Remove 2025 Remove compliance Remove Innovation
article thumbnail

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 259
article thumbnail

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

SaaStr

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.

AI Search 289
Insiders

Sign Up for our Newsletter

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

article thumbnail

Welcome Back Duplo Cloud & Pylon to SaaStr Annual 2026! 🎉

SaaStr

Their unwavering commitment to our community speaks volumes about their dedication to supporting SaaS growth and innovation. See you at SaaStr Annual + AI Summit 2026 and SaaStr AI London in December 2025! 🏆 A massive welcome back to Duplo Cloud , who continues their incredible streak as a 6th-time sponsor of SaaStr Annual!

Cloud 237
article thumbnail

AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

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. .”

article thumbnail

Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.

AI 208
article thumbnail

What’s Really Working in Embedded Finance: Key Learnings from Adyen’s $100B+ Experience

SaaStr

The platforms that move first are seeing 70%+ revenue uplifts and dramatically improved retention.

Payments 246
article thumbnail

Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

as of April 2025, the growth trajectory has flattened since late 2024. I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm.

AI 281