Remove Acquisition Remove Data Remove Payment Features
article thumbnail

How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

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. ” required weeks of developer time to answer.

article thumbnail

Figma - Benchmarking the S1 Data

Clouded Judgement

Here’s some additional data on their products I mentioned above (all copy / pasted from the S1) FigJam : “FigJam is our product tailored for ideation, brainstorming, and rapid communication of ideas. .” Access to Figma is sold as an annual or monthly subscription, per seat.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

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. Anthropic’s focus on AI safety creates trust with large enterprises handling sensitive data.

B2B
article thumbnail

ARR vs NRR: How These Paired Subscription Metrics Actually Drive Business Growth

FastSpring

By focusing on optimizing your net revenue retention rate in addition to ARR, you can supercharge revenue, reduce customer acquisition costs, and even boost your valuation. If you’re looking for a payment services provider and merchant of record to help you grow your subscription business, we can help. Active subscriptions.

article thumbnail

A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Let’s get into some high level data. Of course, the above chart shows historical (ie lagging) data. The median beat was ~2.2%

article thumbnail

Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

As Checkr follows usage-based pricing, it’s a transactional business that needs to be managed differently than a typical subscription SaaS model since they only earn revenue when the customer is using the product. The SMB sales team was incentivized purely on logo acquisition rather than revenue.

article thumbnail

The Complete History of HubSpot’s Net Revenue Retention: From 88.6% at IPO to 115% Peak — And Why 102% Today Is Still Strong

SaaStr

annualized subscription dollar retention rate. subscription dollar retention, but this was still problematic. 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.