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5 Interesting Learnings from Klaviyo at Almost $1 Billion in ARR

SaaStr

It was the only SaaS IPO on 2023. New Startups and Companies and Enterprise Strong. So the latest SaaS leader to cross $1B ARR is Klaviyo. Klaviyo dominates marketing in the Shopify ecosystem and in ecommerce, and just keeps on scaling. The only one! And at almost $1B ARR, it’s still growing a stunning 34% (!). SMB Weaker.

Scale 301
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HubSpot Co-Founder and Chairman Brian Halligan on SaaS Markets, Board Meetings, and AI’s Impact

SaaStr

.” The SaaS Market Has Turned a Corner According to Brian, who sees the market through multiple lenses as HubSpot’s Chairman and through his role at Sequoia Growth and Propeller VC, the SaaS downturn that dominated 2022-2023 ended recently. ’ The twist this time is the data is very hard for startups to acquire or accumulate.

AI 284
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Dear SaaStr: Why Are Buyers Not Ready to Spend Big on Acquisitions as Readily Today as in the Past?

SaaStr

And it also makes it harder to meet the “ask” of a startup that might want a much higher revenue multiple. — Brian Halligan (@bhalligan) December 18, 2023 There are other issues, from too much VC raised to interest rates at the margin. In 2021, they were often worth 40x revenue. When times are really good, more deals get done.

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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

Most startups play defense when discussing pricing with customers. Startups operate in newer markets where pricing standards haven’t been set. But throughout this turmoil, startups must adopt a process to craft a good pricing strategy, and re-evaluate prices periodically, at least once per year. AWS, Twilio, Heroku, etc.

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How 1,000+ B2B Startups Are — And Aren’t — Growing. The Real Data.

SaaStr

Learning #1: The Growth Reality Check – We’re Back to Pre-March 2020 Levels of Growth For Most (And That’s Actually OK) The brutal truth : Overall median growth dropped from 30% in 2023 to 25% in 2024. Yes, you read that right – a 5 percentage point decline year-over-year.

B2B 217
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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

The organizations driving AI adoption today are fundamentally different from those who adopted in 2023. Early adopters were predominantly tech companies, startups, and digital-native businesses with short decision cycles and high risk tolerance. They could implement AI tools in weeks, not months.

AI 281
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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

And the evidence is mounting that AI startups aren’t just complementing SaaS — they’re actively hunting traditional SaaS incumbents for lunch. The Billion-Dollar AI Unicorn Factory The scale of AI startup funding isn’t just impressive — it’s existential for SaaS: The AI Billion-Dollar Club: OpenAI : $8.4

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