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MongoDB at $2B+ ARR: 5 Epic Learnings from Q1 2026 That Every B2B Leader Should Study

SaaStr

Customer Acquisition at Scale: 2,600 Net Adds = Highest in 6 Years The Numbers: 2,600 net new customers in Q1 2026, bringing total to 57,100+. Most companies see customer acquisition slow down dramatically as they get bigger. Most companies see customer acquisition slow down dramatically as they get bigger.

Scale 267
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PE Loves SaaS Again: Thoma Bravo Buys Olo for $2 Billion

SaaStr

per share — a whopping 65% premium over Olo’s closing price on April 30th (the last trading day before acquisition rumors started swirling). Yesterday, Thoma Bravo announced they’re acquiring restaurant tech platform Olo (NYSE: OLO) for $2 billion in an all-cash deal. That’s $10.25 billion.

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Dear SaaStr: What Are The Rough Benchmarks for Raising a Series A?

SaaStr

CAC Payback : Your customer acquisition cost (CAC) payback period should ideally be under 12 months. These numbers have been trending higher as competition among investors increases. Typically, you’ll want to show 7%-15% month-over-month growth leading up to the raise. This shows you have a scalable and efficient sales model.

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

SaaStr

The trend has been building for over a year, with growth rates oscillating wildly between massive spikes and devastating drops. Customer Success Is Make-or-Break : With new customer acquisition becoming more challenging, retention and expansion within existing accounts becomes critical. We knew that.

Cloud 251
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5 Growth Channels That Drove Rupa Health to $100M+ in Value: Head of Growth’s Deep Dive — With Real Numbers

SaaStr

Kobe Conrad, Head of Growth at Rupa Health and Onleet, took the stage at SaaStr Annual to break down the five growth channels that transformed Rupa Health from a $20M seed-stage startup into a platform with hundreds of millions in equity and a 4,000% increase in user acquisition over three and a half years.

Scale 223
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

This creates several advantages: Immediate scalability : No lengthy enterprise sales cycles Usage-based pricing : Revenue scales directly with customer success Lower customer acquisition costs : Developers can start using APIs instantly Key Pricing : Claude Sonnet 4 is priced at $3 per million input tokens and $6 per million output tokens.

B2B 245
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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

Billion PostgreSQL Battle for AI Agent Supremacy Brief Overview : Two data giants are making strategic moves to dominate the AI agent infrastructure market through major PostgreSQL acquisitions. This acquisition builds on previous AI investments, including the 2023 purchase of Neeva, a generative AI search startup. Databricks: The $1.25