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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

Basic questions like “What’s our churn rate?” The Acceleration: Why RevenueCat Won (2019-2022) Product Velocity: While competitors focused on single features, RevenueCat built a complete monetization platform. ” or “What’s the lifetime value of subscribers?”

Payments 265
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Zoom at $4.5B in ARR: Enterprise is Growing 24%, But SMB Churn is Dragging Overall Growth Down to … 1% for 2024

SaaStr

While Zoom Enterprise is growing at a healthy clip, churn is over 3% a month for its SMB customers As a result, it’s now predicting 1% growth next year 1% pic.twitter.com/i2k2W9QbVX — Jason Be Kind Lemkin  (@jasonlk) February 27, 2023 So Zoom has just been the craziest story of all time in SaaS. It probably couldn’t last.

SMB 268
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The Top 10 Posts of 2019

Tom Tunguz

These are the top posts of 2019 with some commentary and behind the scenes notes on each. The SaaS Valuation Environment in Mid-2019 : 2019 saw the highest valuation environment for SaaS companies for the last 15 years. The most gratifying thing writing this blog is the feedback from readers who say the content is useful.

Scale 145
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5 Interesting Learnings from Squarespace at $700,000,000 in ARR

SaaStr

Billion in GMV processed, up a stunning 91% from 2019. But perhaps not that uncommon for higher-churn SMB categories. Most higher-churn SaaS companies seem to obscure, or at least, not highlight any NRR below 100%. Wix doesn’t disclose its churn, but it’s likely similar. #4.

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4 Competencies of a Successful Sales Team

Speaker: Collin Stewart, Co-Founder & Co-CEO, Predictable Revenue

In this webinar you will learn how to: Determine if your product is addressing a need within the market; Align your messaging, channels and tactics; Shape your sales strategies to reduce churn; Measure the effectiveness of your strategies in relation to your revenue; And more! October 29, 2019 11:00 AM PDT, 2:00 PM EDT, 7:00 PM BST.

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Want to Understand SaaS? If Nothing Else — Understand That It Compounds

SaaStr

It means once you get to about $2m in ARR, your business is real and solid. It isn’t going to evaporate, unless churn in massive … which it most likely isn’t once you get to this inflection point. It’s more than just recurring revenues, but it’s what recurring revenues + low churn beget. 2014 $4.1B.

SaaS 325
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5 Interesting Learnings from Expensify at $140,000,000 in ARR

SaaStr

Their tiniest customers still have higher churn, as with almost every other SaaS company. A reminder to segment churn, and be careful when looking at public company NRR rates. Growth of only 10% in 2019 to 2020 — but then exploded! but it’s growing from 9% in 2019 to 11% in 2021. Covid was a big piece of it.

Scale 321