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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 265
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

At $200M+ ARR, businesses have built up a substantial base of recurring revenue streams that have already paid back their initial CAC. Their ongoing revenue can “fund” new logo acquisition and allow the business to operate profitably at paybacks much larger than what private companies (with smaller ARR bases) can afford.

Cloud 277
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The Wild Ride of Informatica: 32 Years, 2 IPOs, to $8 Billion Acquisition by Salesforce

SaaStr

First IPO in 1999 First acquisition for $5.3 IPO private IPO acquisition is becoming a common path. Informatica acquired for $8 Billion! But founded … in 1993! Lemkin (@jasonlk) May 27, 2025 Salesforce just agreed to finally acquire Informatica for $8 Billion after trying for some time. Classic buy-fix-sell.

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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.

Revenue 293
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The State of Subscription Apps with RevenueCat’s CEO Jacob Eiting and Growth Advocate David Barnard

SaaStr

In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us. So, let’s look at the state of subscription apps and how B2B SaaS can learn from it. Churn is much higher on consumer subscriptions, but you have higher expansion revenue.

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Announcing: Digital Invoicing Updates and Tax Exemptions for B2B Transactions in Japan

FastSpring

Looking to leverage FastSpring’s Digital Invoicing for your SaaS or gaming business? We’re excited to announce new updates to how we handle tax exemptions in Digital Invoicing. Example of the new changes to FastSpring’s Digital Invoicing Quotes in-app. Sign up for a demo or check out our free trial. What does this mean?

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How High-Performing Subscription Businesses Maximize NRR

Blulogix

By Inga Broerman How High-Performing Subscription Businesses Maximize NRR For subscription-based businesses, Net Revenue Retention (NRR) is the ultimate measure of growth and sustainability. High-performing subscription businesses use NRR as a growth engine , ensuring that renewals and expansions outpace any losses from churn.