79cd\u65b9\u6cd5\u6ca1\u6709\u53ef\u6301\u7eed\u6027\u3002\u7531\u4e8e<\/span> SaaS <\/span>\u6536\u5165\u7684\u5468\u671f\u6027\uff0c<\/span>\u901a\u5e38\u53ef\u4ee5\u627f\u53d7\u8d85\u8fc7<\/span> 1 <\/span>\u5e74\u4ee5\u4e0a\u65f6\u95f4\u7684\u56de\u6536\u671f\u3002\u4e8b\u5b9e\u4e0a\uff0c\u8fd9\u79cd\u60c5\u51b5\u4e5f\u5f88\u5e38\u89c1\u3002<\/span><\/span>\n <\/span>\n <\/section>\n
\n \n \u7ecf\u6bdb\u5229\u7387\u8c03\u6574\u7684<\/span> CAC Payback <\/span>\u8ba1\u7b97\u8d77\u6765\u5341\u5206\u7b80\u5355\u3002<\/span><\/span>\n \u53ea\u9700\u8981\u5c06\u4e0a\u4e00\u5b63\u5ea6\u7684<\/span> S&M <\/span>\u8d39\u7528\uff08\u6240\u6709\u83b7\u5ba2\u6210\u672c\uff09\u9664\u4ee5\u672c\u5b63\u5ea6\u51c0\u65b0\u589e <\/span>ARR<\/span>\uff08\u65b0\u54c1\u724c\u7684 <\/span>ARR + <\/span>\u589e\u8d2d\u00a0– <\/span>\u6d41\u5931 <\/span>– <\/span>\u6536\u7f29\uff09\uff0c\u518d\u4e58\u4ee5\u6bdb\u5229\u7387\uff0c\u6700\u540e\u518d\u5c06\u5176\u4e58\u4ee5 <\/span>12 <\/span>\u4fbf\u662f <\/span>CAC Payback<\/span>\u3002\u516c\u5f0f\u662f\uff1a<\/span><\/span>\n <\/span>\n \uff08\u4e0a\u4e00\u5b63\u5ea6 <\/span>\n S&M<\/span>\n \uff09<\/span>\n \/<\/span>\n \uff08\u51c0\u65b0\u589e <\/span>\n ARR * <\/span>\n \u6bdb\u5229\u7387\uff09<\/span>\n *12\u3002<\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \u8ba1\u7b97\u51c0\u65b0\u589e<\/span> ARR <\/span>\u7684\u516c\u5f0f\u662f\uff1a\u7528\u5f53\u524d\u5b63\u5ea6\u7684 <\/span>ARR <\/span>\u51cf\u53bb\u524d\u4e00\u4e2a\u5b63\u5ea6\u7684\u671f\u672b <\/span>ARR<\/span>\u3002<\/span>\u901a\u5e38\u6295\u8d44\u56de\u6536\u671f\u5728\u00a012 <\/span>\u4e2a\u6708<\/span>\u5185\u7684\u4e3a\u6700\u597d\u7684\u516c\u53f8\uff0c<\/span>12 – 24 <\/span>\u4e2a\u6708\u7684\u6295\u8d44\u56de\u6536\u671f\u4e3a<\/span>\u6b21\u4f18\u516c\u53f8\uff0c\u5927\u4e8e<\/span> 24 <\/span>\u4e2a\u6708\u4ee5\u4e0a\u7684\u5219\u4f4e\u4e8e\u5e73\u5747\u6c34\u5e73\u3002<\/span><\/span>\n \u4e0a\u5e02\u516c\u53f8\u7684\u6295\u8d44\u56de\u6536\u671f\u4e0e\u51c0\u6536\u5165\u7559\u5b58\u7387\u57fa\u51c6\u5e76\u4e0d\u5b8c\u5168\u543b\u5408\u3002\u8fd9\u65b9\u9762\u4e3b\u8981\u7684\u539f\u56e0\u662f\uff0c\u4e0a\u5e02\u516c\u53f8\u53ef\u4ee5\u627f\u53d7\u66f4\u957f\u65f6\u95f4\u7684\u6295\u8d44\u56de\u6536\u671f\u3002<\/span>ARR <\/span>\u5728 <\/span>2 <\/span>\u4ebf\u7f8e\u5143\u4ee5\u4e0a\u7684\u4f01\u4e1a\u5df2\u7ecf<\/span>\u6709\u7a33\u5b9a\u7684\u7ecf\u5e38\u6027\u6536\u5165\uff0c\u5e76\u4e14\u5df2\u7ecf\u507f\u8fd8\u4e86\u6700\u521d\u7684\u83b7\u5ba2\u6210\u672c\u3002\u4ed6\u4eec\u7684\u6301\u7eed\u6536\u5165\u53ef\u4ee5<\/span>\u201c\u8d44\u52a9\u201d\u65b0\u54c1\u724c\u7684\u57f9\u80b2\uff0c\u5e76\u4f7f\u4f01\u4e1a\u5728\u627f\u53d7\u66f4\u957f\u6295\u8d44\u56de\u6536\u671f\u7684\u60c5\u51b5\u4e0b\uff0c\u6bd4\u975e\u4e0a\u5e02\u516c\u53f8\uff08<\/span>ARR <\/span>\u57fa\u6570\u8f83\u5c0f\uff09\u83b7\u5f97\u66f4\u591a\u56de\u62a5\u3002<\/span><\/span>\n <\/span>\n <\/section>\n
\n \u5927\u591a\u6570\u4e0a\u5e02\u516c\u53f8\u5e76\u4e0d\u4f1a\u62ab\u9732 ARR<\/span>\uff08\u5373\u4f7f\u62ab\u9732\uff0cARR <\/span>\u7684\u5b9a\u4e49\u4e5f\u4e0e\u6211\u4eec\u5bf9\u975e\u4e0a\u5e02\u516c\u53f8\u7684\u5b9a\u4e49\u6709\u6240\u4e0d\u540c\uff09\u3002\u6b63\u56e0\u4e3a\u5982\u6b64\uff0c\u6211\u4eec\u4f7f\u7528\u9690\u542b ARR <\/span>\u6307\u6807\u3002\u9690\u542b ARR <\/span>\u7684\u8ba1\u7b97\u516c\u5f0f\u662f\uff1a\u5355\u4e2a\u5b63\u5ea6\u7684\u8ba2\u9605\u6536\u5165 * 4<\/span>\u3002\u56e0\u6b64\uff0c\u5bf9\u4e8e\u4e0a\u5e02\u516c\u53f8\u6765\u8bf4\uff0c\u8ba1\u7b97\u7ecf\u6bdb\u5229\u7387\u8c03\u6574\u540e\u7684\u56de\u6536\u671f\u516c\u5f0f\u4e3a\uff1a<\/span>\n <\/section>\n
\n [(<\/span>\u4e0a\u4e00\u5b63\u5ea6 S&M) \/ ((<\/span>\u5f53\u524d\u5b63\u5ea6\u8ba2\u9605\u6536\u5165 * 4)-(<\/span>\u4e0a\u4e00\u5b63\u5ea6\u8ba2\u9605\u6536\u5165 * 4)) x <\/span>\u6bdb\u5229\u7387] x 12<\/span><\/span>\n <\/section>\n
\n \n \u4ee5\u4e0b\u662f\u7b2c\u4e09\u5b63\u7684\u6295\u8d44\u56de\u6536\u671f\u6570\u636e\u3002<\/span>\n \u7531\u4e8e\u5e76\u4e0d\u662f\u6240\u6709\u516c\u53f8\u7684\u8d22\u62a5\u90fd\u4f1a\u62ab\u9732\u8ba2\u9605\u6536\u5165\uff0c\u56e0\u6b64\u8fd9\u4e9b\u672a\u62ab\u9732\u7684\u516c\u53f8\u4f1a\u88ab\u6392\u9664\u5728\u5206\u6790\u4e4b\u5916\uff08\u6216\u8005\u9884\u4f30\u4ed6\u4eec\u8ba2\u9605\u6536\u5165\u7684\u5360\u6bd4\uff09\u3002<\/span>\n <\/span>\n <\/section>\n
\n \n <\/section>\n
\n \u4ece\u4e0a\u9762\u7684\u6570\u636e\u53ef\u4ee5\u770b\u51fa\uff0c\u7ecf\u6bdb\u5229\u7387\u8c03\u6574\u540e\u7684\u56de\u6536\u671f\u4e2d\u4f4d\u6570\u4e3a 22 <\/span>\u4e2a\u6708\uff0c\u524d 25% <\/span>\u7684\u516c\u53f8\uff0c\u7ecf\u6bdb\u5229\u7387\u8c03\u6574\u540e\u7684\u56de\u6536\u671f\u4e2d\u4f4d\u6570\u5c0f\u4e8e 17 <\/span>\u4e2a\u6708\uff0c\u524d 10% <\/span>\u7684\u516c\u53f8\uff0c\u7ecf\u6bdb\u5229\u7387\u8c03\u6574\u540e\u7684\u56de\u6536\u671f\u4e2d\u4f4d\u6570\u5c0f\u4e8e 12 <\/span>\u4e2a\u6708\u3002<\/span>\n <\/section>\n
\n \u00a0
<\/span>\n <\/section>\n
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1<\/span> <\/p>\n

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\n \n 2023\u00a0\u5e74\u5e02\u573a\u5e73\u5747\u9884\u671f\u6536\u5165\u5206\u6790<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n <\/section>\n
\n \n \n \n <\/strong>\n <\/span>\n <\/section>\n
\n \u5c06\u6240\u6709\u8fd9\u4e9b\u6307\u6807\u8054\u7cfb\u5728\u4e00\u8d77\u4fbf\u662f\u53e6\u4e00\u4e2a\u6307\u6807\uff1a2023 <\/span>\u5e74\u5e02\u573a\u5e73\u5747\u9884\u671f\u6536\u5165\u3002\u5728\u62ab\u9732\u7b2c\u56db\u5b63\u5ea6\u8d22\u62a5\u524d\uff0c\u5206\u6790\u5e08\u4eec\u4f1a\u5bf9\u6bcf\u5bb6\u516c\u53f8 2023 <\/span>\u5e74\u7684\u8868\u73b0\u8fdb\u884c\u4e86\u9884\u671f\uff0c\u5728\u8d22\u62a5\u53d1\u5e03\u5b8c\u4ee5\u540e\uff0c\u8fd9\u79cd\u9884\u671f\u4f1a\u53d1\u751f\u79ef\u6781\u6216\u6d88\u6781\u7684\u53d8\u5316\u3002\u5bf9\u4e8e\u6211\u4eec\u6765\u8bf4\uff0c\u6700\u91cd\u8981\u7684\u662f\u89c2\u5bdf\u8fd9\u79cd\u53d8\u5316\u7684\u5e45\u5ea6\uff0c\u770b\u770b\u54ea\u4e9b\u516c\u53f8\u7684\u53d1\u5c55\u60c5\u51b5\u4f3c\u4e4e\u53d8\u5f97\u66f4\u597d\u4e86\u3002\u5206\u6790\u5e08\u4eec\u5728\u5bf9\u516c\u53f8\u672a\u6765\u8fdb\u884c\u9884\u671f\u65f6\u4f1a\u53c2\u8003\u5927\u91cf\u4fe1\u606f\uff0c\u4f8b\u5982\uff1a\u9ad8\u7ba1\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u7684\u8bc4\u8bba\u3001\u5f53\u524d\u5b63\u5ea6\u4e1a\u7ee9\u3001\u63a8\u52a8\u6216\u963b\u788d\u5b8f\u89c2\u7ecf\u6d4e\u53d1\u5c55\u7684\u56e0\u7d20\u7b49\u3002\u6b64\u5916\uff0c\u6211\u4eec\u8fd8\u9700\u8981\u89c2\u5bdf\u8fd9\u4e9b\u5206\u6790\u5e08\u662f\u5982\u4f55\u8c03\u6574 2023 <\/span>\u5e74\u9884\u671f\u7684\uff0c\u56e0\u4e3a\u8fd9\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u80fd\u591f\u53cd\u6620\u51fa\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u524d\u666f\u662f\u597d\u8fd8\u662f\u574f\u3002<\/span>\n <\/section>\n
\n \n <\/section>\n
\n \u6b63\u5982\u56fe\u6240\u793a\uff0c\u5176\u4e2d\u4e00\u4e9b\u4f01\u4e1a\u7684\u524d\u666f\uff08\u6839\u636e\u5206\u6790\u5e08\u7684\u9884\u671f\uff09\u5728\u8d22\u62a5\u62ab\u9732\u540e\u786e\u5b9e\u5f97\u5230\u4e86\u6539\u5584\u3002<\/span>\n <\/section>\n
\n \u00a0
<\/span>\n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u80a1\u4ef7\u53d8\u5316\u5206\u6790<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n <\/section>\n
\n \u5f53\u4e0a\u5e02\u516c\u53f8\u7684\u8d22\u62a5\u62ab\u9732\u4e4b\u540e\uff0c\u6295\u8d44\u8005\u6700\u4e3a\u5173\u5fc3\u7684\u4fbf\u662f\u5176\u80a1\u4ef7\u53d8\u5316\uff0c\u4f46\u662f\u80a1\u7968\u5e76\u4e0d\u80fd\u591f\u5b8c\u6574\u5730\u53cd\u6620\u51fa\u8be5\u516c\u53f8\u5728\u5f53\u5b63\u7684\u5b9e\u9645\u8868\u73b0\u60c5\u51b5\uff0c\u6240\u4ee5\u4ee5\u4e0b\u6570\u636e\u5fc5\u987b\u4e0e\u4e0a\u9762\u6240\u8ba8\u8bba\u7684\u5185\u5bb9\u76f8\u7ed3\u5408\u3002\u901a\u5e38\u60c5\u51b5\u4e0b\uff0c\u4e70\u65b9\u5728\u5224\u65ad\u4e00\u5bb6\u516c\u53f8\u7684\u4e1a\u7ee9\u8868\u73b0\u65f6\uff0c\u4f1a\u5c06\u516c\u53f8\u662f\u5426\u5df2\u7ecf\u5b9e\u73b0\u76c8\u5229\u8003\u8651\u5728\u5185\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u80a1\u4ef7\u4e0a\u6da8\u53ef\u80fd\u662f\u7406\u6240\u5f53\u7136\u7684\u4e8b\uff0c\u4f46\u4ecd\u7136\u662f\u4e00\u4e2a\u53ef\u4ee5\u8ffd\u8e2a\u7684\u6570\u636e\u7ef4\u5ea6\u3002<\/span>\n <\/section>\n
\n \n <\/section>\n
\n \n \u4e0a\u56fe\u662f\u7ecf\u5927\u76d8\u8c03\u6574\u540e\u7684\u80a1\u4ef7\u53d8\u5316\u60c5\u51b5\uff0c\u5df2\u7ecf\u6392\u9664\u4e86\u5927\u76d8\u5bf9\u5176\u53d8\u5316\u7684\u5f71\u54cd\uff0c\u53ea\u8003\u8651\u516c\u53f8\u6536\u5165\u5bf9\u80a1\u4ef7\u7684\u5f71\u54cd\u3002<\/span>\n \u4e3e\u4f8b\u800c\u8a00\uff1a\u5047\u8bbe<\/span> Qualtrics <\/span>\u5728\u62ab\u9732\u5b63\u5ea6\u62a5\u544a\u540e\u7684\u7b2c\u4e8c\u5929\uff0c\u5176\u80a1\u4ef7\u4e0a\u6da8\u4e86 <\/span>4%<\/span>\u3002\u800c\u5728\u5b63\u5ea6\u62a5\u544a\u62ab\u9732\u7684\u5f53\u5929\uff0c\u80a1\u4ef7\u4e0a\u6da8\u4e86 <\/span>1%<\/span>\u3002\u8fd9\u8bf4\u660e\uff0c\u5373\u4fbf <\/span>Qualtrics <\/span>\u5728\u4e0a\u4e00\u5b63\u5ea6\u6ca1\u6709\u5b9e\u73b0\u76c8\u5229\uff0c\u516c\u53f8\u7684\u80a1\u4ef7\u4ecd\u4f1a\u53ef\u80fd\u4e0a\u6da8 <\/span>1%<\/span>\u3002\u4e3a\u4e86\u8ba1\u7b97\u516c\u53f8\u6536\u5165\u5bf9\u80a1\u4ef7\u7684\u5177\u4f53\u5f71\u54cd\uff0c\u6211\u4eec\u9700\u8981\u5254\u9664\u6574\u4f53\u5e02\u573a\u7684\u6ce2\u52a8\u3002\u8981\u505a\u5230\u8fd9\u4e00\u70b9\uff0c\u6211\u4eec\u53ea\u9700\u5c06\u80a1\u4ef7\u53d8\u5316\u51cf\u53bb<\/span>\u5927\u76d8\u53d8\u5316\uff1a\uff08\u80a1\u4ef7\u6da8\u8dcc\u767e\u5206\u6bd4\uff09<\/span>–<\/span>\uff08<\/span>\u5927\u76d8\u6da8\u8dcc\u767e\u5206\u6bd4\uff09\u3002<\/span>\n <\/span>\n <\/section>\n
\n \u7136\u800c\uff0c\u5176\u4e2d\u7684\u4e00\u4e9b\u6570\u636e\u53ef\u80fd\u5177\u6709\u8bef\u5bfc\u6027\u3002\u8bb8\u591a\u516c\u53f8\u7684\u80a1\u4ef7\u4f1a\u5728\u62ab\u9732\u5b63\u62a5\u4e4b\u524d\u53d1\u751f\u5de8\u5927\u53d8\u5316\u3002\u53d7\u5e02\u573a\u56e0\u7d20\u7684\u5f71\u54cd\uff0c\u5176\u8981\u4e48\u4e0a\u6da8\uff0c\u8981\u4e48\u4e0b\u8dcc\u3002\u4e0b\u56fe\u662f\u80a1\u4ef7\u4e0e\u5b63\u62a5\u62ab\u9732\u524d\u4e24\u5468\u7684\u5bf9\u6bd4\u60c5\u51b5\uff1a<\/span>\n <\/section>\n
\n \n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u7ed3\u8bba<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \u672c\u5b63\u5ea6 SaaS <\/span>\u516c\u53f8\u7ecf\u5386\u4e86\u5927\u5e45\u56de\u8c03\uff0c\u5e02\u76c8\u7387\u5df2\u7ecf\u5927\u5e45\u56de\u843d\u81f3\u5386\u53f2\u5e73\u5747\u6c34\u5e73\u3002<\/span>\n <\/section>\n
\n \n \u4ee5\u4e0b\u662f\u4e0a\u6587\u8ba8\u8bba\u4e2d\u6bcf\u79cd\u91cd\u8981\u6307\u6807\u7684\u6c47\u603b\uff0c\u4ee5\u53ca<\/span>\u201cBig Winners<\/span>\u201d\u7684\u5177\u4f53\u8868\u73b0\u3002<\/span>\n \u53ef\u4ee5\u770b\u51fa\uff0cDatadog<\/span>\u3001<\/span>Bill.com <\/span>\u548c <\/span>GitLab <\/span>\u662f\u7b2c\u56db\u5b63\u5ea6\u8868\u73b0\u6700\u597d\u7684\u4e91\u8ba1\u7b97\u4e0a\u5e02\u516c\u53f8<\/span>\u3002<\/span>\n <\/span>\n <\/section>\n
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1<\/span> <\/p>\n

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\n \n \u5173\u4e8e\u6570\u636e<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \n \n \n <\/strong>\n <\/span>\n <\/section>\n
\n \u672c\u7bc7\u6587\u7ae0\u7684\u6570\u636e\u6765\u81ea\u4e0a\u5e02\u516c\u53f8\u6240\u62ab\u9732\u7684\u6587\u4ef6\u3001Wall Street Research <\/span>\u548c Pitchbook<\/span>\u3002\u5982\u4e0b\u662f\u6240\u6709\u516c\u53f8\u7684\u539f\u59cb\u6570\u636e\uff0c\u5982\u9700\u83b7\u5f97\u8be6\u7ec6\u5217\u8868\u6570\u636e\uff0c\u6b22\u8fce\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/span>\n <\/section>\n
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\n \n \n *\u6587\u7ae0\u7ffb\u8bd1\u81ea\uff1ahttps:\/\/cloudedjudgement.substack.com\/p\/a-look-back-at-q4-21-public-cloud?s=r\uff0c<\/span><\/em>\u5982\u9700\u539f\u6587\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/span>\n <\/em>\n <\/span>\n <\/section>\n
\n \n \u6211\u4eec\u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u7814\u7a76\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u673a\u6784,\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\u3002<\/span>\n \n <\/span>\n <\/section>\n
\n \u5fae\u4fe1\u53f7: Alexqjl<\/span>\n <\/section>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

\u4e91\u8ba1\u7b97\u4e0a\u5e02\u516c\u53f8\u7684 2021 \u5e74\u7b2c\u56db\u5b63\u5ea6\u8d22\u62a5\u5df2\u5b8c\u6210\u516c\u5e03\uff0c\u6211\u4eec\u5c06\u5bf9 70 \u5bb6\u516c\u53f8\u7684\u6536\u5165\u60c5\u51b5\u8fdb\u884c\u5206\u6790\uff0c\u8fd9\u4e9b\u516c\u53f8\u90fd\u5728 […]<\/p>\n","protected":false},"author":1,"featured_media":1108,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18,8],"tags":[],"_links":{"self":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/168"}],"collection":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=168"}],"version-history":[{"count":1,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/168\/revisions"}],"predecessor-version":[{"id":332,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/168\/revisions\/332"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/media\/1108"}],"wp:attachment":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=168"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}