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5 Interesting Learnings from Zscaler at $1B in ARR

SaaStr

Accelerating at scale. Zscaler is based in San Jose, CA, but it had early wins in Europe and it kept scaling there. Zscale isn’t an exception, but they’ve been thoughtful as they scaled and IPO’d and got sales & marketing under 50%. SLA 99.999% across 150+ Data Centers. 5 Interesting Learnings: #1.

Scale 245
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Thanks to Cumul.io, Hook, Jiminny, Leaseweb,and Zendesk for Sponsoring SaaStr Europa 2023!

SaaStr

We use data science to identify your highest-value customers, how to keep them and maximize revenue. Jiminny is the conversation intelligence platform that records, transcribes and analyzes sales calls to help teams coach at scale, win more deals and smash targets. Hook accurately predicts revenue growth from your customers.

Scale 215
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Ok, Google: Scale my SaaS business

Intercom, Inc.

On this week’s episode of Scale, Matt Rogers, Head of SaaS Initiative at Google, is here to enlighten us. Over the course of his conversation with Amanda Connolly, Matt covers the challenges faced by SaaS companies both starting out and scaling in today’s swiftly evolving market. But today, people won’t accept that.”.

Scale 118
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Dropbox S-1 Analysis - The King of Freemium

Tom Tunguz

Founded in 2007, Dropbox epitomizes the freemium go-to-market. This decrease is driven by user policy changes that affect users who have been inactive for a year or more, and a shift to operating their own data centers instead of using cloud providers. Dropbox has grown from 0 to 500 million users over that time period.

Scale 208
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Finding the Next Wave of Growth: S-Curves and Product Sequencing

Casey Accidental

Most companies have a primary acquisition loop that drives this scalable growth, and unfortunately, there aren’t that many acquisition loops that really scale. Even when they scale, they eventually asymptote, and companies need to find new ways to grow. This can be new growth loops for the same product, or entirely new products.

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What’s next for Fintech SaaS innovation?

Panintelligence

The difference is that this time around, it won’t be just about changing customer behavior, but untapped data. In fact, we may be at a pivot point rather like in 2007 when the “app economy” evolved and changed the entire way we communicate, work, play, and shop. Fintech SaaS is about to go through something similar.

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How Healthy is the SaaS IPO Market?

Tom Tunguz

According to the data, 2016 has the potential to be the worst SaaS IPO year in six. By 2007 there were five IPOs and that number crested at nine in 2013 and 2014. After more than a decade of reinvention, I was curious how healthy the IPO market is for SaaS companies. The chart above plots the number of SaaS IPOs.

Marketing 101