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So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! billion in Q1 2025 , down from $2.33 billion in Q1 2024.
By 2021, they peaked at 115% NRR before facing new challenges that brought them back to 102% in Q1 2025. As one analyst noted at the time, they were “losing money on acquisition, breaking even on conversion, and only making money on the 3rd term” — a unsustainable model requiring 88% revenue retention just to work.
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. And defense contractors don’t trade at 10x revenue. AI Revenue Separation Companies will be forced to break out AI revenue separately.
In May 2025 ecommerce just hit 20.21% of total retail sales – a whisker away from April 2020’s panic-buying peak. Look at Shopify’s Q1 2025 numbers that just dropped: $74.75 What Changed Between April 2020 and May 2025? In 2025, they’re choosing to stay there. This time, there’s no pandemic.
Revenue Growth : $289.2M (2019) → $400.3M (2020) IPO Valuation : $8.3 billion Business : Construction management software Procore demonstrated steady growth with revenue increasing from $289.2 For the 12 months ending July 31, 2024, ServiceTitan reported $685M in revenue, reflecting year-over-year growth of 24%.
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. The market is once again rewarding recurring revenue models and predictable growth patterns. The most recent five IPOs are averaging 121.5%
Quick Stats: Founded: 2005 (20-year-old company) 2024 Revenue: $285M (up 25% YoY from $228M in 2023) Q1 2025Revenue: $80.7M (up 21% YoY), $323M annualized run rate Profitability: $1.8M It’s a signal that vertical SaaS platforms with sticky revenue are back in favor with sophisticated buyers. That’s $10.25
They’re not just growing revenue—they’re building sustainable competitive moats. Revenue Velocity Canva, which is now valued at $40 billion, added $157 million in value daily since its prior funding in April 2021. Early 2025 marked the highest VC investment in AI on record, with global AI-related deals totaling $73.1
The question isn’t whether Canva will go public—it’s what valuation multiple the market will assign to a company that’s already generating $3 billion in annual revenue with seven years of consistent profitability and serves over 230 million users globally across 190 countries. revenue (market cap of $56.3B ÷ $821M revenue).
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.
When Anthropic hit a reported $4 billion in annual revenue at the end of 1H’25, it marked more than just another AI milestone. API-First Revenue Model Unlike the subscription-heavy models of traditional SaaS, 70-75% of Anthropic’s revenue comes from API calls through pay-per-token pricing. Here’s how they did it: 1.
Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. 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.
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!
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
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.
Where Veeva Stands Today (2025) The results of these early learnings: $2.75B+ annual revenue (2025) – from $129M at IPO in 2013 $45.9B ” Spotting Early Trends : “If you take this ability to not follow the herd and the experience, you can spot trends. revenue growth year-over-year 2013 IPO : $129.5M
Meet Wyatt Jenkins: From Construction Sites to Chief Product Officer If you want to understand how vertical SaaS companies scale to $1B+ in revenue while staying true to their customers, there’s no better person to learn from than Wyatt Jenkins, Chief Product Officer at Procore Technologies.
These deals highlight the critical importance of database infrastructure in powering next-generation AI applications and signal an accelerating consolidation trend in the B2B and SaaS industry. rose to 30.8%, and experts predict a record number of SaaS mergers and acquisitions (M&A) in 2025.
Here’s what Figma looks like today: 📊 Core Metrics $821M LTM revenue (46% YoY growth) $913M ARR at Q1’2025 91% gross margins (best-in-class) 18% non-GAAP operating margin (profitable!) Revenue Per Customer The Data : 76% of customers use 2+ Figma products, generating 132% net dollar retention. Build workflow-adjacent.
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.
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.
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.
link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 5 Interesting Learnings: 1. For context, the Rule of 40 is a benchmark for SaaS companies that adds revenue growth rate and profit margin, with 40% considered healthy. With 39% revenue growth and 44% adjusted operating margin, Palantir is doubling the benchmark threshold.
✨ Lemkin (@jasonlk) July 1, 2025 While everyone’s watching the flashy AI startups and hyperscalers duke it out, two enterprise software giants are quietly crushing it in the Age of AI. That’s not a typo—we’re talking about 70%+ growth for a company with over $50 billion in annual revenue.
Every week I’ll provide updates on the latest trends in cloud software companies. 2025 Rate Cut Expectations The Fed’s “Dot Plot” shows where each member expects rates to be each year. The Dot Plot released on Wednesday showed an expectation of 2 rate cuts in 2025. in 2025 (with the projection being 2.2%
Company Snapshot: Founded : January 2014 (11 years) Current ARR : $1.09B+ (Q1 FY2025) Growth Rate : 39% YoY ARR growth, 47% revenue growth NPS Score : 80 (exceptionally high for enterprise software) Net Revenue Retention : 133% (as of Jan 2024) Customers : 2,246 customers with $100K+ ARR contracts IPO : April 2024 on NYSE (RBRK) at $5.6B
” So what 2025 customer success trends can we anticipate? Trend 1: Customer teams strengthen their revenue focus. The journey from customer champions to critical revenue drivers continues. Revenue ownership became an operating norm in 2024,” says ESG ‘s Sheik Ayube.
Every week I’ll provide updates on the latest trends in cloud software companies. released by Anthropic on August 5, 2025, is positioned as an upgrade emphasizing improved coding accuracy, agentic capabilities, and precision in real-world tasks like software engineering. Revenue multiples are a shorthand valuation framework.
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.
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! If you’re selling AI-powered software, lead with impact: show time savings, cost reduction, or revenue lift.
By Inga Broerman Overcoming Revenue Leakage with Smarter Billing Practices Revenue leakage is one of the most insidious challenges subscription-based businesses face. Whether through pricing errors, missed renewals, or incomplete billing processes, these small inefficiencies can add up to significant lost revenue over time.
AI in GTM Efficiency: The Playbooks from Databricks, Monday.com and Benchling How three high-growth companies are actually implementing AI across their revenue operations — and what it means for your AI-informed GTM strategy today. How are actual revenue leaders at scale implementing AI today?
Billion in Revenue This Year. But Wont Be Profitable Until $125 Billion in Revenue, Per Bloomberg #5. 10 AI Trends in SaaS Right Now with SaaStr CEO Jason Lemkin on LIVE SaaStr Workshop Wednesday #2. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #5. OpenAI to Hit $12.7
As the mobile ecosystem continues to expand across borders, 2025 is shaping up to be a pivotal year for developers and growth leaders alike — and we’re excited to be right in the center of the action. 4, 2025 12:45 p.m. The post FastSpring at Unlocked: Mobile & App Growth Summit Singapore 2025 appeared first on FastSpring.
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. Rule of 40 In the below chart I’m showing LTM revenue growth + LTM FCF margin.
Our analysis below explores the top 7 countries pushing full-stack AI in 2025, the user perspective on AI’s origins, and how end-users actually feel about these cutting-edge tools. In 2025, U.S. Cloud & AI Services Microsoft Build 2025 expanded AI across Copilot (Windows 11, M365), AI Foundry, and scientific agent tools.
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. Optimize the Quote-to-Cash Process The quote-to-cash process is the backbone of your revenue operations.
Quick Summary: Customer success events in 2025 are back in full force, with top picks covering AI innovation, GTM strategy, and post-sale growth. We’ve pulled together what we think are the best 2025 customer revenue conferences so you can prioritize your time, budget, and air miles. Pavilion GTM 2025 — Washington, D.C.
An AI can conduct these more effectively, remembering all previous interactions and providing genuine value rather than just pushing for more revenue. This will accelerate the PLG (Product-Led Growth) trend even for complex enterprise software. Current QBRs are often thinly disguised upsell attempts by reps who barely know the product.
Ask questions about your MRR, segment trends, or sales funnel, and get answers directly in your AI chat tool. You can simply ask questions about your revenue metrics, manage customer relationships, update records, and perform data maintenance tasks through chat. We’re excited to see what you do with it.
Here’s a list of some key updates in our Summer 2025 release, including: Manual Subscription Renewal Invoice API Manual to Automatic Subscription Conversion Subscription Account Transfer API Apply Later Discounts Revenue Recognition Dashboard … and more. Learn More about Revenue Recognition Dashboard (Available Now!)
Now in 2025, AI promises have simply become baseline expectations. This trend of AI reinforcing and amplifying the core UVP (unique value proposition) is gaining momentum. Better: Our AI automatically categorizes, prioritizes, and drafts replies so reps can focus on revenue. Its expected, not a value add.
Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. The Role of Bundling in the Subscription Economy The trend toward personalized service packages is reshaping the subscription economy. They want personalized, flexible offerings that deliver value.
Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ revenue professionals weekly to stay up-to-date and scale their companies and careers. Plus, an analysis of the top 75 trending sales AI tools. Reflection across go-to-market trends, but also on the investment front (not to mention community !).
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