FastSpring

OCTOBER 24, 2024

It’s almost time again for Cyber Weekend, and November sales spikes aren’t just for holiday gifts and physical goods — SaaS and software companies also benefit from this annual increase in sales. trends in year-end SaaS and software sales data. trends in year-end SaaS and software sales data. dollars for simplicity’s sake.

Payment Solutions 158

Payment Solutions SaaS Payments Merchant Services Software Review 158

SaaStr

MARCH 11, 2022

Put differently, if you look at multiples of revenue for top SaaS and Cloud companies above from 2014-2022, you could come to one of (at least) two conclusions today: Conclusion #1: Q2’20-Q4’22 Cloud Revenue Multiples Were a Covid Anomaly. Multiples exploded when we all lived in the Cloud, quarantined in whole or in part in the Cloud.

Scale 330

Scale SaaS Cloud Pricing 330

Tom Tunguz

DECEMBER 18, 2018

Here are some predictions for 2019 and a review of my thoughts for 2018, many of which were wrong. Multiples of SaaS companies have remained at relative highs: still trading at 8x forward as of today, which is 45% above historical averages. SaaS fundraising remained strong. 1% of Salesforce’s revenue makes a unicorn.

Blockchain 208

Blockchain Technical Review Machine Learning Artificial Intelligence 208

Tom Tunguz

SEPTEMBER 16, 2019

Last week, SaaS stocks fell by about 18% on average. The chart above shows the most recent enterprise value to forward multiple for a basket of next-generation software companies. The red line is the value and the blue line is the median over the same time frame. As of Friday, the median forward multiple is 9.3x

SaaS 254

SaaS Pricing Enterprise Startup 254

SaaStock

FEBRUARY 18, 2019

We want to ensure that each and every member of our SaaS community has the chance to share their story on the SaaStock stage. It’s your opportunity to join your peers and industry thought leaders to help shape the future of the SaaS community. It’s your platform to ensure your voice is heard by our captive audience of SaaS superstars.

SaaS 40

SaaS Company Culture Innovation Branding 40

Tom Tunguz

JUNE 20, 2019

Every six months or so, I take a look at how the public markets are valuing next-generation software companies. There’s been quite a bit of volatility over the last five years, and this update is no exception. As of mid-June, the public markets value software companies at all-time highs.

SaaS 280

SaaS Enterprise Software Metrics 280

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!! The point is that SaaS multiples are still higher than where they were from 2010-2017.

SaaS 348

SaaS Azure Cloud AWS 348

Tom Tunguz

DECEMBER 12, 2021

This chart shows the median and the 75th percentile of enterprise value/forward revenue multiple for the basket of public stocks which were public at that moment in time. Correction Year. These corrections reduced valuations by between 30% and 60%. These undulations are short-lived.

SaaS 361

SaaS Cloud Enterprise Software 361

SaaStr

OCTOBER 23, 2024

Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ Going Long We’ve written before on the power of going long in SaaS. That was always the plan when BILL went public in 2019. in revenue. Are We In a Downturn?

SMB 313

SMB Payment Services Payments Payment Methods 313

SaaStr

APRIL 18, 2021

If you haven’t done a SaaS start-up before, it’s different. The reasons are many, but I think they can almost all be summed up in one key factor: SaaS compounds. What does this mean, that SaaS compounds? Success builds on success in SaaS. The post Want to Understand SaaS? Salesforce Growth: 2021 $20.8B

SaaS 332

SaaS Travel Churn Revenue 332

SaaStr

JANUARY 26, 2023

So there are a lot of rough and arm chair metrics for fundraising in SaaS in terms of valuations. For years, the standard was “about 10x” Top tier SaaS companies would tend to raise at around 10x ARR, with ones with slightly lower growth often raising at 5x. And then things just went crazy. For the best ones.

Venture Capital 67

Venture Capital AWS SaaS Startup 67

SaaStr

SEPTEMBER 9, 2022

So things got a bit broken with SaaS sales exec comp in the run-up up until 2020 … and then it got really broken in the crazy times of late 2020 and 2021. SaaS companies and fintechs and pseudo-SaaS companies could end up paying out more than the entire year’s margin in the commission check. This wrecks the unit economics.

Scale 345

Scale Venture Capital Sales Hiring Sales 345

SaaStock

JANUARY 23, 2019

Building on the success of three flagship conferences in Dublin, as well as numerous smaller conferences around Europe and US that have brought together thousands of SaaS founders, execs and investors, we’re taking this SaaS show globally, touching down on a total of 5 continents in 2019. The SaaS Ecosystem in Asia.

Scale 229

Scale Payment Features Subscription SaaS 229

SaaStr

MAY 21, 2022

Sprout Social IPO’d in Dec 2019 at an $800m market cap. The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. It IPO’d early, in a crowded space.

AWS 296

AWS SaaS Cloud Scale 296

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Acquisition multiples in SaaS/Cloud doubled last year. The post The Week in Cloud: March 17, 2019 appeared first on SaaStr. Big or small. __. A huge donation, driven by the Cloud: [link].

Cloud 208

Cloud AWS Systems Review Software Review 208

SaaStr

JUNE 29, 2021

in SaaS and enterprise deals. The number of deals is also way up, from 126 in all of 2019 to 105 just in 1H’21. Who’s writing these big checks in SaaS and enterprise? They are looking for 3x+ returns when they buy out a SaaS company. That’s up from $13.2B in all of 2020 — or up 142%.

Investment 291

Investment SaaS Acquisition Enterprise 291

SaaStr

JULY 14, 2022

What started as a simple WordPress blog in 2012 has now become the world’s largest community of SaaS executives, founders, and entrepreneurs. And SaaStr Europa brings 2,500+ SaaS execs, founders, and VCs together to Europe every summer. We were the first major SaaS event back in the SF Bay Area. SaaStr is turning 10!

Scale 313

Scale Sales Recruiting CTO Hire New CTO 313

SaaStr

JULY 5, 2019

We now produce so much content on SaaStr, we thought we’d share the Top 20 Posts of 2019, so far. Important math and SaaS sales physics here to understand. #6. Growth and Burn Rates at $1m ARR for 20+ Fast-Growing SaaS Companies. A look at what it takes to do enterprise SaaS sales at scale. #8. Just Last Year.

Sales Hiring 193

Sales Hiring Scale Venture Capital Acquisition 193

SaaStr

FEBRUARY 25, 2019

We’re looking for: CEOs and founders of SaaS companies from $2m-$200m+ in ARR. Diverse speakers from top and up-and-coming SaaS companies ( please apply!). The post Apply NOW to Speak at 2019 SaaStr Europa on 12-13 June in PARIS! 2,500 attendees. 200+ mentoring sessions. 100+ top VCs. 30+ top speakers!

Scale 44

Scale Banking B2B Scaling 44

Sales Enablement, SaaS and Growth

SEPTEMBER 17, 2019

2019 is shaping up to be another fine year for those working in and around sales enablement. The data is from a variety of trusted sources and is less than a year old, so you can feel confident citing these statistics throughout 2019. That’s why I’ve written this post.

Sales Enablement 189

Sales Enablement Sales Hiring Sales Telecommunications 189

SaaStr

DECEMBER 8, 2021

So if you haven’t noticed, public SaaS stocks have taken a big tumble recently as the market has gotten nervous about expensive SaaS and Cloud stocks. Let’s take a look at the state of the “pandemic boom” and SaaS, and we’ll see things … are varied. 2019 – $2.9B Is it inflation?

Trends 313

Trends Merchant Services SaaS Cloud 313

SaaStr

AUGUST 9, 2020

And again, Dec 31, 2018 and Dec 31, 2019. Because in SaaS, if your revenue recurs, and you have net negative churn … well, you really can see the future. The post 5 Very Good Days, and 5 Pretty Bad Days, as a SaaS CEO appeared first on SaaStr. A Good Day: Dec 31, 2009; Dec 31, 2010; Dec 31, 2011; Dec 31, 2012.

Sales Hiring 357

Sales Hiring SaaS Revenue Churn 357

SaaStr

MAY 28, 2025

Monday.com Has Achieved Rule of 40 with Room to Spare The Rule of 40 (growth rate + profit margin should exceed 40%) is a benchmark for successful SaaS companies. Few SaaS companies manage to expand both customer counts and average revenue per customer at the same time. And a Few More Interesting Learnings: 6.

Scale 173

Scale SMB Acquisition Enterprise 173

SaaStr

OCTOBER 6, 2024

This week’s Workshop Wednesday was with Loren Padelford, CRO of Slice, a $100m+ ARR vertical SaaS platform for independent pizza shops. Loren has been a SaaS SMB+ leader for years, running Shopify Plus and revenue leadership roles at Bill and Podium as well. 100% Market Share is Possible in Vertical SaaS. Aim For It.

Sales Hiring 278

Sales Hiring SMB SaaS Leadership 278

SaaStr

MAY 19, 2025

link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 The Pre-AI Stigma Is Real If you founded your SaaS company before 2023, you’re wearing the “pre-AI” label whether you like it or not. In B2B and SaaS, being considered legacy after just 3-4 years seems absurd. It’s not too late. We are early.

AI Search 187

AI Search AI ChatGPT Innovation 187

Intercom, Inc.

DECEMBER 12, 2018

To give you one example: let’s say your sweet spot is B2B SaaS companies. By using Clearbit Reveal in tandem with a messaging tool like Intercom, you can have a personalized message that shows up when someone from a B2B SaaS company hits our website (and conversely doesn’t appear for a B2C company who you believe aren’t a great fit).

Technical Review 223

Technical Review Technology Scale Marketing 223

SaaStr

NOVEMBER 22, 2019

In a world where the speed, security, and reliability of applications are foundational to their very existence, how do SaaS providers ensure these basic needs are met? developers and SaaS providers. Content Delivery Networks (CDNs) are the most common ways for SaaS providers to deal with these challenges. Speed matters.

SaaS 244

SaaS AI Search Mobile Cloud 244

SaaStr

OCTOBER 11, 2024

When Jasper launched in 2019, it started with one model. In 2019, Jasper introduced people to LLMs. Trend #3: Change Management Matters In the last paradigm shift, the end user experienced little change when moving from on-premise software to SaaS. For most SaaS software, the value and outcomes were very deterministic.

Cloud 174

Cloud AI Artificial Intelligence Healthcare 174

SaaStr

SEPTEMBER 10, 2020

Some data is already suggesting ecommerce’s boost has been huge and real, but now has reach a “new normal” that will grow at a rate more similar to 2019: We may be seeing this in mobile apps too. Bookings are your window in the near future in SaaS. The post Is the Covid Boost in Cloud and SaaS Already Over?

Cloud 288

Cloud SaaS Mobile Enterprise 288

Tom Tunguz

APRIL 1, 2019

In 2014 we saw increasing efficiencies over time, which was very exciting because it reaffirmed the efficiency of SaaS go-to-market. SaaS companies go public later. The median revenue at IPO has increased from $55m in 2006 to $200m in 2018-2019. The median revenue at IPO has increased from $55m in 2006 to $200m in 2018-2019.

Startup 279

Startup Software Review SaaS Acquisition 279

Tom Tunguz

SEPTEMBER 13, 2020

Where is the SaaS world relative to how far it can go? Assuming a $10k SaaS budget per year for those workers, we obtain a theoretical market size of about $720b annually. Gartner’s research contends aaS spending in 2019 totaled $228B. Let’s try to estimate. There are approximately 120m workers in the US.

SaaS 257

SaaS Market Research Software Startup 257

Incredo

MARCH 20, 2019

Software as a service, also known as SaaS, is a highly cost-effective software solution that offers a lot of agility for businesses. More companies are increasingly adopting SaaS solutions as they realize what a reliable option it can be for numerous business models and industries.

Trends 177

Trends Enterprise SaaS Business Model 177

SaaStr

SEPTEMBER 26, 2019

So, despite SaaS multiple and the public markets being at near record highs, we’ve seen things start to … wobble a bit overall in tech: The WeWork IPO simply failed , and the Peloton and Direct Smile IPOs were broken. One of the greatest SaaS companies of all times, but still, it turned out to be mortal. Slack is mortal.

SaaS Payments 280

SaaS Payments Sales Hiring Scale SMB 280

SaaStr

AUGUST 30, 2021

Indian SaaS hybrid super success stories. but with 3,800 of 4,300 employees in India, and customers spread across the globe — Freshworks is a great example of the future of SaaS. And that number has gone up from 78% in 2019 to 84% today. Just a visceral reminder of how things compound in SaaS.

Scale 361

Scale SMB Scaling Payment Features 361

SaaStock

FEBRUARY 14, 2019

Latin America is undergoing a digital transformation, and the SaaS community is exploding as a result. The SaaStock team will be landing in São Paulo to run the region’s first Pan-Latin American SaaS conference, SaaStock LatAm. Its focus is on businesses in Big Data, mobile, and SaaS. Talk: The State of SaaS in LatAm.

Technical Review 207

Technical Review Scale Entrepreneurship Sales Hiring 207

SaaStr

JUNE 24, 2021

So one of the quieter SaaS success stories in Sprout Social, a leader in social media management. Sprout Social IPO’d somewhat quietly at the end of 2019 at about an $815m market cap — small for a SaaS IPO. If that growth from a $815m market cap in 2019 to $4.7B It’s where you can grow into, in SaaS.

Social Media 328

Social Media SMB Cloud Scale 328

SaaStr

DECEMBER 22, 2019

The other day we put together a list of the most popular posts, videos and tweets of 2019 here. Here were the 20 top Answers of 2019: 1. If I’ve learned one thing in SaaS the last decade, it’s that if you have something good at $10m ARR, go long. Is SaaS Sales Really That Lucrative? It can seem unfair.

Venture Capital 154

Venture Capital CTO Startup SaaS 154