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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
New research from Professor Ilya Strebulaev at Stanford University Graduate School of Business reveals a dramatic shift in how unicorns exit. For founders : Don’t time your exit strategy around IPO market cycles. Moveworks → ServiceNow (2025): $2.85B Weights & Biases → CoreWeave (2025): $1.7B
and strong unit economics … Figma’s IPO filing also reveals fascinating insights about the future of software creation, team collaboration, and platform business models. The Developer Invasion: 30% of Users Write Code Perhaps most surprising: developers represent ~30% of Figma’s user base during Q1 2025.
ICONIQ’s latest report, surveying 205 GTM executives in April 2025 , reveals a market splitting in two: AI-forward companies pulling dramatically ahead while traditional SaaS companies struggle with flat growth, longer sales cycles, and declining conversion rates.
Speaker: Jay Allardyce, Deepak Vittal, Terrence Sheflin, and Mahyar Ghasemali
As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Our esteemed speakers will discuss the emerging trends shaping the future of product management and business intelligence.
HubSpot has achieved jaw-droppinggrowth with a 29% revenue CAGR from Q1 2019 to Q1 2025, growing from $152M to $714M quarterly revenue. Originally an internal tool at Wix.com in 2010, Monday.com (initially called DaPulse) has blossomed into a platform that lets companies build custom workflows for virtually any business process.
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.
At SaaStr Workshop Wednesday live , Ethan Kurzwiel, previously partner at Bessemer Venture Partners and now founding partner at Chemistry VC, took us through a deep dive of exactly where Series A funding is right now in 2025. And sign up for the next FREE Workshop Wednesday here.
At SaaStr + AI Summit 2025, Jason Lemkin and Kyle Norton CRO of $1B+ vertical SaaS leader Owner (where Jason is on the board) did a deep dive on AI in Sales today. The performance distribution in sales teams will become dramatically wider, forcing tough talent strategy decisions. This creates a talent strategy challenge.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical integration, misaligned expectations, and lack of preparedness.
Jean Dwit (Chief Business Officer at Stripe) and Lindsay Scrace (COO at Checker) have done it multiple times at companies like Google Cloud, Stripe, and Checker. You’re winning true enterprise workloads, not just “fins” (side projects or experimental business lines that don’t represent real adoption).
SaaStr Who Do You Want to Meet Brand new for 2025, were launching the SaaStr Who Do You Want to Meet AI-powered networking program. If you’ve got your ticket for SaaStr 2025, youll receive a separate email from SaaStrs New Who Do You Want to Meet Program with specific instructions.
SaaStr Annual + AI Summit 2025 is just around the corner , taking place at the San Mateo County Event Center from May 13-15, 2025. The session explores how Anthropic’s Claude and other foundation models are being implemented by leading SaaS companies, with real-world applications and strategies.
So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. Why This Matters : Your procurement strategy needs to flip based on use case. ” Bottom Line : One AI strategy doesn’t fit all—segment by user, not by technology.
✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 These are venture capital fever dream numbers. AI is incredible at writing code.
Sessions typically focus on real metrics, strategies, and lessons learned, not theoretical concepts. Speakers share their playbooks on everything from achieving product-market fit to optimizing CAC:LTV ratios and scaling go-to-market strategies. Many vendors offer special event pricing or extended trials, creating additional value.
This isn’t your typical “here’s what public companies are doing” report – this is real data from real private companies dealing with real challenges in 2025. Learning #4: The Equity vs. Bootstrap Reality – Paying for Growth Has Hidden Costs The data reveals a fascinating paradox in B2B funding strategies.
The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4% year-over-year.
The IPO market has been … on fire in 2025. When COVID-19 decimated business travel in 2020, Navan could have become another casualty. The strategy paid off: Navan now serves over 11,000 businesses globally, including household names like Zoom, Lyft, Shopify, and Heineken. But we may have our first.
✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. The B2B / SaaS Parallel : Many SaaS companies build their entire business on one pricing model, one customer segment, or one distribution channel. in revenue in 2024, with 99% coming from interest income on USDC reserves.
While OpenAI dominates headlines with ChatGPT’s viral success, Anthropic has quietly built a business that’s already 40% the size of OpenAI’s revenue, despite having a fraction of the consumer awareness. Valuation comparison (2025): OpenAI : $300B valuation / $10B revenue = 30x multiple Anthropic : $61.5B
Run your most critical, AI-powered apps on pic.twitter.com/M6tdOd2uQV — sridhar (@RamaswmySridhar) June 2, 2025 Databricks Neon Deal value: ~$1 billion Neon has more than 18,000 customers Founded in 2021, raised $129.6 Snowflake’s Broader AI Strategy Snowflake’s momentum in AI is accelerating. ” 3.
In a recent conversation at SaaStr Annual + AI Summit 2025 , Arvind shared the tactical playbook behind Rubrik’s scale, revealing counterintuitive strategies for product development, customer success, and AI adoption that challenge conventional SaaS wisdom. ” This approach works because it builds trust.
June 30, 2025: The date where if your team hasn’t rolled out a truly great AI into production yet … and seen a boost from it … It’s time to reboot the team. ✨ Lemkin (@jasonlk) June 21, 2025 It’s time. June 30, 2025 marks the time we need to wrap up the era of stalling, of waiting to see in AI. — Jason ✨👾SaaStr.Ai✨
But here’s the kicker: Anysphere’s ARR has been doubling approximately every two months, surpassing $500 million in ARR by June 2025. Enterprise AI Goes Mainstream : 78% of organizations now use AI in at least one business function. By 2025, AI might eliminate 85 million jobs but create 97 million new ones.
Insights from Jasper Carmichael-Jack, CEO of Artisan at 2025 SaaStr AI Summit About Artisan: AI-powered sales platform building the end-to-end solution —from marketing personalization to AE automation across the entire revenue cycle. Yamini Rangan, CEO of HubSpot, echoed the same at SaaStr 2025: 3.
Cursor’s June 2025 pricing adjustments to charge power users more on a variable / token basis —and the subsequent developer pushback—have exposed the fundamental economic tensions in how AI-powered software companies think about monetization. Per seat pricing is hardly dead in the age of AI.
G2 has its latest Buyer Behavior report out and while most of its take-aways are things we know or should know, it’s a wake-up call for anyone thinking AI isn’t important in their category: 🚀 Top 5 SaaStr Learnings from G2’s 2025 Buyer Behavior Report 1. Align sales comp with net revenue retention, not initial ACV 3.
✨ Lemkin (@jasonlk) July 1, 2025 Data-Driven Learning #1: Non-Designers Drive 67% of Revenue Growth The Data : Two-thirds of Figma’s customer base identifies as non-designers (product managers, developers, marketers, executives). average revenue per customer over lifecycle The Strategy: Don’t build horizontal.
Where Veeva Stands Today (2025) The results of these early learnings: $2.75B+ annual revenue (2025) – from $129M at IPO in 2013 $45.9B Six months from now, we could be out of business. We have the capital we have – make a profitable business in the capital we have. market cap – up from $2.4B Why a dozen?
✨ Lemkin (@jasonlk) July 1, 2025 While everyone’s watching the flashy AI startups and hyperscalers duke it out, two enterprise software giants are quietly crushing it in the Age of AI. billion in Q4 FY2025 Cloud Services became Oracle’s largest business, with non-GAAP operating income up 14% in constant currency to $5.7
Kiren Sekar, Chief Strategy Officer and founding team member at Samsara, came to SaaStr Annual to do one of our best deep dives even on going multi-product. CAC Payback Period Predicts Success More Accurately Than Any Other Metric CAC payback period stands above all other SaaS metrics as the most holistic indicator of business health.
Owner.com has distinguished itself by consolidating dozens of point solutions into a single, integrated platform that helps small business owners compete effectively online. A huge congrats to Team @owner for a record start to 2025!! New restaurants up +31% in 1 month! Sales up 22%! Join a rocketship.
In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. Navigating market dynamics in 2025 and beyond Matt emphasized the cyclical nature of the payments industry, likening it to a pendulum.
Referrals are Chime’s largest acquisition driver since 2022 , helping bring sales & marketing spend down to 26% of revenue in Q1 2025, from 42% in 2022. Keep Driving Up ARPU, Slowly But Steadily Chime’s ARPU grew from $231 to $251 (Q1 2024 to Q1 2025). million in Q1 2025. In a business serving 8.6
In this fully updated guide, you’ll find all the current Facebook ad dimensions, file types, and technical details you need to create standout ads in 2025. 💡 Ads are one part of your Facebook strategy, but don’t forget about optimizing your profile. 💡 New to advertising on Facebook?
Except instead of two egos competing for attention, it’s one AI platform systematically absorbing the functionality of entire categories of business software. The Numbers Don’t Lie: OpenAI Is Playing a Different Game OpenAI announced it now has 3 million paying business users, up from the 2 million it reported in February.
For SaaS founders, NVIDIA’s journey offers critical lessons about platform strategy, timing major transitions, and building infrastructure that becomes indispensable. But here’s what’s brilliant about their early strategy—they didn’t just build graphics cards, they built an entire ecosystem.
We’ll do deep dives on all the SaaStr + AI Summit 2025 speakers soon! Were going to look back in a few years and be shocked by how much time it used to take to just do basic business tasks before AI. The winners will be those who embrace AI as the core operating system of their business – not just another feature or module.
SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market The 40% Rule: Why This Number Changes Everything Here’s the uncomfortable truth: 40% of workloads have now moved to the cloud. Three Strategies for SaaS Leaders Strategy 1: The Replacement Play Don’t just add AI features.
pic.twitter.com/9ir56bGbSu — Satya Nadella (@satyanadella) April 4, 2025 But this noise is obscuring a much simpler reality that every SaaS and B2B founder and engineering leader needs to understand: A lot of B2B software was never actually hard to build. You really know intelligence has been commoditized when CEOs start vibe coding!
The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. Software companies are increasingly integrating payments as a core component of their business models rather than treating them as ancillary features.
GTMnow shares insight around the go-to-market strategies responsible for explosive company growth. GTMnow highlights the strategies, along with the stories from the top 1% of GTM executives, VCs, and founders behind these strategies and companies. The post Mary Meeker’s 2025 AI Report appeared first on GTMnow.
At SaaStr’s packed AI Summit 2025 , Box CEO Aaron Levie and IBM VP of AI Raj Datta did a deep dive together with SaaStr’s Jason Lemkin on how B2B companies should think about AI agents. “Very quickly you realize more companies are actually in the data business than they initially thought.” ” Levie asked.
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