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MongoDB at $2B+ ARR: 5 Epic Learnings from Q1 2026 That Every B2B Leader Should Study

SaaStr

MongoDB proved you can actually re-accelerate growth even at $2B+ ARR through: Product expansion (Atlas now 72% of revenue, up from 71% last quarter) Customer base expansion (2,600 net new customers – highest in 6 years!) Product innovation can reignite growth engines even at massive scale. 70%+ mix is where the magic happens.

Scale 267
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How 1,000+ B2B Startups Are — And Aren’t — Growing. The Real Data.

SaaStr

Learning #3: The NRR Superpower – This One Metric Can Transform Your Entire Business Here’s a stat that should make every SaaS executive stop what they’re doing: Companies with the highest Net Revenue Retention report median growth that is 83% higher than the population median.

B2B 217
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28 Simple, Free SEO Tools to Boost Your Search Rankings in 2024

Buffer Resources

  SimilarWeb View site stats for any domain Limitations:  You’ll need a paid account to see every data point, but the free version is good enough to get a real-time snapshot of your competitor’s activity Use this tool to estimate how much search traffic a website gets. Alternatives:  Bing Keyword Planner 8. 

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

The reason I love this metric is because it really demonstrates how much customers love your product. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service.

Cloud 277
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The Impact of Direct Dials on Sales Productivity

Take the following stats into consideration: It takes 5 minutes to connect with a prospect via direct dials, but takes 22 minutes using company switchboard numbers. Often, sales reps who fail to hit the phones hard are left wondering how they missed their quota. How can you (and your sales team) benefit from this eBook?

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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

If the average developer costs $150K/year, and an AI assistant makes them 20% more productive, that’s $30K in value per seat. And many of these new products don’t start as “pure AI” either. The other reason TAMs lie is because often times a companies initial product is just the wedge to the ultimate opportunity.

Cloud 167
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Clouded Judgement 12.20.24 - The Fed Bomb

Clouded Judgement

Overall Stats: Overall Median: 6.2x The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. Top 5 Median: 18.4x Bucketed by Growth.

Cloud 144