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5 Interesting Learnings from ServiceNow at $12.5 Billion in ARR

SaaStr

You CAN Maintain 20%+ Growth at Massive Scale ServiceNow hit $3.113B in quarterly subscription revenue growing 22.5% At a $12.4B+ annual run rate, they added ~$570M in incremental subscription revenue year-over-year in Q2 alone. The 2010 Customer Cohort: 280% Annual Growth Over 15 Years This is the most mind-blowing metric in SaaS.

Scaling 153
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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

Navan represents something different: a mainstream B2B software company with enterprise clients and subscription revenue models that institutional investors understand. Filed April 2025 Stripe 2010 Patrick Collison Payments $1.4T But these were largely specialized or consumer-adjacent plays. volume $91.5B

B2B 189
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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

Finding the right strategic real estate to entrench yourself, building excellence in your trench, and then methodically expanding will lead to even larger platforms than the ones that were built in the 2010-2015 time frame. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 144
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Glossary: 117 software-led payments terms to know

Payrix

Durbin amendment Part of the Dodd-Frank Wall Street Reform and Consumer Protection Act (introduced in 2010) that limits transaction fees imposed upon merchants by debit card issuers. Apple Pay A mobile payment and digital wallet service offered by Apple that allows users to make payments through NFC technology.

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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

and then like, if I go to 2010 in the startup space. Ray Smith: It’s a great point, Scott is like, as I mentioned, and that cynical phase around 2010, it seemed like every startup, every business was slapping AI. It really does need to be broken down into parse and process the invoice, then check the ERP, then do these things.

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The Software Startup Sectors Raising the Most Capital in 2017

Tom Tunguz

In 2010, classic SaaS was booming, the benefits of a subscription model were finally becoming clear to the public markets and the mass-market. The chart above breaks out 14 different software categories and shows the amount of dollars invested in each category indexed to 2010 levels.

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5 Interesting Learnings from ServiceNow at $7 Billion in ARR

SaaStr

Ok, this chart is a bit confusing, but if you look at ServiceNow’s currency-adjusted revenue, you can see super-consistent 29%-30% growth in subscription revenue each of the past 5 quarters. #2. It’s 2010 customers have grown their ACV … a stunning 24x over the following 12+ years. Steady 98%-99% Gross Renewal Rates.

Azure 325