SaaStr

JUNE 11, 2025

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. Circle trading at $85 up from $31 IPO price. At 5% rates in 2024, it generates $1.7B.

compliance 244

compliance Marketplace as a Service B2B Healthcare 244

SaaStr

OCTOBER 30, 2024

A Per Seat Model is Key to Expansion at HubSpot Long live per-seat pricing! HubSpot launched CRM at $100m ARR — which in 2024, might be late. Yet, its $36k+ ARR customers are now 28% of its base, up from 15% in 2019. And a few other interesting learnings: #6. It still works, when it works. #7. But helpful to see.

SMB 306

SMB CTO Onboarding Scale 306

SaaStr

FEBRUARY 3, 2025

On the other hand, the classic leaders in SaaS have rebounded from 2024 lows both in terms of growth and market caps. There have been so many price increases since 2021, many apps are 40% or more expensive than they were in 2021. To raise prices even more? And in Classic B2B you are raising my prices this quarter again ?

AWS 288

AWS AI Software Business 288

SaaStr

JUNE 23, 2025

months is reshaping how software gets built TL;DR: The New Dev Platform Reality In June 2025, Replit CEO Amjad Masad dropped a bombshell on X: his company had crossed $100M ARR, up from just $10M at the end of 2024. The AI Breakthrough (September 2024): Everything Changed Then came Replit Agent in September 2024.

Software Review 208

Software Review AI Technical Review Venture Capital 208

SaaStr

JUNE 28, 2025

IPOs priced so far—up 62.5% billion, a 55% increase in deal count versus Q1 2024. Aftermarket performance is exceptional : The 2024 IPO class rose over 20% from issuance through year-end, with larger IPOs (over $100 million) delivering nearly 30% returns. over the same period last year. Q1 2025 saw 59 IPOs raise $8.9

Payments 179

Payments SaaS Payments Payment Services AI 179

SaaStr

JUNE 20, 2025

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 283

AI Search Artificial Intelligence AI CTO Hire 283

SaaStr

DECEMBER 27, 2024

“It felt like we came out of the recession in Q3 of 2024,” Brian noted. So if you’re listening as a founder and you had a bad Q3 or Q4 2024 and it’s not looking good, it’s not the market.” Now it’s flashing back up.”

AI 278

AI Marketing SaaS Interviewing 278

SaaStr

NOVEMBER 5, 2024

The answer is probably Yes, if we look at the actual, hard SaaStr data from SaaStr Annual 2024: What you can see above is: As the booth gets bigger, the number, almost linearly Activations are a big deal. The price for a booth is just a small part of the overall soft and hard costs. So should you go small, or go big?

Data 268

Data Pricing Revenue Marketing 268

SaaStr

JUNE 22, 2025

. “We can see the signals,” CEO Cohen said in a May 2024 CNBC interview, describing the company’s IPO readiness. Digital health company Hinge Health’s May 2025 debut particularly stands out—the company priced at $32 per share (top of its range) and opened at $39.25, closing up 17% on its first day.

B2B 184

B2B Payments SaaS Payments Payment Services 184

Tom Tunguz

JANUARY 28, 2024

Security companies as a group average 29% expected revenue growth in 2024, compared to 23% for Data (or DaaS which stands for data-as-a-service). As a result, these businesses project higher growth rates & fetch more attractive valuations in early 2024. The fastest growing software category in the public markets is security.

Software Review 321

Software Review Software Finance Acquisition 321

Blulogix

OCTOBER 22, 2024

By BluLogix Team Complex Pricing Models: How BluLogix Simplifies UCaaS Monetization Summary: Managing complex pricing models is a major pain point for UCaaS companies. From seat-based pricing to consumption-based and hybrid models, keeping track of various offerings and ensuring transparency for customers can be challenging.

Pricing 110

Pricing B2B Payment Features Subscription 110

SaaStr

DECEMBER 8, 2024

Carta: Pre-Seed to Series A Funding is Down -9% in 2024 #5. How to Leverage Pricing and Packaging to Drive Revenue with Miro, Loom, OpenAI, and Splunk #4. 5 Interesting Learnings from Twilio at $4.5 Billion in ARR Top Videos & Podcasts: #1. How to Successfully Bring AI Products to Market at Scale with GitHubs CRO #3.

SaaS 278

SaaS AI Engineering Pricing 278

SaaStr

JANUARY 12, 2024

So a question I get a lot from folks is “How Will 2024 Be?” Second, the top public SaaS companies had a great year in their stock prices, even in growth slowed. The average public SaaS company saw it’s stock price up 40%. So for them, will 2024 be any better? Now let’s be clear. More on that here.

Sales Hiring 311

Sales Hiring Cloud Startup Pricing 311

SaaStr

JUNE 26, 2025

The Early Deflection Opportunities Smart sales leaders are identifying their “support ticket equivalents” – the routine sales interactions that could be handled by AI: Low ACV Deals at List Price : If customer has already tried on their own, they may not even want to talk to human.

AI 261

AI Sales Generative AI Pricing 261

SaaStr

DECEMBER 5, 2024

T he good news is that G2’s data shows that more people are going to be buying software in 2025 than in 2024 , with only 6% saying they are going to buy less. 81% of sales teams are either experimenting with or have fully implemented AI ( Source: *Salesforce’s July 2024 “State of Sales” Report.) The promise of AI.

AI 268

AI Software Data SaaS 268

Tom Tunguz

FEBRUARY 8, 2024

We’re entering a new pricing environment for software: AI vs non-AI. AI software companies are projected to grow 63% faster in 2024 than non-AI software companies because of customer demand. It’s only happened in the last few weeks. Recent earnings have pushed some of the most important companies to all-time highs.

Startup 315

Startup AI Software Pricing 315

SaaStr

JUNE 9, 2025

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 177

B2B Marketing Scale Benchmarks 177

SaaStr

AUGUST 9, 2024

This 2024 SaaStr Annual Sep 10-12 in SF Bay is ending up with our highest concentration of Product leaders ever. The post 50+ of The Best Chief Product Officers, VPs of Product and More at 2024 SaaStr Annual!! a subset! It will be an epic line-up for us all to learn how to build the best of the best products in SaaS and Cloud!

AI 294

AI Cloud Pricing SaaS 294

SaaStr

DECEMBER 11, 2023

We pushed through record price increases. And we saw even folks like Slack that had never done a true price increase do one for the first time. Track that metric religiously in 2024. Whatever you do, don’t Hide in NRR in 2024. 2024 Has to Be The Year of Growing It. 2024 Has to Be The Year of Growing It.

Cloud 317

Cloud Pricing Customer Success Metrics 317

SaaStr

JULY 1, 2025

Adobe deal (2022): $20B fixed price IPO potential (2025): $18-27B range + $1B breakup fee received Net outcome: +$4-8B value creation vs. Data-Driven Learning #4: The $1B Adobe Breakup Fee = 122% Revenue Growth Accelerant The Financial Impact: Adobe breakup fee: $1 billion (2023) R&D increase: 4.5x

B2B 170

B2B Benchmarks Retention Enterprise 170

FastSpring

OCTOBER 24, 2024

The post Cyber Weekend Benchmarking Data: 2024 SaaS and Software Holiday Spend Report appeared first on FastSpring. Our platform serves as an all-in-one payment platform that handles everything from payment and checkout localization, to sales and VAT tax management, to customer support for end consumers, and so much more.

Payment Solutions 158

Payment Solutions SaaS Payments Merchant Services Software Review 158

Tom Tunguz

DECEMBER 31, 2023

Here are my predictions for 2024. Record inflows into tokens fuel all-time highs in Bitcoin, Solana, & higher performance L1s who offer better price/performance to market. The fundraising market thaws, but at materially lower prices than the first half of 2022. The Fed cuts rates, which helps. 3 KnowBe4 4.6 6 Forge Rock 2.3

AI Search 240

AI Search Headcount Scale AI 240

Clouded Judgement

SEPTEMBER 13, 2024

Subscribe now 2024 Estimates Q2 earnings season is now behind us. When we compare full-year guidance for 2024 from the Q2 call versus the Q1 call (~3 months ago), you’ll see in the graph below that, for the most part, full-year guidance didn’t change significantly. Follow along to stay up to date! the guidance) changes.

Cloud 252

Cloud Forecasting Metrics Subscription 252

SaaStr

NOVEMBER 6, 2023

On top of that, inflation and price increases are eating into overall IT budgets. In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! So where does this all net out? With some big caveats.

Merchant Services 300

Merchant Services Azure Software AWS 300

SaaStr

MARCH 14, 2024

Their 2024 State of Subscription Apps Report is out , and here were my top learnings: #1. Mobile Subscription Pricing is Flat, Not Up This is interesting. I suspect it’s because of the huge friction in mobile of moving beyond organic price points like $9.99 a month to pricing, especially for the existing base. #3.

Mobile 315

Mobile Subscription Payment Features Pricing 315

TechEmpower SaaS

DECEMBER 11, 2023

Potential red flags The following issues can suggest potential risks: Lack of inquisitiveness Not discussing mobile strategies Recommending outdated technologies The firm's age (less than two years old) The company's size (fewer than 10 people) Price significantly lower than competitors Lack of maintenance planning post-launch Disinterest in learning (..)

Software Development 443

Software Development Development Software Review Software 443

SaaStr

MAY 23, 2025

Pricing Innovation: RevenueCat moved from flat fees ($120-$499/month) to a percentage of revenue model, making their tools accessible to smaller developers while scaling with larger ones. Gaming companies, productivity apps, health & fitnessevery category was going subscription-first.

Payments 274

Payments Payment Solutions Underperforming Technical Team Payment Methods 274

SaaStr

APRIL 25, 2024

We’re gearing up for 2024 SaaStrEuropa.com in London on June 4-5, which will be awesome. SaaStrAnnual.com 2024 on Sep 10-12 in SF Bay!! The post Join the CEOs of Bill, Procore, Klaviyo, Apollo, Attentive, Kong and More at 2024 SaaStr Annual!! 3,500+ of the best in SaaS and Cloud together in London! See You There!

Cloud 285

Cloud Pricing Enterprise Technology 285

SaaStr

MARCH 19, 2024

So Carta put out some recent data I found very useful on how many startups raise another round, and how many sort of quietly wind down, in the first 5 years or so after being founded (from 2018 to early 2024): Almost none IPO’d in the first 5 years, but that just makes sense. And half the Seed stage startups had shut down by Year 5.

Pricing 330

Pricing Acquisition Startup Education 330

SaaStr

MAY 1, 2025

They have to be product experts" @lennysan + @jasonlk pic.twitter.com/kWdOBxtnjz — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) May 23, 2024 Here’s a checklist to get it right: 1. Have They Sold at Your Price Point? Make sure theyve sold at a similar price point before. Would You Buy From Them?

Sales Hiring 256

Sales Hiring Scale Sales Interviewing 256

SaaStr

JULY 30, 2024

So we’re coming up fast on 2024 SaaStr Annual — Sep 10-12 in SF Bay Area in our 40+ Acre Indoor-Outdoor campus: Grab 20% OFF the final tickets here. The post Top 5 SaaStr Annual 2024 Sessions — So Far! It’s early, but we can see some trends in terms of the most popular sessions. That’s just a start!

Scale 267

Scale AI Innovation B2B 267

SaaStr

MAY 27, 2025

Four Out of Seven IPOs in 2024 Were Down Rounds And That’s Actually Normal The Surprise : Despite investor hand-wringing about “down round IPOs,” 57% of the 2024 VC-backed tech IPOs priced below their last private valuation but historically, this isn’t unusual and doesn’t predict poor performance.

Outsourcing Services 170

Outsourcing Services Venture Capital Outsourced Development Data 170

FastSpring

OCTOBER 11, 2024

If you’re selling software at the same price into both the U.S. That said, there’s a silver lining: While monthly retention in the EU and North America remained stable from 2023 to 2024, Asia’s monthly retention rate improved by approximately 3%, showing positive momentum. and EU customer data to set “one-size-fits-all” global pricing.

Merchant Services 159

Merchant Services SaaS Payments Benchmarks Subscription 159

SaaStr

JULY 4, 2025

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. Toast can charge restaurant-specific pricing. Look at Monday.com vs Asana.

169

169

SaaStr

NOVEMBER 19, 2024

Walker Research found in 2024 that the customer experience is now equal to price and product regarding key brand differentiators. “You need to make your customer success or customer service, your top priority and your core values,” Wen Yao, and VP of Customer Experience at Drata explains.

Customer Success 278

Customer Success Scaling Social Media Enterprise readiness 278

SaaStr

DECEMBER 6, 2023

SaaStr founder and CEO Jason Lemkin chats with Box CEO and Co-Founder Aaron Levie to talk about what’s new at Box, SaaS fatigue, hiring a new COO, operating margins and efficiency, the future of AI, and what to expect for 2024. Box’s Pricing Model to Maintain Efficient Growth: Box came up with a clever model.

AI 279

AI Sales Hiring Scale Artificial Intelligence 279