Remove 2025 Remove Business Model Remove compliance
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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

We analyzed every major public SaaS company’s YTD performance through just about the end of the first half of 2025. TL;DR: The SaaS market has clearly bifurcated in 2025. The results may change how you think about building software. AI-native + mission-critical = strong performance (Palantir +165%, ServiceNow +12%).

B2B
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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
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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. The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015. Compliance debt is real debt.

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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. Vibe coding becomes new standard for majority of business application development. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.

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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

Software companies are increasingly integrating payments as a core component of their business models rather than treating them as ancillary features. Takeaway #2: Inflation and surcharging compliance Ella highlighted the rising importance of surcharging as a response to inflation and escalating operational costs.

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024.

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Most companies think they’re ready for usage-based billing. Until it’s too late

Blulogix

It’s a business model transformation that spans your entire quote-to-cash process. But when it’s time Read More » June 9, 2025 Blog Plan, Bill, Optimize: Why ITFM and Chargeback Work Better Together In public sector IT, there’s a clear divide between two critical financial functions: planning and billing.