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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. Lower Competition = Higher Prices In horizontal markets, you’re competing with 47 project management tools. Toast can charge restaurant-specific pricing. Predictions for H2 2025 and 2026 1.

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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. This requires rethinking pricing, packaging, and revenue recognition. While Anthropic likely operates at 40-60% gross margins today (vs.

B2B 248
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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 281
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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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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

This matters a lot more when stock prices are going down, and management teams often grant additional shares to make employees whole (thus increasing dilution even more) Net Revenue Retention High net revenue retention is the fourth aspect of a successful quarter, and one of my favorite metrics to evaluate in private SaaS companies.

Cloud 277
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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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How SaaS Pricing Evolves Across Different Company Stages

Sales Hacker

SaaS pricing isn’t static – it’s a living strategy that grows with your company. In this article we dive into a playbook for pricing across different stages of company growth, inspired by Geoffrey Moore’s Crossing the Chasm. Tiered pricing models emerge to address these differences.

Pricing 109