article thumbnail

SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2025 , down from $2.33

Cloud 236
article thumbnail

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

SaaStr

After years of drought, 2025 has delivered a scorching hot public market for tech companies so far, with some eye-popping returns that should have every SaaS founder and investor paying attention. The IPO window isn’t just cracked open—it’s wide open. The most recent five IPOs are averaging 121.5%

B2B 184
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

We’re Back. Q1 Was a Record for Tech Acquisitions in Dollars. But Deal Count? It’s Doubled But Isn’t Close to 2021.

SaaStr

So Bloomberg and CB Insights have the latest data out on start-ups getting acquired, and 2025 is off to a record start : Wiz’s record $32 Billion acquisition by Google pushes the dollar value to a record, but you may have also missed there were 11 VC-backed $1B+ exits already in 2025, worth $54.5

article thumbnail

How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025.

Payments 270
article thumbnail

The 250,000 Customer Club: How HubSpot and Monday.com Both Created SMB+ Empires

SaaStr

HubSpot has achieved jaw-droppinggrowth with a 29% revenue CAGR from Q1 2019 to Q1 2025, growing from $152M to $714M quarterly revenue. Monday.com consistently invests in marketing, with sales and marketing representing 48% of revenue in Q1 2025. The new customer count just keeps on growing. in cash with a 19% free cash flow margin.

SMB 268
article thumbnail

Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

Billion PostgreSQL Battle for AI Agent Supremacy Brief Overview : Two data giants are making strategic moves to dominate the AI agent infrastructure market through major PostgreSQL acquisitions. This acquisition builds on previous AI investments, including the 2023 purchase of Neeva, a generative AI search startup. Databricks: The $1.25

article thumbnail

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

SaaStr

✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. pic.twitter.com/Qpxm4V42k7 — Yano 🟪 (@JasonYanowitz) June 5, 2025 And a few more interesting learnings: 6. But there are still lessons to learn, and it’s great to see the IPO markets truly re-opened: $2.3