Remove 2024 Remove compliance Remove Pricing
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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

The Numbers Tell the Story: Monday.com Q1 2025 : 30% growth, $282M revenue Asana 2024 : Single-digit growth, struggling with churn Mostly Same Product Category, Mostly Different Customers Both companies build “work management” software. Try replacing Samsara when it’s monitoring your entire fleet for DOT compliance.

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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

in revenue in 2024, with 99% coming from interest income on USDC reserves. The B2B / SaaS Parallel : Many SaaS companies build their entire business on one pricing model, one customer segment, or one distribution channel. Compliance debt is real debt. Circle trading at $85 up from $31 IPO price.

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The Early Days: 5 Things Vanta Got Right, And 5 It Got Wrong, Getting to First $10m ARR

SaaStr

5 Things Vanta Got Right and 5 They Got Wrong getting to the first $10m ARR When Christina Cacioppo co-founded Vanta in 2017, security compliance was an afterthought for most startups. billion with over 8,000 customers worldwide, having fundamentally transformed how companies think about trust and compliance. A color-coded spreadsheet.

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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters. This isn’t coincidence. This is category emergence at unprecedented velocity.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

as of April 2025, the growth trajectory has flattened since late 2024. Moving from AI pilots to production-grade implementations requires solving hard technical problems around data pipelines, security, compliance, and workflow integration. Price pressure is coming. While overall AI penetration among U.S.

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

SaaStr

Prey Reality The AI Funding Explosion That Should Terrify SaaS Leaders Let’s start with the brutal math that should keep every SaaS CEO awake at night: $100 billion in venture capital went to AI startups in 2024 — an 80% increase from 2023 SaaS companies raised only $4.7 billion (two $6B rounds in 2024 alone) Sierra (Bret Taylor): $4.5

AI Search 289
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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

The Numbers Don’t Lie: We’re in a Different Market Let’s start with the headline grabber: Circle’s 247% gain from IPO price to current trading levels. The company that filed at $24-26 per share and priced at $31 is now trading at levels that would make even the most seasoned growth investor do a double-take.

B2B 184