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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
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.
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.
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.
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.
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.
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
The Trend Continues: Almost 90% of B2B IPOs Have Their Founders Still as CEO Why founder leadership through public markets remains the overwhelming norm in enterprise software The data is unequivocal: when B2B software companies go public, they almost always keep their founders as CEO. Filed, founder CEO.
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. If You’re Earlier Stage Use this data to set expectations with investors. The most recent five IPOs are averaging 121.5%
As we round the corner to 2025, the IT landscape is poised for significant transformation. With a focus on streamlining operations and enhancing security, emerging IT trends prove 2025 will be a doozy. Address data quality issues: AI models are only as good as the data they are trained on.
New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. as of April 2025, the growth trajectory has flattened since late 2024. But it’s just one data point, albeit across many Ramp customers. While overall AI penetration among U.S.
In Figma, designers work alongside developers, product managers (“PMs”), researchers, marketers, writers, and other non-designers who, in the three months ended March 31, 2025, made up two-thirds of our more than 13 million monthly active users. ” [ My note: Their products here are Figma Sites and Figma Buzz.]
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 Demo Stage SaaStr Annual provides a comprehensive view of the current B2B landscape, emerging trends, and competitive movements. And a full half of 2025 will be dedicated in the latest in AI for B2B, including 100+ of the best new players in B2B AI presenting on our new AI Demo Stage! Pull together the team.
In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. Let’s get into some high level data.
The IPO market has been … on fire in 2025. Perhaps most importantly, Navan is on track to achieve profitability in 2025, addressing the market’s newfound emphasis on sustainable unit economics over pure growth. valuation, paused roadshow but still targeting 2025) Potential Candidates: Stripe (payments processing, $91.5B
So 2025 is Good Times Again. 2025 is already even much better. The trend isn’t behind us. And Zylo’s recent data confirms this. Okta’s data is a bit more optimistic. 2024 was good, as most SaaS leaders saw growth reaccelerate toward the end of the year. And 2024 was really good in B2B AI.
✨ Lemkin (@jasonlk) June 4, 2025 The AI revolution isn’t coming. Our audience is sophisticated — they want real insights, backed by real data. We use Claude to dive deep into complex topics, analyze data patterns, and uncover insights that would take our team hours to research manually. It’s here.
A huge congrats to Team @owner for a record start to 2025!! Join @owner pic.twitter.com/zaiPTpMEbM — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 1, 2025 Sarah Du, CEO Alloy Automation Sarah Du is the CEO of Alloy Automation, a Series A company backed by Andreessen Horowitz. New restaurants up +31% in 1 month!
We saw that across 2024 per EY and other data here: Whats Really Going in Venture Today: Deals Are Down, But Big AI Dollars Are Up. And per Sapphire Ventures , 2025 is starting off similarly. year-over-year from the start of 2025 This look at VC deals overall since 2019 show the trend even more viscerally.
That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. pic.twitter.com/VXSqDIuTZT — Alex Clayton (@afc) June 13, 2025 AI Fueling Unprecedented Growth Databricks just announced they’re targeting a $3.7 Every dataset becomes training data. They were right.
And now we have enough data to add Threads to our roster, too! And now we have the data to prove it. Posts published then had the highest median engagement — that is likes, replies, and reposts — across all the data we analyzed. on Wednesday. Other high-performing times were 7 a.m. – 9 a.m.
How a 20-year-old company found its second wind in the AI era TL;DR : Palantir just posted 39% YoY growth in Q1 2025, marking a stunning turnaround from the 13% growth trough of 2023. commercial revenue grew 71% YoY in Q1 2025 They crossed a $1 billion annual run rate in U.S. An unprecedented one in B2B. Product-Market Fit 2.0
But perhaps more impressive than these numbers is how Co-Founder and CTO Arvind Nithrakashyap has positioned the company at the intersection of two of enterprise software’s most critical trends: cybersecurity and artificial intelligence. When security incidents occur, IT personas often lack the knowledge to respond effectively.
New data from Carta analyzing 17,896 primary priced rounds from Q1 2021 to Q2 2025 shows a clear trend: lead investors are systematically taking larger portions of the rounds they lead. Series B : Despite some volatility, trending upward from 50% to 51%. round in 2025. Larger fund sizes. round in 2021 to $2.3M
So we’ll have ~20 of the latest AI start-ups from YCombinator at a special YC Demo Pod area at 2025 SaaStr Annual! Come meet them (and also watch 100+ present live at our first AI Demo Stage ) at 2025 SaaStr Annual, May 13-15 in SF Bay!! 3) Generate high-quality training data that continuously improves AI performance.
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. Buyers have already done their homework with AI 8.
Her Internet Trends reports helped a generation of founders navigate shifts in consumer behavior, platforms, and growth models. Her latest release, Trends: Artificial Intelligence (2025) , is her first in 5 years! Ops teams building autonomous data clean-up and reporting workflows. Mary Meeker doesn’t publish often.
— James McGillicuddy (@jpmcuddy) March 20, 2025 #9. Or are you still focused on users input data? at 2025 SaaStr Annual, May 13-15 in SF Bay. There will be a $1B/year digital mind in the near future. Every Interface Will Likely Be a Unified Chat / Voice or Similar Are you ready for this? And front and center. #10.
link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 5 Interesting Learnings: 1. Adjusted Free Cash Flow Margins Have Nearly Doubled Palantir reported adjusted free cash flow of $370 million in Q1 2025, representing a 42% margin. 24% GAAP profit margins! We are early. The company now sits on $5.4 billion and $1.8
With all the changes on the horizon, it’s safe to say that social media will look a little different in 2025. Lia Haberman , social media consultant and writer of the ICYMI newsletter predicts that 2025 will be the year brands and creators start thinking of themselves as media empires. Let’s get into it.
That, in turn, ensures access to historical event data and eliminates the need for manual event tracking. Analytics reports: Besides tracking user activity, you can also visualize product usage data and analyze user journeys with various reports like funnel, path, cohort, and trend analysis.
Introducing the 2025 State of SaaS report ! Every year we explore ITs biggest challenges and concerns, trends in SaaS management, and what the future holds – making this the industrys largest and longest running research of its kind. Were seeing a growing trend of greater IT control of IT resources.
In 2025, cybersecurity remains a critical focus for organizations worldwide. As technology continues to evolve, compliance industry trends and requirements adapt accordingly. Compliance trends in 2025 continue to be influenced by emerging technologies such as artificial intelligence, Internet of Things, blockchain, and cloud computing.
In this post, we’ll take you through 10 mobile app development trends and the mobile app development changes shaping 2025. Mobile app development trends In 2025, app developers are moving quicker, using smarter tools, and finding easier ways to create better experiences for users across all kinds of mobile devices.
The global AI race is heating up as nations race to develop full-stack AI systems – integrated pipelines from data and hardware to models and applications. For SaaS and tech firms, the message is clear: mastering the full-stack AI (data pipelines, compute, ML models and application layers) is critical for innovation and growth.
The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape. While this trend offers businesses a way to offset processing expenses, it has also drawn increased scrutiny from regulators and brands.
New competitors, sudden market trends, and digital innovation seems unstoppable. The post How Data Analytics Will Transform Sales Performance in 2025 appeared first on Predictable Revenue. The sales industry is like the survival of the fittest.
That full report here: 2025 Spending Benchmarks for Private B2B SaaS Companies The answer? This is the data to back it up:) And public B2B companies are even less efficient not more. About the same as before In fact, the median amount spent on sales is up from a year before.
January 2025 🗓️ Monthly themes and events National Mentoring Month National Slavery and Human Trafficking Prevention Month Paris Fashion Week (January 20–25) Dry January What began as a UK public health campaign in 2013 has since become a worldwide movement. Alright then — calendar at the ready?
These events tick one or more of these boxes: Relevant topics: You’ll walk away with strategies that actually work and insights on trends shaping social media, marketing, and business today. So, let’s dive into the events you’ll want on your calendar for 2025. Tactics for building stronger influencer partnerships.
Bessemer’s Talia Goldberg and Google Cloud’s COO Francis Duza were kind enough to join us at SaaStr AI Summit 2025 on what’s driving the fastest technology adoption in decades. Goldberg highlights “conversational data” as a critical frontier: “A lot of data happens like us having this conversation.
What’s Changing in Sales: The AI Revolution is Here — and Coming Fast After analyzing 139,000+ conversations through SaaStr’s New AI, it’s now clear from the data: AI is about to fundamentally transform B2B sales. This will accelerate the PLG (Product-Led Growth) trend even for complex enterprise software.
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