Remove B2B Remove compliance Remove Trends
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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

Here’s the full breakdown of 25 top public B2B / SaaS companies and what it means for your startup. The B2B and SaaS market has clearly separated into two different value propositions: Mission-critical AI platforms (strong performance) Traditional productivity tool s (facing headwinds) Let us break it down category by category.

B2B 256
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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

For B2B companies, the message is clear: if you’ve been building a real business with strong unit economics and predictable growth, the public markets are ready to reward you. Reddit ($860M) delivered 256% returns, while Arm’s massive $5.2B deal “only” returned 161%. The lesson? Those without are getting left behind.

B2B 184
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

But perhaps more impressive than these numbers is how Co-Founder and CTO Arvind Nithrakashyap has positioned the company at the intersection of two of enterprise software’s most critical trends: cybersecurity and artificial intelligence. This committee evaluates AI tools and use cases for security and compliance before deployment.

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

SaaStr

Snowflake’s $250 million purchase of Crunchy Data and Databricks’ $1 billion acquisition of Neon represent a fundamental shift in how B2B software companies are preparing for the era of autonomous AI agents. 5 Interesting Learnings from Snowflake at ~$4 Billion in ARR Implications for SaaS and B2B Software 1.

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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. Moving from AI pilots to production-grade implementations requires solving hard technical problems around data pipelines, security, compliance, and workflow integration. Integration challenges are mounting.

AI 281
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.

AI 204
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The Early Days: How Deel Went From $1m to $100m ARR in Just 20 Months

SaaStr

👉 10 Things Deel Did to Get from $1M to $100M ARR in 20 Months Deel recently announced it had crossed $1 billion in ARR, joining the exclusive club of B2B companies that have reached true unicorn revenue status. ” The Discovery : Companies didn’t just need payments—they needed payments plus compliance.