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SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! Aggregate quarterly net new ARR added across the cloud software universe dropped to just $1.65

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. Some software companies also have seasonality in the “payback.”

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Massive Acquisitions in Software Startups

Tom Tunguz

What drives the acquisition market of startups? In the last decade, the total number of venture backed software M&A by count has remained relatively constant. Nevertheless, there are huge differences between the total value created by software M&A annually. It’s the big deals. X 2015 20.1% - 2016 43.0%

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The Most Acquisitive Acquihirers in Software

Tom Tunguz

I reviewed the roughly 560 US software acquisitions under $400m since January 1, 2020. ServiceNow tops the list with 5 acquisitions. Recruiter.com prefers small acquisitions: 4 purchases during the period, totalling less than $12m in value. Number of Acquisitions. To answer the question. So did Medallia.

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Harness the Full Power of Integrated Payments to Drive Revenue

In today’s complex business landscape, treating payments as just a software feature is a missed opportunity for significant growth and customer acquisition. Your payments integration is more powerful than you think. With the right partner, payments can become a strategy that leads to competitive advantages.

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The Largest Software Acquisition in History

Tom Tunguz

Yesterday, Broadcom announced it will acquire VMWare for $70b, the largest software acquisition in history. This merger also suggests a wave of acquisitions may punctuate 2022, in particular, take-privates. Software companies haven’t been this cheap to buy for a decade. before the acquisition. Growth Rate.

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The Quiet Liquidity Crisis in SaaS

SaaStr

He summarized the M&A (acquisitions) of The Top 10 Software Acquirers. The Top 10 Software acquirors’ M&A activity is down -90% or more from 2021. This makes M&A (acquisitions) less attractive. A record low. See above from Thomasz. are still buying big SaaS companies. Vista just bought Smartsheet for $8.4

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How to Develop a Recession-Proof Product-Led Strategy

Speaker: Wes Bush, Author of "Product-Led Growth"

Zoom, Stripe, and Airtable are all examples of software companies with strong PLG strategies. As PMs, we all know the importance of building a successful product-led growth strategy. But what else do they have in common? What features do their strategies have that allow them to see continued success in this ever-changing market?