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SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

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

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The Great Flattening: Growth Rates for B2B Leaders from 2020-2025

SaaStr

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.

B2B 174
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It’s 2025. There Is No “Downturn” Anymore. It’s You.

SaaStr

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?

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Only 11% of Unicorn Exits Are IPOs Now (Down from 53%)

SaaStr

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

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

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.

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Top 10 Interesting Learnings From Figma’s IPO Docs … That You May Have Missed

SaaStr

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.

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Top SaaStr Posts, Pod and Vids of the Week: Jason Lemkin + Dave Kellogg, State of the AI Cloud, New CRO Confidential, and More!!

SaaStr

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.

Cloud 301
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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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.