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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? ARR now really means revenue with 100%+ Net Revenue Retention. 50% revenue from software (recurring), 50% from payments (not-recurring). .

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Gas Gas Revolution

Tom Tunguz

In 2021, Amazon announced they had reduced prices on Amazon Web Services 107 times since launch. This drop in prices has grown AWS into a $90b revenue business in 17 years. In 2021, at the peak, the average quarterly gas fee on Ethereum reached about $37. The cost to save data to a blockchain is called gas. for Arbitrum.

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5 Interesting Learnings from Canva at Almost $2 Billion in ARR

SaaStr

Canva: – Almost $2B ARR – Growing 40%+ – Profitable And … 4,000 employees That's about $500k in revenue per employee That's where software really makes money — Jason ✨Be Kind✨ Lemkin  ?? 4,000 Employees, So About $500,000 in Revenue Per Employee That’s very efficient.

AWS 254
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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But it’s raining cash, and earnings per share is growing 22% — faster than revenue. ARPU was up +28% from 2022 over 2021, and another 6% the past 12 months on top of that. Or at least. Or at least.

Scale 227
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5 Interesting Learnings from Semrush at $290,000,000 in ARR

SaaStr

So there was a quiet SaaS IPO you may have missed in the craziness of 2021 — SEMRush, a tool your marketing department quite likely uses to keep track of the performance of your SEO and marketing site. 53% of Revenue is Outside U.S. 2022 Growth Was Down from 2021, But Almost the Same as 2020. 5 Interesting Learnings: #1.

Scale 195
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Alteryx, ZoomInfo Have Blow Out Quarters. Datadog grows 74% at $2B in ARR. Ping Identify Acquired for $2.8 Billion. Don’t Call it a Downturn.

SaaStr

And inflation is awful. Exceeding expectations again, and importantly, also raising guidance in revenues for the full year. #3. Not a crazy 2021 multiple. I’m not saying things aren’t very, very different than 2021. If 2021 was the Best of Times for SaaS, right now is still pretty close.

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The Top 10 SaaStr Posts of 2020

SaaStr

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. Atlassian and AWS, two of the greats, may hold a clue: Atlassian and AWS Say: “Maybe Worry a Little Bit” 4. “A Framework For Your First SaaS Sales Comp Plan” A SaaStr Classic, still going strong in 2020. Even If It Isn’t Revenue.”