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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

AI-native + mission-critical = strong performance (Palantir +165%, ServiceNow +12%). Here’s the full breakdown of 25 top public B2B / SaaS companies and what it means for your startup. Category Analysis: The New SaaS Hierarchy Tier 1: AI + Government = Money Printer Average Return: +165.2% This isn’t cyclical.

B2B 246
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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4%

AI Search 268
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The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do)

SaaStr

Rolling out our AI SDR this morning. ✨ Lemkin (@jasonlk) June 16, 2025 The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do, If You Use The Tools Properly) I get this question at least 3x a week: “Jason, we tried AI sales tools and they just don’t work. What are we doing wrong?”

Scale 245
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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. The AI adoption party might be slowing down—at least temporarily. While overall AI penetration among U.S. CFOs who initially approved AI experiments are now demanding concrete business outcomes.

AI 278
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A16Z: Enterprise AI Spending is Growing 75% a Year.

SaaStr

a16Z recently surveyed over 100 leading CIOs across 15+ industries to get the latest pulse on enterprise AI spend in software. The learnings aren’t a surprise — but they are useful to see just how core AI spend has become in the enterprise. Top 5 SaaStr Learnings: Enterprise AI in 2025 1. The Price War : Google’s Gemini 2.5

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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. With this news, we will be introducing Snowflake Postgres: enterprise-grade, AI-ready, and fully managed. Databricks: The $1.25

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Welcome Back Duplo Cloud & Pylon to SaaStr Annual 2026! 🎉

SaaStr

We’re thrilled to announce the return of two incredible partners coming back to SaaStr Annual + AI Summit 2026 ! What Pylon Does : Pylon is the modern support platform built specifically for B2B companies. See you at SaaStr Annual + AI Summit 2026 and SaaStr AI London in December 2025! Mark Your Calendars!

Cloud 227