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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
Because the data from four of our biggest B2B winners tells a very different story about what “good growth” looks like in 2025. The companies that adapt their growth strategies to this new reality will build sustainable, profitable empires. But outside of Palantir, not in any of the classic public SaaS companies.
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. But the downturn?
For founders : Don’t time your exit strategy around IPO market cycles. This isn’t just about exit strategy—it’s about how you recruit, retain, and manage stakeholder expectations throughout your journey. Moveworks → ServiceNow (2025): $2.85B Weights & Biases → CoreWeave (2025): $1.7B
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. We’ll explore how recent developments are impacting strategic planning and decision-making processes, as well as practical strategies to leverage these trends to the benefit of your organization.
The 2020 cohort achieved a 46% compound annual growth rate from initial purchase through March 2025—meaning customers don’t just stick around, they consistently expand their usage year after year. The Developer Invasion: 30% of Users Write Code Perhaps most surprising: developers represent ~30% of Figma’s user base during Q1 2025.
The Top Marketing Strategies for 2025 Growth with the CMOs of Snowflake, LinkedIn, and Carta #4. Top SaaStr Podcasts & Videos of the Week: #1. “What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg” #2. 83% Percent of You Haven’t Gotten AI SDRs to Work … Yet #5.
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!
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.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical integration, misaligned expectations, and lack of preparedness.
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.
HubSpot has achieved jaw-droppinggrowth with a 29% revenue CAGR from Q1 2019 to Q1 2025, growing from $152M to $714M quarterly revenue. Bottom-Up Adoption Strategy : Monday.com excels at land-and-expand through individual teams, with employee champions driving wider adoption throughout organizations.
At SaaStr + AI Summit 2025, Jason Lemkin and Kyle Norton CRO of $1B+ vertical SaaS leader Owner (where Jason is on the board) did a deep dive on AI in Sales today. The performance distribution in sales teams will become dramatically wider, forcing tough talent strategy decisions. This creates a talent strategy challenge.
SaaStr Annual + AI Summit 2025 is just around the corner , taking place at the San Mateo County Event Center from May 13-15, 2025. The session explores how Anthropic’s Claude and other foundation models are being implemented by leading SaaS companies, with real-world applications and strategies.
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.
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.
Sessions typically focus on real metrics, strategies, and lessons learned, not theoretical concepts. Speakers share their playbooks on everything from achieving product-market fit to optimizing CAC:LTV ratios and scaling go-to-market strategies. The post The Top 10 Reasons to Attend 2025 SaaStr Annual, May 13-15 in SF Bay!!
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. Kick-off to SaaStr Annual 2025 with SaaStrs Founder & CEO 4. Ramp & More: The Journey to $200M ARR+ and AI Strategies 10. Closing AMA with SaaStrs CEO and Founder Jason Lemkin 8.
The Enterprise-First Strategy That Worked While OpenAI captured headlines with consumer ChatGPT adoption, Anthropic quietly built an enterprise juggernaut. Platform vs. Point Solution Strategy Rather than building specific applications, Anthropic built infrastructure that powers thousands of applications.
✨ Lemkin (@jasonlk) June 16, 2025 The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do, If You Use The Tools Properly) I get this question at least 3x a week: “Jason, we tried AI sales tools and they just don’t work. .” ✨ Lemkin (@jasonlk) June 12, 2025 #3. THREE WEEKS.
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.
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.
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.
If you are running the same playbook in 2025 to get a job that you ran in 2021, it probably won’t work. 2️⃣ Consider taking a role with less strategy, more execution. In general, public companies are hiring at a slower pace than they are growing. In 2021, it was the opposite. It’s different. At least think about it.
✨ 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. AI is incredible at writing code.
✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015.
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. Learning #4: The Equity vs. Bootstrap Reality – Paying for Growth Has Hidden Costs The data reveals a fascinating paradox in B2B funding strategies.
Different Paths to Success OpenAI’s Consumer-First Strategy OpenAI bet big on consumer adoption, and it paid off spectacularly. Valuation comparison (2025): OpenAI : $300B valuation / $10B revenue = 30x multiple Anthropic : $61.5B The question isn’t whether Anthropic can catch up—it’s whether it needs to.
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 Snowflake’s Broader AI Strategy Snowflake’s momentum in AI is accelerating. ” 3.
Insights from Jasper Carmichael-Jack, CEO of Artisan at 2025 SaaStr AI Summit About Artisan: AI-powered sales platform building the end-to-end solution —from marketing personalization to AE automation across the entire revenue cycle. Yamini Rangan, CEO of HubSpot, echoed the same at SaaStr 2025: 3. Let AI handle the activities.
But here’s the kicker: Anysphere’s ARR has been doubling approximately every two months, surpassing $500 million in ARR by June 2025. By 2025, AI might eliminate 85 million jobs but create 97 million new ones. million users worldwide, with Americans accounting for one-third of all new AI users.
The IPO market has been … on fire in 2025. The strategy paid off: Navan now serves over 11,000 businesses globally, including household names like Zoom, Lyft, Shopify, and Heineken. Every IPO other than Sailpoint is trading up, and we’ve got a jolt of momentum here for the first time since … well … 2021. But we may have our first.
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.
✨ Lemkin (@jasonlk) July 1, 2025 Data-Driven Learning #1: Non-Designers Drive 67% of Revenue Growth The Data : Two-thirds of Figma’s customer base identifies as non-designers (product managers, developers, marketers, executives). average revenue per customer over lifecycle The Strategy: Don’t build horizontal.
In this fully updated guide, you’ll find all the current Facebook ad dimensions, file types, and technical details you need to create standout ads in 2025. 💡 Ads are one part of your Facebook strategy, but don’t forget about optimizing your profile. 💡 New to advertising on Facebook?
Deal Strategy : AIs will independently analyze deal progression, suggest next steps, and even flag at-risk opportunities before humans notice the warning signs. 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.
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✨
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.
✨ 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. CEO Safra Catz confirmed that CapEx for FY 2025 is expected to surpass $16 billion – more than double the previous year.
Referrals are Chime’s largest acquisition driver since 2022 , helping bring sales & marketing spend down to 26% of revenue in Q1 2025, from 42% in 2022. Keep Driving Up ARPU, Slowly But Steadily Chime’s ARPU grew from $231 to $251 (Q1 2024 to Q1 2025). million in Q1 2025. Hit Profitability to IPO Chime hit $1.67
For SaaS founders, NVIDIA’s journey offers critical lessons about platform strategy, timing major transitions, and building infrastructure that becomes indispensable. But here’s what’s brilliant about their early strategy—they didn’t just build graphics cards, they built an entire ecosystem.
Where Veeva Stands Today (2025) The results of these early learnings: $2.75B+ annual revenue (2025) – from $129M at IPO in 2013 $45.9B It’s a good set of people that can work together and be multidisciplinary – software, engineering, product management, strategy – a cohesive group.” Why a dozen?
✨ Lemkin (@jasonlk) June 4, 2025 The AI revolution isn’t coming. When someone asks our AI about ARR optimization or retention strategies, they’re getting answers grounded in real SaaStr expertise. . "No one will create content without AI going forward" with @thesamparr + @ShaanVP with me on New!! It’s here.
The Numbers Carta’s analysis of primary venture rounds from Q1 2018 through Q2 2025 shows: Early Stage Rounds Per Day: 2018: 9.1 rounds/day 2025: 7.4 rounds/day That’s a 53% decline from the 2021 peak, and importantly, 2025 levels are now below pre-pandemic 2019. rounds/day 2019: 9.8 rounds/day 2020: 10.6
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