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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. The Bottom Line 2025 represents a significant evolution in SaaS. The results may change how you think about building software.
In 2022, you could blame the markets In 2023, you could blame "macro" impacts In 2024, you could still claim we were in a "downturn" In 2025 — you've run out of excuses — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 4, 2025 The downturn is over in SaaS and B2B. Not all, but many. #6.
Grab 20% OFF tickets here : The post Just Announced: SaaStr Annual 2025 Headline Speakers: The CEOs and CXOs of Snowflake, HubSpot, Dropbox, ServiceTitan, Canva, Descript, and 100s More!! We’re back and BIGGER and better than ever! And with attendance already at 156% of last year , we’re on track for the biggest SaaStr Annual yet.
HubSpot has achieved jaw-droppinggrowth with a 29% revenue CAGR from Q1 2019 to Q1 2025, growing from $152M to $714M quarterly revenue. Monday.com consistently invests in marketing, with sales and marketing representing 48% of revenue in Q1 2025. The new customer count just keeps on growing. To Focus on Tech Or Not?
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.
SaaStr Who Do You Want to Meet Brand new for 2025, were launching the SaaStr Who Do You Want to Meet AI-powered networking program. If you’ve got your ticket for SaaStr 2025, youll receive a separate email from SaaStrs New Who Do You Want to Meet Program with specific instructions.
When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025.
SaaStr Annual has always been the go-to event for SaaS founders, executives, and investors, but 2025 is shaping up to be the best one yet. It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! 100+ scale-ups and start-ups showing you how they do it!
So far for SaaStr + AI Summit 2025, May 13-15, we have 711 VCs coming from 298 unique VC firms. A lot of VCs register … a bit late … so we should hit almost 800 by the time SaaStr 2025 is in full swing. How to Meet VCs at SaaStr Annual 2025 #1.
Lemkin (@jasonlk) May 27, 2025 10 Unexpected Learnings from SVB’s 2025 State of the Markets Report Beyond the AI boom headlines, the 1H’25 data reveals surprising shifts that could reshape how we think about venture capital, startup operations, and the innovation economy.
2025 SaaStr Annual + AI Summit is THIS WEEK, May 13-15 in SF Bay!! Here are 20 Fun Things to Do at SaaStr 2025: 1. SaaStr 2025 has a festival vibe, complete with live music throughout the event. Party Guide here: The Official SaaStr Annual 2025 Party Guide: Official, Semi-Official and Unofficial Parties and Side Events!!
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.
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!
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.
Big News: SaaStr AI is coming to LONDON 2025 Tickets Just Launched Get ready because this December, we’re bringing the best of SaaStr AI 2025 across the pond to London ! Whether you’re a founder scaling to $100M+, an exec driving growth, or an investor looking for the next AI-first unicorn, SaaStr London is where you need to be.
SaaStr Annual + AI Summit 2025 is just around the corner , taking place at the San Mateo County Event Center from May 13-15, 2025. This session provides a unique opportunity to witness innovative applications of AI across various industries and use cases, offering a glimpse into the near future of AI-powered SaaS.
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! This provides an efficient way to evaluate potential additions to your tech stack, negotiate deals, and discover innovative solutions to operational challenges.
This year, we’re partnering with Mayfield AI to bring you the AI Demo Stage and Pitch Competition to SaaStr Annual 2025: May 13-15 in the SF Bay Area. Selected founders will demo their innovation to leading SaaS CEOs, founders, and investors at SaaStr Annual (May 13-15, SF Bay Area ). That’s right.
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. The two so far in B2B, MNTN and Hinge Health are off to a strong start, but are arguably niche vendors.
At SaaStr Annual , Jamie Del Porto, Head of Account Management, shared a deep dive on how embedded finance really works for B2B companies (and beyond): The TL;DR on Embedded Finance in 2025 Embedded finance isn’t just payments anymore – it’s a massive revenue opportunity that’s transforming how SaaS companies monetize SaaS platforms (..)
And come see so many more great convos like this at 2025 SaaStr Annual + AI Summit on May 13-15 in SF Bay , including the CEOs and CXOs at vertical SaaS leaders ServiceTitan, Clio, MangoMint, Owner and so many more! When it’s unhealthy, slow down and fix the underlying issues before accelerating.
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. AI is leading to an explosion in innovation and some of the fastest growth weve ever seen in B2B. Look, tech is overall on fire today.
In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. Navigating market dynamics in 2025 and beyond Matt emphasized the cyclical nature of the payments industry, likening it to a pendulum.
It’s not just part of the innovation budget anymore. Top 5 SaaStr Learnings: Enterprise AI in 2025 1. AI Budgets Are Exploding—And Moving to Core IT Spend The Hard Data : Enterprise AI spend is growing 75% year-over-year, with innovation budget allocation dropping from 25% to just 7% of total AI spend.
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. The promise of AI.
Under his leadership, the company has developed innovative AI-powered solutions for restaurant websites, online ordering, CRM, and marketing automation. A huge congrats to Team @owner for a record start to 2025!! Josh Browder, CEO DoNotPay Josh Browder is the founder and CEO of DoNotPay.com, an innovative consumer-focused AI platform.
Procore has developed several innovative approaches to achieve this: Construction Boot Camp: Every new employee, regardless of role, goes through a two-week immersion in construction. This isn’t just about product training it’s about understanding the industry’s challenges, culture, and vocabulary.
50% though will be standard soon — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) May 11, 2025 The 2026 Account Executive Role “We will need AEs. The 50/50 sales team isn’t a far-future conceptit’s the reality innovative companies are building right now. Just fewer.”
pic.twitter.com/IPZBNrz1jQ — Sam Altman (@sama) May 21, 2025 Here’s the rationale: #1. — Hurley (@Johnsjawn) May 31, 2025 #4. While other cities like New York, Salt Lake City, and Atlanta are growing, the Bay Area remains the hub for SaaS innovation and growth. Downtown SF is turning into the global AI district.
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.
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
We believe that true innovation depends on hearing from, meeting with, and listening to people with a variety of perspectives and diverse backgrounds. Applications for 2025 are OPEN. We strive for the most representative attendee experiences possible, as well as expanding access to mentorship and venture capital firms and investors.
link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 The Pre-AI Stigma Is Real If you founded your SaaS company before 2023, you’re wearing the “pre-AI” label whether you like it or not. We’re seeing a classic diffusion of innovation curve: the AI-native startups of 2023 were the innovators.
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. In 2025, U.S. leads in innovation, it also drives conversations on AI safety and ethics.) limits cap Ascend production to ≤200K chips in 2025.
FastSpring is heading to The Next Web (TNW) Conference 2025 — and we’re bringing clarity to complexity for SaaS companies and digital product creators everywhere. This June 19-20, Amsterdam transforms into the global epicenter of innovation as TNW Conference takes over the industrial-chic NDSM Wharf.
link] — Marc Benioff (@Benioff) March 29, 2025 In most cases, AI wont outright kill SaaS B2B startups now or even soon. If youre not innovating fast enough or delivering a truly differentiated product, youll get drowned out by the sheer volume of new entrants. More positions filled, smoother hiring processes. Have you stepped up?
The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. Takeaway #3: The omnichannel experience Despite the focus on eCommerce and online payment innovations, 2024 saw a renewed interest in modernizing card-present payment systems. We’re here.
As the UKs tech startup ecosystem continues to thrive, visionary founders are driving innovation across various industries, shaping the future of technology , finance , healthcare , and beyond. In this article, we highlight the top 10 tech startup founders in the UK for 2025 (who you should be following if you arent already!),
Great speaker lineups: Think industry leaders and innovators across tech, branding, and the creator economy. So, let’s dive into the events you’ll want on your calendar for 2025. The conference track is a major draw, focusing on topics that matter to social media, content creation, and digital innovation.
So Snowflake looked immortal in 2021, looked a little more mortal in 2024 … and is now, like many of the best in Cloud and B2B, reacclerating in 2025! And come meet and hear from CEO Sridhar Ramaswamy LIVE at 2025 SaaStr Annual, May 13-15 in SF Bay!! No, it’s 2025. 26% for the year 126% NRR It’s not 2021.
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?
SaaStr Annual 2025 is just around the corner, May 13-15 in SF Bay, and weve already locked in 80 incredible AI startups to pitch on the Mayfield AI Demo Stage. This is your LAST chance to apply for one of the final spots and showcase your AI innovation in front of 10,000+ SaaS founders, execs, and investors. The countdown is on!
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.
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. Traditional competitive advantagesnetwork effects, switching costs, proprietary datamatter less in the early stages than pure execution velocity.
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