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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.
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.
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.
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.
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%
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?
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%
The platforms that move first are seeing 70%+ revenue uplifts and dramatically improved retention. But the window for being early won’t last forever. Embedded finance isn’t just a feature – it’s becoming a core part of how the best SaaS companies monetize and retain customers.
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.
Company Snapshot: Founded : January 2014 (11 years) Current ARR : $1.09B+ (Q1 FY2025) Growth Rate : 39% YoY ARR growth, 47% revenue growth NPS Score : 80 (exceptionally high for enterprise software) Net Revenue Retention : 133% (as of Jan 2024) Customers : 2,246 customers with $100K+ ARR contracts IPO : April 2024 on NYSE (RBRK) at $5.6B
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 rose to 30.8%, and experts predict a record number of SaaS mergers and acquisitions (M&A) in 2025.
In 2025, choosing the right embedded payment processor is about more than just rates and APIs — it’s about revenue share potential, support quality, payout flexibility, and long-term partnership. Why Usio is #1: Revenue Share from Day One : Usio partners don’t need to hit huge volume to earn. Print/Mail : Not supported.
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.
If so, join FastSpring at Pocket Gamer Connects London 2025 on Jan. We hope to see you at the historic The Brewery London to discuss new technologies shaping the future of the gaming industry, webstores, different methods to boost revenue, and more. Spend less time managing your payments and compliance and more time making great games!
Top 5 SaaStr Learnings: Enterprise AI in 2025 1. This represents a fundamental shift from experimental dollars to recurring revenue opportunity. The learnings aren’t a surprise — but they are useful to see just how core AI spend has become in the enterprise. It’s not just part of the innovation budget anymore.
What once required months of development, multiple vendors, endless compliance headaches, and the patience of a saint… can now be handled with a few lines of code and a supportive partner who gets it. The revenue opportunity? SOC 2 – to give your compliance and audit teams peace of mind. Real Revenue. You’re not alone.
This article explores the key factors that influence credit card processing rates in 2025, particularly helpful for small business owners looking to keep their credit card transaction fees as low as possible. This helps the processor recoup lost revenue. In 2025, Visa raised its Misuse of Authorization Fee (from $0.09
By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. By 2025, the landscape will be more competitive, innovative, and complex than ever before. Optimize the Quote-to-Cash Process The quote-to-cash process is the backbone of your revenue operations.
ARR – 12% YoY Growth, up from 7% last year – 6% New Customer Growth, up to 335,000 – 107% NRR, up from 102% last year – But Segment only growing 1% – $700m+ Free Cash Flow annual run rate pic.twitter.com/AkaFqsCFyU — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) May 1, 2025 5 Interesting Learnings: 1.
By Inga Broerman Overcoming Revenue Leakage with Smarter Billing Practices Revenue leakage is one of the most insidious challenges subscription-based businesses face. Whether through pricing errors, missed renewals, or incomplete billing processes, these small inefficiencies can add up to significant lost revenue over time.
A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.
By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. How Billing Automation Supports Compliance Billing automation is a cornerstone of regulatory readiness.
We’ve already seen some of our mobile game publishers more than double D2C revenue in the U.S. FastSpring allows you to offload the complexity of global payments, sales tax and VAT compliance, player payments support, and many other aspects of payments management.
With a few weeks left on the 2024 fiscal calendar, we turned to Michael Veatch, Senior Director of Implementations and Ella Aguirre , Director of Solutions Consulting for their insights on what happened in software payments this year and whats on the horizon for platform providers in 2025. compliance to let this be your reminder to do so.
By BluLogix Team How Intelligent Revenue Management Transforms Business Growth Introduction Revenue management has evolved far beyond simple invoicing and billing. Businesses that fail to adopt intelligent revenue management solutions risk revenue leakage, inaccurate forecasting, compliance risks, and operational inefficiencies.
Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. In public sector environments, where transparency and compliance are critical, these limitations become major liabilities. It demands precision, compliance, and transparency.
By BluLogix Team The Future of Monetization: Why Usage-Based Billing is the Key to Scalable Growth Introduction Introduction Subscription models have dominated the digital economy for years, but in 2025, usage-based billing is emerging as the smarter, more scalable approach. Automate Billing & Invoicing to prevent revenue loss.
Usage data is messy and inconsistent CPQ can’t simulate dynamic pricing Finance can’t recognize usage-based revenue accurately Invoices lack transparency—and customer trust suffers Ready to see how BluIQ can transform your billing process and help you achieve integrated, automated, and accurate complex monetization?
According to MGI Research’s 2025 Agile Billing Top 50 Buyer’s Guide , integration across the quote-to-cash (Q2C) process is one of the key gaps holding companies back from achieving true billing agility. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.
That’s why BluLogix’s recognition in the 2025 MGI Research Agile Billing Top 50 Buyer’s Guide is more than a nice mention. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. And most platforms can’t keep up.
A powerful CRM helps organize customer data, streamline sales pipelines, and automate marketing ultimately boosting revenue. In fact, 92% of businesses say CRM software is crucial to achieving their revenue goals. Enterprise users love the ability to do complex forecasting, pipeline analysis, and revenue reporting.
By BluLogix Team Channel Chaos: How to Monetize Through Partners Without Losing Control—What the MGI Report Says In MGI Research’s 2025 Agile Billing Top 50 Buyer’s Guide , BluLogix earned recognition not just for usage billing and mediation, but for something most billing platforms barely touch: n-tier partner monetization.
But many are still relying on spreadsheets and outdated tools that werent designed for todays IT complexity or compliance demands. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. GASB compliance isnt optionalbut doing it manually isnt sustainable.
court ruling was released on April 30, 2025, with a judge declaring that Apples anti-steering policies for purchases outside of apps are anticompetitive and were to be discontinued immediately. Why mid-value players should not be neglected as an opportunity for web store revenue growth expansion beyond VIPs or whales.
In fact, research from the 2025 State of Sales & Marketing Alignment report by Mutiny found that teams with misalignment are 2x more likely to miss revenue targets, while fully aligned teams are 2.3x Start with a shared revenue mindset Alignment begins with language. The best CMO-CRO pairs co-own one vocabulary: revenue.
Yes, it handles financial reporting, general ledger entries, and compliance. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. Revenue leakage : Devices go live before finance knows. Revenue gets lost in the shuffle. You didnt lose revenue.
Spreadsheets offer flexibility and familiarity—but they weren’t built for precision, compliance, or auditability. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. Department leaders question every charge. Financial teams scramble to reconcile errors.
By BluLogix Team How AI is Transforming Billing Billing has long been a complex and manual process, prone to errors, inefficiencies, and revenue leakage. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.
While Japan’s existing antimonopoly law imposes fines of 6% on revenues gained via anticompetitive practices, the penalties in this new more specific law are 20% on domestic revenues gained on services in breach of this law, increasing to 30% if the problem practices are not discontinued.
Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. Data-Driven Pricing: Advanced analytics allow companies to refine usage models to maximize both revenue and customer satisfaction. Improve margins by capturing more revenue from high-usage customers.
Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. Schedule a Demo Today Cloud Is Usage-Based. Your Billing Needs to Be Too.
Japan, Brazil, and the EU poised to open up and unlock additional revenue channels for mobile publishers. While publishers need to stay in compliance with app store policies, monetizing your game via your web store isn’t prohibited. And the market is already taking action. But the reality is that that isn’t true.
of retail sales in 2025, amounting to $6.862 trillion. Theyre easy to integrate and set up, with the host taking care of data security measures, including PCI compliance and fraud protection. On top of PCI compliance, you might have to pay extra for SSL (Secure Sockets Layer) certification. This is expected to grow to 22.6%
As we gear up for 2025 SaaStr Annual, May 13-15 in SF Bay , we want to take a look back at a few of our top sessions from last year. Your suppliers might actually be your customers 30% of Bill.com’s core revenue comes from suppliers making payment choices, completely reframing their TAM calculations. SMB customers.
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