Remove 2025 Remove compliance Remove Revenue
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. And defense contractors don’t trade at 10x revenue. The results may change how you think about building software.

B2B 252
article thumbnail

The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

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. ” The Lesson : In 2025, customer composition matters more than product features.

Insiders

Sign Up for our Newsletter

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

article thumbnail

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

SaaStr

Billion Revenue Run Rate Growing a stunning 60% $16 Billion valuation, so about 8x revenue We're back to IPOs seeming normal again That's quietly a big deal And a good thing [link] — Jason ✨👾SaaStr.Ai✨ ✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1.

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
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 market is once again rewarding recurring revenue models and predictable growth patterns. The most recent five IPOs are averaging 121.5%

B2B 184
article thumbnail

The Next Big Thing in AI Compliance: What ISO 42001 Means for Your SaaS Company with Prescient Security’s COO

SaaStr

The Next Big Thing in AI Compliance: What ISO 42001 Means for Your SaaS Company The Cold Hard Truth About AI Risk in SaaS Picture this: Your product team’s AI chatbot gets breached. The Bottom Line ISO 42001 isn’t just another compliance checkbox. No protocol. Just chaos. Sound familiar? The smart play?

article thumbnail

The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. revenue growth year-over-year 2013 IPO : $129.5M net income, 111.5%