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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
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. The Bottom Line 2025 represents a significant evolution in SaaS. The results may change how you think about building software.
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 IPO window isn’t just cracked open—it’s wide open. The most recent five IPOs are averaging 121.5%
As we round the corner to 2025, the IT landscape is poised for significant transformation. With a focus on streamlining operations and enhancing security, emerging IT trends prove 2025 will be a doozy. Anyone else feel like 2024 breezed by? Common challenges include increased attach surface and the rise of file sharing.
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. Understanding these trends is not only essential to staying ahead of the curve, but critical for those striving to remain competitive and innovative in an increasingly data-driven world.
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 AI adoption party might be slowing down—at least temporarily. While overall AI penetration among U.S.
2024/2025 State of SaaS: Trends and Predictions with SaaStr CEO and Founder, Jason Lemkin And come see 200+ top SaaS, Cloud and AI sessions like these at 2025 SaaStr Annual, May 13-15 in SF Bay!! State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9.
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.
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.
Let’s dive into why escheatment is still a challenge in 2025—and how Usio makes the process smooth, compliant, and user-friendly. In 2025, people expect faster refunds, better communication, and more flexibility. Escheatment 2025 Snapshot Final Take Escheatment doesn’t have to be a hassle—for your team or your customers.
AI Demo Stage SaaStr Annual provides a comprehensive view of the current B2B landscape, emerging trends, and competitive movements. And a full half of 2025 will be dedicated in the latest in AI for B2B, including 100+ of the best new players in B2B AI presenting on our new AI Demo Stage! Pull together the team.
Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. Change in 2025 Consensus Revenue Estimates Tying all of these metrics together is another one of my favorites: the change in revenue consensus estimates for the 2025 calendar year.
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
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.
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.
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.
Sydney Sloan, CMO at G2 and SaaStr fan favorite, shares insights from G2’s annual buyer behavior report to help prep you for the 2025 buying cycles. T he good news is that G2’s data shows that more people are going to be buying software in 2025 than in 2024 , with only 6% saying they are going to buy less. The promise of AI.
So 2025 is Good Times Again. 2025 is already even much better. The trend isn’t behind us. 2024 was good, as most SaaS leaders saw growth reaccelerate toward the end of the year. And 2024 was really good in B2B AI. Google buying Wiz for $32 Billion is the icing on the cake. And Zylo’s recent data confirms this.
And per Sapphire Ventures , 2025 is starting off similarly. year-over-year from the start of 2025 This look at VC deals overall since 2019 show the trend even more viscerally. The post Sapphire Ventures: VC Deals in B2B Start 2025 Down Another -8% appeared first on SaaStr.
In fact, with CRM revenues expected to reach over $80 billion by 2025, it’s crucial to keep up to date. Our guide will detail the key CRM trends to watch out […]. The post The 5 CRM Trends To Watch in 2021 appeared first on The Daily Egg.
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!! Here’s more on a dozen of them to meet IRL!:
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!
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.
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%.
Looking Ahead: The Future of Vertical SaaS As we look to 2025, 2026 and beyond, several trends are emerging: Industry Consolidation : Successful vertical SaaS players are becoming platforms, acquiring or partnering with complementary solutions.
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. Make use of the Meta Ad Library : It’s a great tool for researching trends, checking out competitors, or just gathering ideas for your next campaign.
With all the changes on the horizon, it’s safe to say that social media will look a little different in 2025. Lia Haberman , social media consultant and writer of the ICYMI newsletter predicts that 2025 will be the year brands and creators start thinking of themselves as media empires. Let’s get into it.
” So what 2025 customer success trends can we anticipate? Trend 1: Customer teams strengthen their revenue focus. “In 2025, owning a growth target will follow suit. 2025 will be the year we find balance in the form of sustainable, profitable growth. Trend 2: AI and automation become transformative.
— James McGillicuddy (@jpmcuddy) March 20, 2025 #9. at 2025 SaaStr Annual, May 13-15 in SF Bay. It will be about making every interaction much better. Does your AI do that? Its incredible. There will be a $1B/year digital mind in the near future. Or are you still focused on users input data? Or … Fall Behind. Screenshot
And, as of February 2025, almost a third (around 29%) of Threads users were aged between 25 and 34 years, Statista reports. Annie-Mai’s Girl Power Marketing shares tips, tricks, trends, and the latest social media news to keep her content current. The 18-24-year-old cohort comes in second place, at 20%.
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%
link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 5 Interesting Learnings: 1. Adjusted Free Cash Flow Margins Have Nearly Doubled Palantir reported adjusted free cash flow of $370 million in Q1 2025, representing a 42% margin. 24% GAAP profit margins! We are early. The company now sits on $5.4 billion and $1.8
In this post, we’ll take you through 10 mobile app development trends and the mobile app development changes shaping 2025. Mobile app development trends In 2025, app developers are moving quicker, using smarter tools, and finding easier ways to create better experiences for users across all kinds of mobile devices.
Introducing the 2025 State of SaaS report ! Every year we explore ITs biggest challenges and concerns, trends in SaaS management, and what the future holds – making this the industrys largest and longest running research of its kind. Were seeing a growing trend of greater IT control of IT resources.
In 2025, cybersecurity remains a critical focus for organizations worldwide. As technology continues to evolve, compliance industry trends and requirements adapt accordingly. Compliance trends in 2025 continue to be influenced by emerging technologies such as artificial intelligence, Internet of Things, blockchain, and cloud computing.
Analytics reports: Besides tracking user activity, you can also visualize product usage data and analyze user journeys with various reports like funnel, path, cohort, and trend analysis. In terms of product analytics, Whatfix offers a few reports like funnel and trend analysis.
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. But Wont Be Profitable Until $125 Billion in Revenue, Per Bloomberg #5.
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.
I recently sat down with Jim Williams, Managing Director at GLC Advisors, to discuss the current state […] The post Software M&A Trends for 2025: Insights from GLC Advisors appeared first on The SaaS CFO. If you have a SaaS business performing well financially, you can still get funded and/or exit for nice ARR multiples.
The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape. While this trend offers businesses a way to offset processing expenses, it has also drawn increased scrutiny from regulators and brands. We’re here. Things that they should be keeping an eye on.
January 2025 🗓️ Monthly themes and events National Mentoring Month National Slavery and Human Trafficking Prevention Month Paris Fashion Week (January 20–25) Dry January What began as a UK public health campaign in 2013 has since become a worldwide movement. Alright then — calendar at the ready?
link] — Marc Benioff (@Benioff) March 29, 2025 In most cases, AI wont outright kill SaaS B2B startups now or even soon. 10 Trends To Watch Right Now. @AdeccoGroup boosted job placements from 70% to 100%partnering with humans means better outcomes for everyone. More positions filled, smoother hiring processes. Have you stepped up?
2025 is year that AI takes over all of support and customer success that isnt sales. And this trend is accelerating. But for most, these trends are probably irreversible. This is how the 2 related but different categories are segmenting out. A lot of support is questions and problems from existing customers. It still is today.
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