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5 More Interesting Learnings From HubSpot at $2.4 Billion in ARR

SaaStr

So we’ve covered HubSpot more than any other SaaS leader on this 5 Interesting Learnings series, in part because so many of us use HubSpot ourselves, and in part because its metrics and use cases are so like many of the apps we build and sell ourselves. Yet, its $36k+ ARR customers are now 28% of its base, up from 15% in 2019.

SMB 312
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SaaStr on 20VC This Week: Why 40% Cloud Adoption Marks the End of Easy Growth. And Why the AI Budget War is Just Getting Started

SaaStr

This isn’t just a statistic—it’s a fundamental shift that explains why your growth metrics don’t look like they did in 2019. Those that continue to chase growth strategies from 2019 will find themselves fighting an increasingly difficult battle. Think about Zoom as the perfect example.

AI 255
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UIPath S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

in the same three year span, with a 3x jump between 2019 and 2020. UIPath’s metrics rank it as one of the fastest growing and capital efficient businesses today. Though it may seem that the growth was simply executing a constant gameplan, the underlying data suggests a significant shift in strategy.

Metrics 359
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There is No Such Thing as Series A Metrics

Tom Tunguz

In There’s No Such Thing as Series A Metrics , Charles Hudson explains that there is no magic milestone to raise a Series A. The $1m ARR figure used to hold in 2018 & early 2019. The second reason for a lack of consistent metrics for Series A has to do with perturbations in purchasing behavior.

Metrics 297
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Benchmarking Amplitude's S-1: How 7 Key Metrics Stack Up

Tom Tunguz

The company spent $47m in 2019 on sales and marketing, and $52m in 2020, an increase of $3m or 6%, while growing revenues 49%. Amplitude offers three key products: analytics for measuring user behavior, experiment for testing new user flows, and recommendation which optimizes content for different user segments. Revenue, $M. Gross Margin.

Metrics 294
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SaaStr’s Most Respected Leaders Awards 2019: The Top Five

SaaStr

Meet SaaStr’s Most Respected Leaders of 2019. Our most popular CEO, COO’s and Presidents that spoke at SaaStr Annual 2019. About Claire Hughes Johnson… Sitting at number two on the list, Claire was the most steadily popular across all our metrics. Curious how we came up with this list? Claire Hughes Johnson Stripe COO.

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

Tom Tunguz

The breadth of the solution is hard to convey, unless you visit the features page ; when printed it’s more than 100 pages long. If that’s not a suite… Founded ten years ago, the company has scaled rapidly selling their software management suite to small and large companies alike. Revenue, $M. Revenue Growth. -. Gross Margin.

Metrics 315