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

SaaStr

When Anthropic hit a reported $4 billion in annual revenue at the end of 1H’25, it marked more than just another AI milestone. The Enterprise-First Strategy That Worked While OpenAI captured headlines with consumer ChatGPT adoption, Anthropic quietly built an enterprise juggernaut. Anthropic did $1B to $4B in seven months.

B2B 248
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

on June 26 , driven by 39% revenue growth to $884 million in Q1 • U.S. on June 26 , driven by 39% revenue growth to $884 million in Q1 • U.S. 📈 Performance Summary Tables Top 10 SaaS Winners (1H’25) Bottom 10 SaaS Losers (1H’25) – Negative YTD Performance 🚀 Top 10 SaaS Gainers (1H’25) 1. .

AI 214
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

They prioritize revenue growth, market share and profit maximization differently. Maximization (Revenue Growth) - maximize revenue growth in the short term. Many mid-market software companies price with the goal of revenue maximization, negotiating for the highest possible price in each sale. AWS, Twilio, Heroku, etc.

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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

With Databricks now one of the largest pre-IPO technology companies, with $10 billion of expected non-dilutive financing and a valuation of $62 billion, Ron’s insights are gold for any revenue leader looking to scale. Our founders focused on adoption first, not revenue, Ron explains. The takeaway? A common mistake founders make?

Scale 176
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10 Things Startups Get Wrong Selling to Developers and Engineers (from the CRO Who Scaled Databricks from

SaaStr

They hire proven enterprise sellers without technical backgrounds to lead technical sales. “The founding team focused on getting the adoption model right first, not the revenue model,” Gabrisco explains. Here are the 10 biggest mistakes he sees startups make when selling to technical buyers—and how to fix them. Do both 10.

Scale 262
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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. revenue run-rate ending this quarter, growing 50% year-over-year. billion revenue run-rate by July, with year-over-year growth of 50%. in net new revenue this year. Three things: 1.

AI 264
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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Enterprise-grade capabilities are minimal. The Metrics Revenue Velocity: Combined Lovable + Replit ARR growth: $210M in 8 months Loveable’s growth rate: 1,250% month-over-month in early months Replit’s acceleration: 45% monthly subscriber growth post-Agent launch User Economics: Loveable: $2.2M Reliability issues abound.