Remove category declines
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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

I think we can learn the most from the #1 leaders in each category. With Datadog the clear leader in DevOps, it’s a great barometer of where the entire category is. So again, a category leader like Datadog is still growing at a jaw-dropping rate past $1B ARR. . — Jason Be Kind Lemkin (@jasonlk) October 27, 2022.

AWS 274
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5 Interesting Learnings from Asana at $600,000,000 in ARR

SaaStr

So one of my favorite categories to track and analyze in SaaS is project management. While seeing overall macro pressure and softness, not seeing a decline in Free-to-Paid conversion. Interesting to see if you’re seeing a decline in conversations from free … that Paid isn’t. #8.

SMB 244
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Everything Founders Should Know About AI, Pricing, and Funding with SaaStr CEO and Founder Jason Lemkin 

SaaStr

If you can tap into that, you can tap into budget that may not exist in your category. If you’re at $100M or $200M of revenue and your growth is facing a decline into the single digits, pricing stuff is super important. Whether you raise prices or not, if you don’t increase customer count, you’ll quietly go into terminal decline.

AI 243
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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

Swank says, “This year, global funding saw a 53% decline. Oates explains, “Software that supports critical infrastructure will continue to be purchased and renewed, year-over-year.” The bottom Line? Businesses spend big money on tools they believe are indispensable to their operations and success. Why are SaaS Prices Increasing?

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What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. Buyers are increasingly wary of bias, seeking trustworthy sources, and B2B websites are declining in trust. . Go-to-market Partners released a report using G2 data.

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The Top 10 Mistakes Founders Make After $10m ARR

SaaStr

Pretty soon, that $300k burn has turned into $800k, and then … it never declines. Burn rates never seem to decline unless you take serious, and often radical,action. And certainly, there are categories that are very SMB, so going too upmarket too early doesn’t make sense. It grows to $1m and beyond. More here. #3:

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The Hottest Startup Sectors in 2016

Tom Tunguz

Which of the 16 major start of categories in information technology will reap disproportionate share of investment dollars in 2016? Using Crunchbase data, I analyzed share of dollars commanded by each of these 16 categories over the last five years to understand the trends in both the seed and series A fundraising markets.

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