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How The Stange and Odd World of Financial Accounting Drives Tech Acquisitions and Investments

SaaStr

Similarly, acquisitions don’t cost that much, especially if they are done with cash by a BigCo with a ton of cash (stock deals without buybacks lead to dilution, and thus, lower earnings). A $1B acquisition sounds like a lot, and it is. The headcount and other ongoing operating costs do add to expenses and hit earnings, however.

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How The Strange and Odd World of Financial Accounting Drives Tech Acquisitions and Investments

SaaStr

Similarly, acquisitions don’t cost that much, especially if they are done with cash by a BigCo with a ton of cash (stock deals without buybacks lead to dilution, and thus, lower earnings). A $1B acquisition sounds like a lot, and it is. The headcount and other ongoing operating costs do add to expenses and hit earnings, however.

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5 Interesting Learnings from Monday.com at $550,000,000 in ARR

SaaStr

Marketing engine getting more efficient at scale. SaaS leaders at scale often find their cost per acquisition goes up at scale, at they saturate the market, but Monday has gotten better and better here: #8. Like many tech companies, Monday added a ton of headcount in 2021. This slide below I found interesting.

Headcount 280
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5 Interesting Learnings from Okta at $2 Billion in ARR

SaaStr

They had a bit of dip in growth as they worked to integrate the mega-acquisition of Auth0 — but then went right back to growth. A reminder scaling SaaS takes real capital. #9. Slowing headcount growth — like lots of others. So Okta is one of the leaders in SaaS that has always just kept growing. It only grew 4.5%

Scale 273
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How IBM Sees AI Changing the Game for Companies of All Sizes with IBM’s VP of Technology and Director of Startups

SaaStr

Facing Challenges Scaling AI 86% of CXOs say they will adopt AI and need it to move forward because it’s critical to their business. How to scale AI across your business. So, how do you build for tomorrow so that when you land those bigger deals, you can scale up rapidly? How to create a competitive advantage.

AI 229
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2024 Predictions

Tom Tunguz

The anticipation of a rate change drives fear of target acquisition valuations. In the last two years, M&A has totaled about $49b & it surges to above $60b driven by AI acquisitions. We also see more ARR-based web3 businesses achieving scale. The Fed cuts rates, which helps. M&A accelerates throughout the year.

AI Search 219
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5 Ways to Keep Your Sales Machine Efficient While Scaling Headcount

Sales Hacker

As we think of ways to improve sales performance, a number of growth pains may come in the way: High acquisition costs. Decreased revenue per rep, High turnover as you scale headcount. Efficiency Isn’t Something You Worry About After Scaling. Embrace technology so you can coach at scale. Hire intelligently.

Scale 55