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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

Rapid expansion and new service integrations negatively impacted net income. Circle’s story is a reminder that adding new products, markets, or services can actually destroy profitability if not carefully managed. Revenue increased 16% year over year while net income fell by 42% and EBITDA decreased 29% year over year.

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

SaaStr

Valuation The Metrics : Fastest to $100M ARR in SaaS history (12 months) The Edge : AI-native IDE that doubles developer productivity The Model : $20-40/month per developer, 360K+ paying users Recent News : Revenue doubling every 2 months, unsolicited acquisition offers GitHub Copilot – $400M ARR The Metrics : 1.8M

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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. Giants like Netflix, Spotify, Disney+, and others already monetize directly. What are Web Subscriptions?

Payments 107
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Can Mobile Games Really Achieve >50% of Revenue From D2C?

FastSpring

Podcast Full Interview: Audio Listen online or find it on more podcast services. And then, of course, we saw the evolution of live services as well that just kind of turned out a little bit on its head in that way. It’s your marketplace or a distributor. Jump to video. Jump to transcript.

Payments 164
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FastSpring Announces Partnership With Nexus to Help Game Publishers Quickly Succeed With D2C

FastSpring

Effective ways to market web shops outside of games to avoid violating anti-steering rules in mobile marketplaces.

Payments 157
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Scaling Success: Digital Entrepreneurship and SaaS Exits

FastSpring

Podcast Full Interview: Audio Listen online or find it on more podcast services. So it’s a marketplace, it’s a platform. And the biggest difference between the two of those statements is one, low value to sort of medium and high value, and then two, the actual service layer built into the technology underneath the hood.

Scale 118
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Building a Competitive Edge Through Channel Partnerships

Blulogix

Managed Service Providers (MSPs) are at the forefront of this evolution, leveraging recurring revenue models to build deeper customer relationships and drive growth. Real-Time Data Sharing: Enable partners to access accurate sales, commission, and inventory data through a self-service portal, enhancing collaboration and trust.