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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. The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize.

Cloud 277
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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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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. That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. TL;DR: Databricks hit a $3.7B Databricks announced they're targeting a $3.7B

AI 258
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

Many mid-market software companies price with the goal of revenue maximization, negotiating for the highest possible price in each sale. There are exceptions: Oracle’s database, Tanium’s security product, Workday’s human capital management software. AWS, Twilio, Heroku, etc. Slack is a notable exception.

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

SaaStr

Generic horizontal tools and traditional enterprise software struggled to gain investor confidence despite solid operational performance. 📈 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 204
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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The B2B Parallel : Like the best B2B companies, NVIDIA created switching costs through their software stack (drivers, development tools, APIs). But here’s what’s brilliant about their early strategy—they didn’t just build graphics cards, they built an entire ecosystem.

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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

100+ scale-ups and start-ups showing you how they do it! With 1:1 Meet-a-VC matchmaking and curated sessions, youll have unparalleled access to the capital you need to scale. From seasoned founders to rising stars, every session is handpicked to deliver actionable insights and real-world strategies to help you scale faster.