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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

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

SaaStr

— Jason BeKind Lemkin (@jasonlk) April 16, 2021. Perhaps the most interesting thing is just how similar both these website-builder-plus-ecommerce companies are. It’s growing at the same rate (~30%), booming from ecommerce (+78% for Squarespace, +60% for Wix). 70% annual, 30% monthly subscriptions.

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5 Interesting Learnings from Shopify at $5 Billion in ARR

SaaStr

Zoom came out of 2020-2021 with SMBs no longer growing, but a huge boost in the enterprise. Folks that wanted to go online, stayed online. But folks that didn’t really want to sell online, sort of stopped when they didn’t have to anymore. More on that here. 5 Interesting Learnings: #1. Or quite get right.

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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). . 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. In 2021+, Yes. 220m in ARR, $13B market cap. Call it ARR.

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Epic Games Versus The App Store: A Fight for Autonomy and Freedom in the Ecommerce Era

FastSpring

Note: Apple announced that it would be reducing the App Store fee from 30% to 15% for most developers starting on January 1st, 2021. For app entrepreneurs and ecommerce store owners, the battle to be noticed in the marketplace is ongoing. Epic Games wants to take control of their online sales with its own marketplace.

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5 Interesting Learnings from Toast at $500m in ARR, and a $3B Total Run Rate

SaaStr

— Ari Levy (@levynews) September 22, 2021. It loses money on the hardware (gross margin negative) and the payments solutions have barely a 20%+ margin and constitute the vast majority of revenue today. Mediocre margins in payments. But Toast sure doesn’t make that much money on payments yet.

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How SEPA Direct Debit Payments Help Software Businesses Reach European Buyers

FastSpring

If you sell software internationally, you know how difficult handling cross-border payments can be. From making sure you display the right currencies for each region to supporting your customers’ preferred payment methods, global commerce can come with its fair share of challenges. Table of Contents. What is SEPA Direct Debit?