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SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

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

Cloud 258
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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 Scoreboard: All 25 Public SaaS Companies Ranked I spent the weekend pulling YTD performance data for every significant public SaaS company.

B2B 266
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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

Billion PostgreSQL Battle for AI Agent Supremacy Brief Overview : Two data giants are making strategic moves to dominate the AI agent infrastructure market through major PostgreSQL acquisitions. Databricks: The $1.25 With this news, we will be introducing Snowflake Postgres: enterprise-grade, AI-ready, and fully managed.

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8 Out of 10 SaaS Founders Are Burning Cash Faster Than Ever — And Why YC is On Fire (SVB’s 2025 Data Breakdown)

SaaStr

So SVB still is the #1 bank for tech companies in Silicon Valley and they have a ton of data. The data shows down rounds comprised 30-50% of IPOs even during “good” periods. They have 24% of all U.S. VC deals now come from accelerators and incubators — and that's going way up.

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

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. Understanding these trends is not only essential to staying ahead of the curve, but critical for those striving to remain competitive and innovative in an increasingly data-driven world.

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52% of You Are Buying More Software Next Year. The Latest Data on How AI Impacts the SaaS Buyer Landscape with G2’s CMO

SaaStr

Sydney Sloan, CMO at G2 and SaaStr fan favorite, shares insights from G2’s annual buyer behavior report to help prep you for the 2025 buying cycles. T he good news is that G2’s data shows that more people are going to be buying software in 2025 than in 2024 , with only 6% saying they are going to buy less.

AI 273
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PE Loves SaaS Again: Thoma Bravo Buys Olo for $2 Billion

SaaStr

Quick Stats: Founded: 2005 (20-year-old company) 2024 Revenue: $285M (up 25% YoY from $228M in 2023) Q1 2025 Revenue: $80.7M (up 21% YoY), $323M annualized run rate Profitability: $1.8M 2025 is shaping up to be a stronger year for PE + Corporate M&A SaaS deals , with Q1 alone seeing 210 enterprise SaaS M&A transactions totaling $29.1