Remove 2020 Remove Payment Methods Remove Revenue
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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

And more importantly, revenue and user growth that is accelerating at scale. The Problem Was Real: Apple and Google’s app stores weren’t giving developers the data they needed. million seed round led by SaaStr Fund , they were already live with 100 apps and had crossed $1 million in tracked revenue.

Payments 261
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5 Interesting Learnings from Squarespace at $700,000,000 in ARR

SaaStr

Perhaps the most interesting thing is just how similar both these website-builder-plus-ecommerce companies are. It’s growing at the same rate (~30%), booming from ecommerce (+78% for Squarespace, +60% for Wix). Over $500,000 revenue per employee. Monetizing ecommerce via subscriptions, but not payment processing.

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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

They prioritize revenue growth, market share and profit maximization differently. Maximization (Revenue Growth) - maximize revenue growth in the short term. Many mid-market software companies price with the goal of revenue maximization, negotiating for the highest possible price in each sale.

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5 Interesting Learnings from Shopify at $5 Billion in ARR

SaaStr

Zoom came out of 2020-2021 with SMBs no longer growing, but a huge boost in the enterprise. Folks that wanted to go online, stayed online. But folks that didn’t really want to sell online, sort of stopped when they didn’t have to anymore. during peak Covid in Q3 2020. More on that here.

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Epic Games Versus The App Store: A Fight for Autonomy and Freedom in the Ecommerce Era

FastSpring

Note: Apple announced that it would be reducing the App Store fee from 30% to 15% for most developers starting on January 1st, 2021. For app entrepreneurs and ecommerce store owners, the battle to be noticed in the marketplace is ongoing. Epic Games wants to take control of their online sales with its own marketplace.

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

SaaStr

While its software has decent margins of 66%, software is only 10% of Toast’s total GAAP revenue. It loses money on the hardware (gross margin negative) and the payments solutions have barely a 20%+ margin and constitute the vast majority of revenue today. Mediocre margins in payments. And a few bonus notes: #6.

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5 Interesting Learnings from Shopify at $4 Billion in ARR

SaaStr

Shopify’s first quarter revenue: Q1 2021: $989 million Q1 2020: $470 million Q1 2019: $321 million Q1 2018: $214 million Q1 2017: $127 million Q1 2016: $73 million Q1 2015: $37 million Q1 2014: $19 million Q1 2013: $9 million. Cloud and ecommerce may end soon, but it hasn’t ended yet. What is Shopify’s NRR?