Remove 2021 Remove Churn Remove Payments
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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. – RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai

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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

The Numbers Tell the Story: Monday.com Q1 2025 : 30% growth, $282M revenue Asana 2024 : Single-digit growth, struggling with churn Mostly Same Product Category, Mostly Different Customers Both companies build “work management” software. These are companies buying their first real software platform.

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Olo vs Toast: $2B vs $25B – The Strategic Tale of Two Tech Giants

SaaStr

larger revenue base by 2025. larger revenue base by 2025. Free Cash Flow: Nearly break-even (partner payment timing impact) Toast: The Growth Juggernaut Q4 2024 Metrics: Revenue: $1.34B (+29% YoY) ARR: $1.6B (+34% YoY) Operating Income: $32M (2.4% Sometimes the bigger market wins, even with lower initial margins.

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

SaaStr

— Jason BeKind Lemkin (@jasonlk) April 16, 2021. Over $500,000 revenue per employee. Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. Rather, it charges for software subscriptions to take payments on its websites.

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5 Interesting Learnings From Bill at $1.4 Billion in ARR

SaaStr

Only 20% of Revenue from “SaaS”, 80% From Transactions and Float (Fintech) Bill started off 100% SaaS, and slowly and deliberately added payments. Fast forward to today, and only 20% of its revenue is from software subscriptions. But both are still at their core software platforms. At least at scale. #2.

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5 Interesting Learnings from Bill.com at $220,000,000 in ARR

SaaStr

. — Jason BeKind Lemkin (@jasonlk) April 21, 2021. automating the back office and payments and billing for SMBs), and doing it with 120%+ NRR. We run a lot of SaaStr on Bill.com and have for years, and won’t churn. Transaction fees (on payments) are now half of revenue and are the key to scaling.

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The Monthly Recurring Revenue Guide for 2021

Chart Mogul

Answering the most common and most pressing questions about MRR to guide your 2021 planning. Monthly recurring revenue is one of the least exciting topics to take on in 2020. MRR stands for Monthly recurring revenue. It measures the total repeatable revenue your company generates each month. It is simple (to calculate).

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