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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

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. The spending data captures signatures and payments, not the decision-making process that began quarters earlier.

AI 275
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Top 8 Payment Predictions for 2025: How Your Business Can Stay Ahead of the Curve

USIO

The payments landscape is evolving rapidly, and businesses that stay ahead of these trends will be best positioned for success. Here’s a look at the top 8 payment predictions for 2025—focusing SaaS payments, disbursements, and invoice print/mail,—to help your business adapt and thrive in the future.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Heading into Q1 earnings, analysts had expectations for how each business would perform in 2025.

Cloud 277
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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

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

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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

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!

AI 217
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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

pic.twitter.com/VXSqDIuTZT — Alex Clayton (@afc) June 13, 2025 AI Fueling Unprecedented Growth Databricks just announced they’re targeting a $3.7 That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. billion revenue run-rate by July, with year-over-year growth of 50%.

AI 259
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The 2025 Blueprint for Scalable Growth in the Subscription Economy

Blulogix

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.