SaaStr

MAY 22, 2023

The best of us kept growing , albeit with elevated churn through 2010: What Really Happened to SaaS in the ’08-’09 Recession And to those of us who have been doing SaaS a long time … 2023 just feels Like it Used to Be. Revenue multiples for public SaaS companies in 2023 IMHO are still too low. It’s still growing.

SaaS 223

SaaS Churn Sales Software 223

Tom Tunguz

NOVEMBER 5, 2023

Six quarters ago, profitability became the most important factor to public software valuations. 14 public software companies have reported earnings in this quarter so far. These companies’ earnings surprise has been prodigious. Positive surprise means a better result than expected.

Software 255

Software Management Revenue Marketing 255

Tom Tunguz

NOVEMBER 12, 2023

Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders). Company RPE 2013, $k RPE 2023, $k CAGR CRM 325 375 1.4%

Software Review 268

Software Review Trends Revenue Software 268

SaaStr

JANUARY 30, 2023

I know things can be tough out there but Gartner last week still predicted enterprise software would grow 9.3% in 2023 to $4.5 I know things can be tough out there but Gartner last week still predicted enterprise software would grow 9.3% in 2023 to $4.5 to $856 Billion in 2023. But Software?

Software 267

Software Enterprise Cloud Trends 267

Tom Tunguz

SEPTEMBER 14, 2023

Last week at Saastr 2023, I had the privilege of hosting a panel with Maggie Hott , GTM leader at OpenAI, Sharon Zhou , cofounder & CEO of Lamini, & Jordan Tigani , founder & CEO of MotherDuck talking about the implications of AI for the software industry broadly. Four themes resonated throughout the session.

AI 253

AI Artificial Intelligence Technical Cofounder Education 253

SaaStr

DECEMBER 24, 2023

Rippling CEO Parker Conrad’s Theory of the Compound Startup: Disrupting How We Think About Software #5. Why You’re Unfundable in 2023: The Cold, Hard Truths About SaaS with SaaStr CEO Jason Lemkin #6. What the Future of SaaS Holds for 2024 with David Sacks, Founder & General Partner, Craft Ventures #4.

Acquisition 200

Acquisition Education Startup Scaling 200

SaaStr

JANUARY 18, 2024

spend in software spend in 2024 to over $1 Trillion. growth in 2024, basically flat with 2023. To over $1 Trillion in software spend worldwide — for the first time ever. The post Gartner: 2024 Will be Tougher Than We Thought, But We’ll Still Cross $1 Trillion in Software Spend appeared first on SaaStr.

Software 270

Software 270

Tom Tunguz

JULY 4, 2023

In the past two months, high-flying software companies have seen 40-112% increases in valuation. In August of last year, public markets switched from valuing SaaS companies primarily on growth to primarily on profitability. I wondered if the public markets have begun to change the way they value these businesses.

Software 183

Software Marketing AI Metrics 183

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. Overall, given the trends we’re seeing, I expect cloud growth rates to fall into the 18-22% range for 2023, about of the growth rate of a year ago. Yesterday, Google & Amazon announced earnings which completes the picture.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 257

SaaStr

SEPTEMBER 20, 2023

The Macro Impact On Public Cloud Software Over The Past Year Cloud stocks dropped in 2022 in a severe market pullback event that Bessemer Venture Partners call The SaaSacre. While 2022 was a gloomy year, the skies are parting in 2023. In 2021, the average multiple was 34x, decreasing to 30x in 2022, and 26x in 2023.

Cloud 223

Cloud Payments Software Review Payment Solutions 223

FastSpring

OCTOBER 25, 2023

Q4 sales numbers usually outperform the rest of the year thanks to year-end holidays and their associated shopping cycles — but how much does that trend carry over into software and SaaS sales? We’ve analyzed aggregate sales data to give you insights into just how important Q4 can be for your software, SaaS, or other digital goods business.

SaaS Payments 135

SaaS Payments Payment Solutions Software Review Merchant Services 135

SaaStr

AUGUST 27, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: The Irreplaceable But Toxic Employee SaaStr Annual 2023 Will Return Sept 6-8, 2023, SF Bay Area The Official Guide to SaaStr Annual 2023 Parties and Side Events! From 2 Weeks of Runway to a $1.5B appeared first on SaaStr.

Startup 197

Startup Scaling Metrics SaaS 197

FastSpring

NOVEMBER 8, 2023

Situated in Parque das Nações, Feira Internacional de Lisboa and Altice arena are the homes for Web Summit 2023 in Lisbon. Head over to the registration page to grab your ticket to get access to incredible speakers, unparalleled networking opportunities and proprietary software that will maximize your experience even more!

Merchant Services 138

Merchant Services Payment Methods Payment Solutions Payment Services 138

SaaStr

NOVEMBER 6, 2023

If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday , things are pretty, pretty good, if in some ways still harder than before. If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. So where does this all net out?

Merchant Services 243

Merchant Services Azure Software AWS 243

SaaStr

MAY 1, 2023

UiPath has had an incredible history, taking 10 years to get to that first $1m in ARR … and then turning into one of the fastest growing software companies to $1 Billion in ARR ever ! Today, Dines’ vision is to make software robots , powered by computer vision and AI, as common as PCs in the workplace. seed round 2015: $1m rev.

Company Culture 232

Company Culture AI Innovation Enterprise 232

SaaStr

FEBRUARY 23, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. is a software training company that focuses on helping end users and companies be more productive. Join these incredible companies to experience all the value of SaaStr!

Payment Services 208

Payment Services Merchant Services Payments Embedded Payments 208

SaaStr

SEPTEMBER 3, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: The Next Great SaaS IPO is Officially Coming: Klaviyo The Official Guide to SaaStr Annual 2023 Parties and Side Events!! UPDATED Tons of Great New Things at 2023 SaaStr Annual! At the Top SaaS Companies, Founder-CEOs Own ~15% at IPO.

AI 194

AI Startup Scaling SaaS 194

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023.

Azure 225

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 225

Tom Tunguz

MAY 3, 2023

The P&L differs from a classic software company. Investment in web3 companies will fall by at least 60% year-over-year in 2023. What other business suffered a loss of 80% of revenue & went from burning $2b per quarter to producing more than a hundred million in profit? So does the corporate structure. Net Revenue, $m 251.6

Software 215

Software Trends Revenue Investment 215

SaaStr

JULY 14, 2023

Q: How Do You Think The Founder Playbook Has Changed For Bootstrapped Founders In 2023? “The In 2023, those people just want to work for a good CEO in a good company that pays well and get rid of the overfunded unicorn stress. Q: When Should You Reduce Non-Recurring Professional Services From A Software Company?

Sales Hiring 219

Sales Hiring Scale Customer Success SaaS 219

SaaStr

APRIL 13, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. DemandScience is a leader in global buyer intelligence, accelerating demand generation for the world’s largest software, technology and B2B companies.

Scale 183

Scale Compensation B2B Innovation 183

Totango

JANUARY 3, 2024

Allow us to reintroduce ourselves Totango is customer success software businesses can’t outgrow, providing unlimited scalability and unmatched time to value to help cross-functional enterprise teams drive productivity , retention , and expansion. We were also named “Best Customer Success Tool” by the Customer Success Collective !

Software Review 111

Software Review Scale Customer Success Innovation 111

FastSpring

NOVEMBER 9, 2023

Head over to the registration page to grab your ticket to get access to incredible speakers, unparalleled networking opportunities and proprietary software that will maximize your experience even more! The post Join FastSpring at SaaS North 2023! Where to Get Tickets Still need tickets? appeared first on FastSpring.

Merchant Services 126

Merchant Services SaaS Payments Payment Methods Payment Services 126

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 204

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 204

User Pilot

JULY 18, 2023

It takes a fair bit of effort and time to keep up with the constant innovation in the product management software space. Fear not though, as our product management software guide will give you insights into some of the best-in-class applications that will boost your team performance and help you build successful products!

Software Review 98

Software Review Software Management Azure 98

SaaStr

DECEMBER 1, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The world runs on software, which is why companies of all sizes—from startups to Fortune 500s—use Tropic to buy software, manage contracts, and guarantee savings.

Merchant Services 217

Merchant Services Payment Solutions SaaS Payments Payments 217

SaaStr

FEBRUARY 16, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Our mission at Vanta is to be a layer of trust on top of cloud services, to secure the internet, increase trust in software companies, and keep consumer data safe.

Cybersecurity 213

Cybersecurity Venture Capital compliance Government 213

SaaStr

MARCH 30, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! The post Thanks to PSG Equity, Rapid, Vertice, and Vitally for Sponsoring SaaStr Europa 2023! At SaaStr, our partners are an integral part of our events. Grab tickets here.

Outsourced Development 188

Outsourced Development Acquisition Pricing B2B 188

SaaStr

FEBRUARY 7, 2023

The post Braindates Are Open for SaaStr APAC 2023! with Aashish Krishna Kumar, Head of GTM at Togai Sales Enablement 2.0 – Elevate Rep Performance with Divanshu Goyal, Sales at GTM Buddy Common scaling pains for SaaS businesses and how to overcome them. Happy Brain-dating! See you at SaaStr APAC. appeared first on SaaStr.

VP of Engineering 218

VP of Engineering Technical Cofounder Outsourcing Services CTO Coach 218

SaaStr

JANUARY 19, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Our software is used by hundreds of companies, including nearly 200 publicly traded organizations and industry leaders such as GE Digital, SAP Concur, and Box.

Sales Hiring 194

Sales Hiring Scale Cloud Churn 194

SaaStr

NOVEMBER 24, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Today, Cledara brings visibility and control to all your software subscriptions, helping you reduce software costs by 30% and save +20h a month on finance admin.

Merchant Services 177

Merchant Services Cybersecurity compliance Finance 177

SaaStr

FEBRUARY 9, 2023

In February 2023, we’re heading to Singapore for our first APAC event and we wanted to give a special shout-out to some of the companies that will be there with us! We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! At SaaStr, our partners are an integral part of our events.

Payment Methods 182

Payment Methods Payments Payment Solutions Education 182

SaaStr

JUNE 22, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The post Thanks to Mercury, Rattle, Remote, Trustero, and Vention for Sponsoring SaaStr Annual 2023! Join these incredible companies to experience all the value of SaaStr!

Scale 175

Scale Banking compliance Forecasting 175

Dubb

DECEMBER 14, 2023

Video email software is an asset for sales and marketing professionals alike. Whether you are the CMO of a Fortune 500 company or a solopreneur that is just getting your business off the ground, you can be confident in the power of video email software.

Software 52

Software Marketing Sales Business 52

TurnKey Labs

MAY 1, 2023

When it comes to software development trends, it always pays for tech startups and high growth companies to be one step ahead so they can proactively leverage these trends to their advantage. Here are the Top 20 software development trends we expect to impact tech companies the most in 2023: #1.

Software Development 52

Software Development Trends Development Software 52