SaaStr

JUNE 24, 2025

ICONIQ’s latest report, surveying 205 GTM executives in April 2025 , reveals a market splitting in two: AI-forward companies pulling dramatically ahead while traditional SaaS companies struggle with flat growth, longer sales cycles, and declining conversion rates. This creates a compounding advantage over time.

Scale 179

Scale AI B2B SaaS 179

SaaStr

JUNE 20, 2025

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.

AI Search 274

AI Search Artificial Intelligence AI CTO Hire 274

SaaStr

APRIL 14, 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!

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

SaaStr

MAY 20, 2025

HubSpot has twice the revenue (and thus twice the ARPU), but also was founded 6 years earlier. Customer Base : ~258,000 customers across 135+ countries Revenue : $2.63 Customer Base : ~258,000 customers across 135+ countries Revenue : $2.63 Let’s look at where both companies stand today: HubSpot ARR : $2.7B

SMB 267

SMB Scale Education AI 267

SaaStr

MAY 23, 2025

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. By the time they raised their $1.5

Payments 274

Payments Payment Solutions Underperforming Technical Team Payment Methods 274

SaaStr

MAY 10, 2025

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!!

AI 207

AI B2B Startup Interviewing 207

SaaStr

FEBRUARY 25, 2025

200+ dedicated workshops and braindates with the best in SaaS, Cloud and AI, from intimate small sessions to 20-50 person workshops from the best Our CRO + CEO Poker Night where we bring 200 top revenue leaders together with CEOs and founders of B2B / AI companies attending Our 4th annual CMO Summit for top CMOs and the CEOs that want to meet them!

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

Clouded Judgement

JUNE 17, 2025

Q1 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q1 starting with revenue. Beating consensus revenue estimates is the first aspect of a successful quarter. The formula to calculate this is: (Q1 ’25 revenue) / (Q1 ’24 revenue) - 1.

Cloud 277

Cloud Software Benchmarks Retention 277

SaaStr

JUNE 11, 2025

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.

compliance 244

compliance Marketplace as a Service B2B Healthcare 244

SaaStr

DECEMBER 18, 2024

and >accelerating< – 80% Gross Margins – 500 $1m+ customers 20x ARR doesnt seem >that< high pic.twitter.com/5qW7jeReQc — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) December 17, 2024 So SaaS is back. And it will be cash-flow positive in 2025. It will be cash-flow positive in 2025. #4.

AI 278

AI Cloud Enterprise SaaS 278

SaaStr

JANUARY 5, 2025

But in 2025, Step Up or Step Aside. #4: 2025 Will Be Radically Different. . #2: Gong: $100k Deals Take About 70 Days to Close #3: Yes, You Need to Focus. 4: HubSpot Co-Founder and Chairman Brian Halligan on AI and SaaS, Board Meetings, and The Incumbent Advantage #5: Most SaaS Apps Are Just Getting Starting With AI.

Scale 269

Scale AI Scaling SaaS 269

SaaStr

MAY 9, 2025

SaaStr Annual + AI Summit 2025 is just around the corner , taking place at the San Mateo County Event Center from May 13-15, 2025. Note: this app is reserved for CEOs, founders, and revenue leaders with VIP tickets and note: vendors and sales professionals are not eligible to use the app.

AI Search 170

AI Search AI Artificial Intelligence Transportation 170

SaaStr

JANUARY 12, 2025

Top Posts: #1: 2025 And The Rise of the Mech AE (Account Executive) #2: 2025 Should Be Better Than 2024 For Almost All Leading Public SaaS Companies #3: 38% of Bootstrapped Start-Ups Have Solo Founders. But Only 17% of VC-Backed Ones Do. And 10%-12% of Ones That IPO. #4:

Sales Hiring 273

Sales Hiring Scale Scaling Revenue 273

SaaStr

JUNE 23, 2025

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 These are venture capital fever dream numbers. 2023 : $2.4M users, monetization remained elusive.

Software Review 208

Software Review AI Technical Review Venture Capital 208

SaaStr

JUNE 23, 2025

June 30, 2025: The date where if your team hasn’t rolled out a truly great AI into production yet … and seen a boost from it … It’s time to reboot the team. ✨ Lemkin (@jasonlk) June 21, 2025 It’s time. June 30, 2025 marks the time we need to wrap up the era of stalling, of waiting to see in AI. — Jason ✨👾SaaStr.Ai✨

AI Search 170

AI Search AI Technical Review CTO Hire 170

SaaStr

APRIL 15, 2025

At SaaStr Workshop Wednesday live , Ethan Kurzwiel, previously partner at Bessemer Venture Partners and now founding partner at Chemistry VC, took us through a deep dive of exactly where Series A funding is right now in 2025. And sign up for the next FREE Workshop Wednesday here.

Technical Review 152

Technical Review Venture Capital Outsourced Development AI 152

SaaStr

DECEMBER 26, 2024

Gong has its 2025 State of Revenue out. You can grab it here. In general, the report ties to what were seeing everywhere in SaaS. Were ending the year in general with stronger growth that the prior year. Gong also looked across its entire customer base to measure deal velocity.

Scale 278

Scale Benchmarks B2B Enterprise 278

SaaStr

JUNE 14, 2025

But here’s the kicker: Anysphere’s ARR has been doubling approximately every two months, surpassing $500 million in ARR by June 2025. million monthly active users, with the majority of revenue coming from selling AI models as a service to other companies. Claude now has 18.9 The kicker? Build for sharing from day one.

ChatGPT 222

ChatGPT AI Search AI Growth Hacking 222

SaaStr

JUNE 22, 2025

The IPO market has been … on fire in 2025. ” The Numbers Behind the Filing Navan’s IPO filing comes with impressive scale: Probably close to $500m ARR today, $300M in annual revenue as of 2024 40% average revenue growth , with the fintech business growing 100% and travel business expanding 30% $9.2B

B2B 184

B2B Payments SaaS Payments Payment Services 184

SaaStr

MAY 5, 2025

Ok about 2,000 of you have already picked your 2025 SaaStr Annual + AI Summit sessions so far and here are the top sessions … for now: 1. The New Rules of SaaS Growth: Whats Next for AI, PLG, and Revenue Scale with HubSpots CEO 2. Kick-off to SaaStr Annual 2025 with SaaStrs Founder & CEO 4.

Scale 170

Scale New CTO CTO AI 170

SaaStr

JUNE 22, 2025

This isn’t your typical “here’s what public companies are doing” report – this is real data from real private companies dealing with real challenges in 2025. The Bottom Line: SaaS is Maturing, and You Have to Adapt The 2025 data tells a clear story: The SaaS industry is maturing.

B2B 213

B2B Data Scale Startup 213

SaaStr

JUNE 25, 2025

revenue multiple proves strong B2B companies with real growth (and it’s strong) can still command premium exits. The deal shows acquirers are hungry for revenue acceleration—Xero expects to more than double group revenue by 2028 with this acquisition. exit represents a 37.5% discount from its 2021 peak valuation of $4B.

Payments 195

Payments Payment Methods SaaS Payments Payment Solutions 195

USIO

JUNE 24, 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.

Payments 100

Payments Payment Services Embedded Payments Merchant Services 100

SaaStr

JUNE 4, 2025

The metrics are very strong: $2B ARR (run rate — but not really software revenue) Generated from $121B in transactions on platform Growing 23% $251 ARPU 88% Gross Margins Average customer uses 3.3 But if it lands around $9 Billion, that’s less than 5x revenues. million in Q1 2025. 5 Interesting Leanings: #1.

Outsourcing Services 201

Outsourcing Services Scale Banking Customer Lifetime Value 201

SaaStr

MAY 27, 2025

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. And that’s not really good enough.

Outsourcing Services 170

Outsourcing Services Venture Capital Outsourced Development Data 170

SaaStr

NOVEMBER 5, 2024

When you have just a few million in revenue, every marketing spend is stressful. See everyone at 2025 SaaStr Annual, in MAY this time, May 13-15!! And is a booth even worth it at all? These are questions debated endlessly by founders and marketers … especially in the early stages. So should you go small, or go big? Upgrade, Go Big.

Data 268

Data Pricing Revenue Marketing 268

SaaStr

JANUARY 29, 2025

The first SaaStr Annual CRO + CEO Poker Night was a smash hit in 2024, so we’re bringing it back even bigger and better for 2025!! This time, were also hosting a CRO + CEO exclusive Summit, including Poker Night on Wednesday, May 14, 2025 ! We’re back! May 14 4pm on at SaaStr Annual. — sorry!). Apply to be considered.

AI 255

AI Cloud Consulting Software 255

SaaStr

JUNE 6, 2025

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.

AI Search 147

AI Search AI Technical Review Software Review 147

SaaStr

JUNE 2, 2025

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.

VP of Engineering 187

VP of Engineering AI Search AI Data 187

SaaStr

FEBRUARY 7, 2025

In the latest episode of SaaStr’s CRO Confidential Series, our host Sam Blond sits down with Ron Gabrisko, CRO of Databricks , to unpack the journey from $1M in ARR to crossing $3B ARR at the end of January 2025. Our founders focused on adoption first, not revenue, Ron explains. The takeaway? The takeaway? ” The lesson?

Scale 169

Scale Sales Hiring Scaling Revenue 169

SaaStr

JANUARY 20, 2025

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.

Payments 246

Payments Finance Payment Services SaaS Payments 246

SaaStr

JUNE 16, 2025

revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. revenue run-rate ending this quarter, growing 50% year-over-year. billion revenue run-rate by July, with year-over-year growth of 50%. in net new revenue this year. Three things: 1.

AI 259

AI AWS Enterprise Scaling 259

SaaStr

FEBRUARY 6, 2025

Holy Cr*p @deel at $800m ARR growing 70%, profitable That is all pic.twitter.com/ePdhROnAId — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 4, 2025 So Deel announced it was growing a stunning 70% at $800m ARR and profitable. So many next-generation winners here, and more to come.

Construction 213

Construction Marketing Branding SaaS 213

SaaStr

APRIL 4, 2025

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!! What’s particularly notable is how many are generating meaningful revenue early.

AI Search 170

AI Search AI Startup Scale 170

SaaStr

FEBRUARY 26, 2025

But like many things my views have evolved "The Rise of CRO: The Challenges of Unchecked Growth" @davegerhardt + @jasonlk pic.twitter.com/VL3S6MAFOw — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) June 11, 2024 Three trends have fueled the rise of hiring COOs and CROs closer to $10m ARR than $50M ARR: Faster Growth.

Sales Hiring 207

Sales Hiring Startup Management SaaS 207

SaaStr

MAY 28, 2025

Both big revenues, but somewhat smaller than the last group of Rubrik + Klaviyo that were bigger. These tend to have high switching costs and very durable recurring revenue models. Hinge Health uses software to help patients treat acute musculoskeletal injuries , chronic pain and carry out post-surgery rehabilitation remotel.

Technical Review 193

Technical Review Software Review Cybersecurity Advertising 193

FastSpring

JANUARY 13, 2025

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. The post FastSpring at Pocket Gamer Connects London 2025!

Merchant Services 167

Merchant Services Payment Methods Payments Payment Services 167