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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

Category Analysis: The New SaaS Hierarchy Tier 1: AI + Government = Money Printer Average Return: +165.2% The Government AI Arms Race Every government agency suddenly has unlimited AI budgets. Palantir isn’t just winning—it’s playing a different game entirely. And defense contractors don’t trade at 10x revenue.

B2B
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

AI Governance Committee Rather than treating AI adoption as purely a technology initiative, Rubrik established an AI governance committee including InfoSec, Legal, and business stakeholders. This committee evaluates AI tools and use cases for security and compliance before deployment. I can do 100% AI code.

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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. Addressable Users: 800M+ knowledge workers globally 50M small business owners 100M government employees worldwide 200M educators and students Total: ~1.1B

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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015. This early investment in regulatory compliance has become their key differentiator against Tether and newer entrants.

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How Dialpad Hit $300M ARR by Building Their Own AI Stack: 5 Key Learnings

SaaStr

Here’s why domain data matters: Tighter accuracy gains : Domain-specific data allows you to optimize for specific use cases while maintaining general capabilities Vertical specialization : Different industries have different needs – Dialpad can tune their models for sales teams vs. support teams Competitive moat : While anyone can access (..)

AI
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Data Governance: The Hidden Backbone of Scalable SaaS Operations

SaaS Metrics

Under the hood, one discipline plays a quiet yet critical role in enabling growth, maintaining customer trust, and avoiding legal landmines: data governance. While terms like “growth hacking” and “machine learning” dominate headlines, data governance.

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What is SaaS accounting? Types, Key Metrics and Automation

How To Buy Saas

These metrics include monthly recurring revenue (MRR), customer acquisition cost, churn rate, customer lifetime value, etc. If you are a SaaS business owner, you can invest in analytics tools to get better insights and data to analyze these metrics and make actionable decisions.