Remove 2021 Remove Payment Features Remove Payment Services
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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

” They’re digitizing their core business operations for the first time. The “productivity software” that seemed essential in 2021 is now getting cut. Try replacing Samsara when it’s monitoring your entire fleet for DOT compliance. At Least Right Now.

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M&A Is Back! Melio’s $2.5B Exit to Xero — In Just 7 Years!

SaaStr

to dominate US SMB payments. Key Metrics at a Glance Exit Valuation : $2.5B (down from $4B peak in 2021) Revenue Multiple : 13.4x Key Metrics at a Glance Exit Valuation : $2.5B (down from $4B peak in 2021) Revenue Multiple : 13.4x Takeaway : Don’t just digitize a process—eliminate the friction entirely.

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

SaaStr

50% revenue from software (recurring), 50% from payments (not-recurring). . And half from fees on transactions it processes: Is this all really ARR? You pay a subscription for websites to help you sell stuff. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions.

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

SaaStr

— Jason BeKind Lemkin (@jasonlk) April 16, 2021. Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. But in contrast to Wix and Shopify, it doesn’t keep much of the revenue from merchant services itself. founderpower.

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Digital Payments: 12 Digital Payment Options to Consider Accepting in Your Business

Stax

We can hail a ride from a mobile app, and our transactions for all sorts of goods and services can be easily paid for from our phones. Physical wallets are phasing out, left behind in favor of digital wallets and other digital payment options. In 2019, 77% of US consumers were using at least one type of digital payment system.

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

SaaStr

Every IPO other than Sailpoint is trading up, and we’ve got a jolt of momentum here for the first time since … well … 2021. Instead, the company pivoted aggressively into expense management and payments, expanding beyond its travel roots. The IPO market has been … on fire in 2025. No “classic” B2B leader has IPO’d yet in this wave.

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5 Interesting Learnings from Square, er Block, at $16B in Net Revenue

SaaStr

The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. Its software and services business is the one with the real operating margins. Square is still a high-margin software company at its core with a large but low-margin payments business on top. businesses. #4.

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