Remove Acquisition Remove Development 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.

Payments 281
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. Developer-Led Growth at Enterprise Scale The company shows how bottom-up adoption through APIs can scale to enterprise contracts without traditional enterprise sales motions.

B2B 248
Insiders

Sign Up for our Newsletter

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

article thumbnail

The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

Try ripping out ServiceTitan when it’s running your entire HVAC business – from lead generation to invoicing to payroll. Vertical SaaS Acquisition Spree Horizontal platforms will pay massive premiums to acquire vertical specialists. Try replacing Samsara when it’s monitoring your entire fleet for DOT compliance.

article thumbnail

From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

✨ 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 And allowing more experienced developer to ship far, far faster.

article thumbnail

Figma - Benchmarking the S1 Data

Clouded Judgement

In Figma, designers work alongside developers, product managers (“PMs”), researchers, marketers, writers, and other non-designers who, in the three months ended March 31, 2025, made up two-thirds of our more than 13 million monthly active users. My note: Their products here are Figma Design and Figma Draw.]

article thumbnail

Can Mobile Games Really Achieve >50% of Revenue From D2C?

FastSpring

How you can pursue these strategies to drive more profitability for your games, while developing a more meaningful relationship with your players. Justin Sacks (02:08) Taking me back, I think I got a summer job in high school so that I could pay for my own WoW subscription. How many years you recall did you pay for the subscription?

Payments 164
article thumbnail

The Rise of Mobile App Monetization: Building a Case for Direct Web Subscriptions

FastSpring

TL;DR: More mobile apps are monetizing by selling subscriptions on their websites to drive user acquisition, keep more revenue, and own their user relationship, especially now that steering iOS users to your site is allowed in the US. Smaller app developers are following suit and are reaping the benefits as a result.