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How Much Should Quotas Increase Next Year?

Tom Tunguz

AI Efficiency Gains +2% Headcount Reduction ? Second, many software companies raise prices faster than inflation to achieve NDR of 120% already, so the inflation may be already accounted for in plan that way or through the Gartner estimate. Factor Delta in 2024 Software Spending +15% Inflation +3.7%

Headcount 176
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What to Do If You’re An NRR Zombie

SaaStr

It’s a SaaS startup that basically fell out of product-market fit after the 2021 boom … but has enough revenue and high enough NRR to keep going. They did layoffs and froze headcount. They raised prices. And I’m highlighting so if it’s you — you can get a bit of a kick in the arse and go do something about it. What’s that?

Headcount 217
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5 Interesting Learnings from HubSpot at $2 Billion in ARR

SaaStr

And while that growth level is a bit off the crazy pace of 2021 , it’s still mighty impressive in the current macro environment. Pricing is up a modest but material 6% on a constant currency basis, and 3% on an as-reported basis, from a year ago. #3. And what’s the latest? Including HubSpot. #4.

Scale 248
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2024 Predictions

Tom Tunguz

Record inflows into tokens fuel all-time highs in Bitcoin, Solana, & higher performance L1s who offer better price/performance to market. US VC investment falls from $275b in 2022 to $200b in 2023 & sustains at about $200-220b in 2024 as LP interest in venture attenuates after the euphoria in 2020 & 2021. 3 KnowBe4 4.6

AI Search 219
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5 Interesting Learnings from Weave at $130,000,000 in ARR

SaaStr

It IPO’d in November 2021 and today is doing $130m ARR, growing a respectable 30% year-over-year. A fairly standard SMB price point. Fairly low revenue per headcount, although being headquartered in Utah with a large presence in India does seem to bring costs down. #7. No matter how it may have seemed in 2021.

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How much do SaaS companies spend on CS?

ChurnZero

Most company budgets that earmark dollars for customer success intend for it to go towards headcount. ChurnZero refers to that portion of the budget as the “non-headcount budget.” The central bank continued its fight against price inflation and raised overnight interest rates several times. of revenue. of revenue. of revenue.

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Large customer revenue contribution increased again sequentially to 63% of revenue, up from 57% in the fourth quarter last year.

Cloud 220