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5 Interesting Learnings from AppFolio at $660,000,000 in “ARR”

SaaStr

There are several big leaders in property management software, and AppFolio is one of them. At $660m in “ARR” (a lot of that isn’t software, as we’ll see below), it’s trading at a $7.2 AppFolio is what the markets want in a software+ company, at least in 2023. Let’s dig in.

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How Adopting Mobile Payments Can Help Your Business Grow in 2024

Stax

Fast forward to now where much has changed, and research anticipates contactless mobile payments to exceed one billion users globally by 2024. Customers can pay with their watch or phone just by tapping it on a card reader, and businesses can host an entire POS system on a mobile phone.

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UIPath S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

UIPath, leaders in the Robotic Process Automation (RPA) category, filed their S-1 last week , revealing an impressive business. UIPath offers software to build robots, programs that automate repetitive work. The UIPath suite includes the software to write, execute, monitor, and maintain these robots.

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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? ARR now really means revenue with 100%+ Net Revenue Retention. 50% revenue from software (recurring), 50% from payments (not-recurring). .

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5 Interesting Learnings from Toast at $500m in ARR, and a $3B Total Run Rate

SaaStr

And they are both incredibly impressive — 118% growth at $3B run-rate and $500m in ARR in software alone may be an all-time record — but also, perhaps not SaaS? #1. With gross margins of only 21%, is Toast really a software company? Wix just has more software revenue to blend the total margins higher.

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Join FastSpring at SaaS North 2023!

FastSpring

Since 2016, SaaS North has been recognized as THE Canadian hub for rapidly-scaling SaaS founders and their teams. Head over to the registration page to grab your ticket to get access to incredible speakers, unparalleled networking opportunities and proprietary software that will maximize your experience even more!

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The Quirky M&A Environment for SaaS Companies in 2016

Tom Tunguz

Through the end of July in 2016, $70B worth of SaaS companies sold. First, 15 of the 22 US software acquisitions worth more than $0.5B The largest private software acquisition is Transfirst, a payment software business founded in 1995. In 2016, these PE firms aren’t following that playbook.