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

SaaStr

You pay a subscription for websites to help you sell stuff. But as Shopify scaled, its revenue as a percent of commerce on its sites — “Merchant Solutions” — began to eclipse its recurring SaaS revenues. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions.

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5 Interesting Learnings from Rubrik at $784,000,000 in ARR

SaaStr

So it’s been a long IPO drought since HashiCorp was the last IPO of the Boom Times in December 2021. But they are ar $780,000,000+ in ARR, with an 86 NPS and strong revenue growth at 29% overall and 49% in subscriptions (yes, it’s confusing). New Customers Still Growing 22% at Scale. 500m+ ARR, with ~50% growth?

Scale 235
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Check out the exclusive offers from our SaaStr Scale Sponsors

SaaStr

It is time for SaaStr Scale and some of our sponsors are offering incredible deals and prizes for all Scale Attendees. At Gainsight, we are helping product leaders from companies of all sizes turbocharge their 2021 product strategy. . Take advantage of a free 14-day trial special for SaaStr Scale attendees.

Scaling 153
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HubSpot: “Yes, We Had a Great Quarter. But … To Be Clear … Things Aren’t Bouncing Back Yet”

SaaStr

We did a recent Workshop Wednesday with the CEO of RevenueCat, which manages the mobile subscriptions for over 10,000 paying mobile apps — 30% of all U.S. mobile subscriptions. That’s a lot of apps. But 2023? It came roaring back.

B2C 225
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The Ultimate Gartner Report to Driving Growth & Recurring Revenue

In 2023, companies are looking to improve their revenue and drive sustainable growth by scaling their subscription offerings, to increase the rate of growth and resilience by moving from one-time sales to recurring revenue. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S.

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5 Interesting Learnings from Freshworks at $400,000,000 in ARR

SaaStr

But even with SMBs, it’s the bigger ones that are driving growth at scale — 50% of ARR is now from customers with more than 250 employees. Going a smidge upmarket is key to Freshworks’ putting up the big numbers at scale. #2. From 10,000 customers in 2015 to 50,000 in 2021. NRR of 118%.

Scale 356
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Top 10 Customer Success Takeaways from SaaStr Annual 2021

ChurnZero

Last week we had the much anticipated opportunity to sponsor, attend, and speak at the in-person 2021 SaaStr Annual conference. Are your compensation plans setting your business up for longer-term success or subscription contraction? David Carnes (@davidpcarnes3) September 27, 2021. Intercom (@intercom) September 29, 2021.