article thumbnail

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

SaaStr

Churn vs. Expansion Revenue In token-based models, expansion revenue isn’t about selling more seats—it’s about customers consuming more tokens as they build larger applications. Anthropic’s “customers” can go from $0 to $100K+ monthly usage without ever talking to a salesperson.

B2B 248
article thumbnail

The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. Third, contracts mitigate churn rates because the customer is only making a renewal decision once per year, instead of 12x per year. Similarly, Salesforce began with a usage-based approach before shifting to annual seat contracts when churn rates became significant and revenue predictability faltered.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Net new ARR added was down 28% from Q1 last year. Let’s get into some high level data.

Cloud 277
article thumbnail

Beyond Buzzwords: Real-World AI Applications for Business Leaders

How To Buy Saas

AWS explains that intelligent automation (IA) is the process of using artificial intelligence (AI) to make self-improving software automation. As AWS notes, combining AI (like NLP or generative AI) with RPA lets organizations streamline business operations by automating tasks that involve understanding language or images.

article thumbnail

The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bets His Company on Their Platform

SaaStr

I want to build a better churn detection engine. 4 Learnings on Snowflake’s Future Direction The CFO Test is Coming: As Snowflake bills become the “second largest after AWS” for many enterprises, the pressure to prove ROI intensifies dramatically. .” But customer expectations are evolving rapidly.

AI 269
article thumbnail

Mobile App Tracking: How to Analyze User Behavior In-App

User Pilot

Spot early signs of churn by identifying patterns in disengaged users. For those, youll monitor trial-to-paid conversion funnels to identify friction points, churn by cohort to understand retention trends, engagement with premium features to gauge perceived value, and LTV to evaluate user profitability over time. G2 rating: 4.6/5

Mobile 96
article thumbnail

Top 10 VWO Competitors and Alternatives This Year 

Full Session

Its good for teams focused on retaining users, reducing churn and increasing conversion rates. Integrations PostHog works well with Kafka, Slack, AWS, Google Cloud, GitHub, Tableau, and Looker. Use cases PostHog helps you measure user engagement, find problem areas and run A/B tests to optimize user experience.