Remove 2020 Remove Revenue Remove SaaS Payments
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

But throughout this turmoil, startups must adopt a process to craft a good pricing strategy, and re-evaluate prices periodically, at least once per year. They prioritize revenue growth, market share and profit maximization differently. Maximization (Revenue Growth) - maximize revenue growth in the short term.

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Adding Payments and Fintech to SaaS Can Be Great. But You Gotta Watch the Margins.

SaaStr

So in the Boom Times of later 2020 and 2021, almost every VC pushed SaaS companies to at least become a little bit of a fintech. It seemed such an easy way to bolt on more revenue to an underlying SaaS platform. Shopify now gets 2x the revenue from payments and merchant services than it does from SaaS subcriptions.

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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

When COVID-19 decimated business travel in 2020, Navan could have become another casualty. Instead, the company pivoted aggressively into expense management and payments, expanding beyond its travel roots. valuation, paused roadshow but still targeting 2025) Potential Candidates: Stripe (payments processing, $91.5B

B2B 184
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5 Interesting Learnings from Squarespace at $700,000,000 in ARR

SaaStr

Over $500,000 revenue per employee. As a result, it’s quite profitable, with $150m in free cash flow in 2020. #2. Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. Billion in GMV processed, up a stunning 91% from 2019. 85% NRR.

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5 Interesting Learnings from Shopify at $5 Billion in ARR

SaaStr

Few SaaS leaders have gone through more post-pandemic change than Shopify and Zoom. Zoom came out of 2020-2021 with SMBs no longer growing, but a huge boost in the enterprise. SaaS growth slowed to 10% year-over-year, down from a peak overall growth of almost 100% (!) during peak Covid in Q3 2020. More on that here.

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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. The Covid Boost for SaaS. But likely it’s below 100% excluding payments.

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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. in the same three year span, with a 3x jump between 2019 and 2020. Larger enterprise contracts imply longer contract terms and larger pre-payments, boosting these figures.