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Here’s the full breakdown of 25 top public B2B / SaaS companies and what it means for your startup. Government B2B Gold Rush Every B2B founder will suddenly discover a passion for defense/healthcare/education customers. AI-native + mission-critical = strong performance (Palantir +165%, ServiceNow +12%).
The two so far in B2B, MNTN and Hinge Health are off to a strong start, but are arguably niche vendors. No “classic” B2B leader has IPO’d yet in this wave. Navan’s move could signal the opening of long-awaited floodgates for B2B software companies that have been waiting on the sidelines since the market downturn of 2022-2023.
Founder-Driven AI Innovation Seema Amble, Partner at Andreessen Horowitz shared that something they’re seeing across their portfolio of founders, especially the ones launching an AI product or a standalone product is boost their founder-level engagement on the human side of AI.
Dear SaaStr: How Much of a Threat is AI to Traditional B2B Startups Today? Heres why AI is at least a partial threat to many B2B start-ups today, even if you aren’t 100% feeling it yet: AI is Table Stakes Now in Many Categories, And Soon Maybe In Every Category : AI is no longer a differentiator, its the baseline.
Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks.
AI in B2B SaaS: The Incumbent Advantage On the AI revolution in B2B software, it’s the age-old ‘startups are innovating and racing to get distribution, and the bigger companies have distribution and are racing to innovate.’ ” 2.
Their unwavering commitment to our community speaks volumes about their dedication to supporting SaaS growth and innovation. What Pylon Does : Pylon is the modern support platform built specifically for B2B companies. Pylon – Welcome Back for Round Two! SaaStrAnnual2026 #SaaStrAI #SaaS #Sponsors #DuploCloud #Pylon
Pricing Innovation: RevenueCat moved from flat fees ($120-$499/month) to a percentage of revenue model, making their tools accessible to smaller developers while scaling with larger ones. For B2B and B2D founders: Study RevenueCat’s playbook. Not bad for a “simple API” that started as a side project.
Speaker: Daniel Elizalde - Product Executive and Advisor
Unfortunately, most B2B companies go through the innovation journey using abstract terms and intangible metrics, such as “trying to reach product market fit.” To increase your chances of success, you need to drive your team through a series of clear, actionable milestones that demonstrate you are going in the right direction.
It’s not just part of the innovation budget anymore. AI Budgets Are Exploding—And Moving to Core IT Spend The Hard Data : Enterprise AI spend is growing 75% year-over-year, with innovation budget allocation dropping from 25% to just 7% of total AI spend. The B2B Implication : AI procurement has matured to enterprise software standards.
But saying yes to everything requires a systematic approach to innovation and go-to-market execution. This bottom-up innovation model ensures product ideas come from technical feasibility rather than market research alone. Innovation Process : Systematic hackathon-to-product pipelines can drive meaningful innovation 3.
Strong Market Education Both invest heavily in educating their markets: HubSpot created the inbound marketing movement through blogs, certifications, and events Monday.com uses its platform to showcase innovative work management approaches This education creates category leadership and drives organic adoption. To Focus on Tech Or Not?
revenue multiple proves strong B2B companies with real growth (and it’s strong) can still command premium exits. Most SaaS companies struggle with growth deceleration—Melio maintained momentum through revenue model innovation. It’s not just Wiz and Scale. to dominate US SMB payments. The opportunity was enormous.
Selling to developers and technical audiences requires a different approach than traditional B2B SaaS sales. While your early adopters and innovators are amazing. The days of pure top-down enterprise sales are over when it comes to technical products. Beware of the left of the chasm on the chart above.
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. Historical precedent : Companies that survived the cloud transition were those that disrupted themselves first.
But ordinary B2B VC deals are down. Overall deal count in B2B VC (and VC overall) is down again in January: Down -8% from December Down -64% (!) AI is leading to an explosion in innovation and some of the fastest growth weve ever seen in B2B. Bread-and-butter B2B companies, assume funding is harder even than last year.
But my view has been that while AI spend is a way of innovation like we haven’t seen since mobile exploded, at the same time, there is only so much budget in the end. I see it happening a bit myself in classic B2B. And you can see it in AI Mania. Where 100x, 200x, even 300x ARR deals are the norm for the hottest deals.
The current wave of layoffs, a difficult component of the innovation boom/bust cycle, differs from the previous years’ dynamics. B2B companies have reduced headcount to a greater extent than at any time since 2020. In the last three years, B2C startups’ ratio of layoffs have dwarfed B2B layoffs. in 2021, & 6.9x
One of the hottest topics in AI for B2B is around outcome-based pricing. Most of us should innovate on product, not on pricing. I worry its the cart driving the horse. What do I mean? But at the end of the day, 99% of us have to use proven, organic price points. Thats the least friction and easiest way to close the deal.
B2B founders and sales agents feel pressured to keep up with the rapidly evolving market. SaaS companies must implement flexible and innovative sales strategies that can weather the future. The state of B2B sales in 2023 Before creating a dynamic strategy, it is essential to understand the current state of B2B sales.
It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. The SaaStr.AI
The SF Bay Area is still the epicenter of B2B and tech. Unmatched Density of B2B Talent The Bay Area has the highest concentration of SaaS founders, executives, and veterans who’ve scaled companies to $100M+ ARR, IPOs, and beyond. It’s Still the Hub for B2B and SaaS. Dear SaaStr: Should I Move My Start-Up to SF Bay Area?
At SaaStr Annual , Jamie Del Porto, Head of Account Management, shared a deep dive on how embedded finance really works for B2B companies (and beyond): The TL;DR on Embedded Finance in 2025 Embedded finance isn’t just payments anymore – it’s a massive revenue opportunity that’s transforming how SaaS companies monetize SaaS platforms (..)
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.
In 2022, you could blame the markets In 2023, you could blame "macro" impacts In 2024, you could still claim we were in a "downturn" In 2025 — you've run out of excuses — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 4, 2025 The downturn is over in SaaS and B2B. Venture Capital is Back.
Other major SaaS events include: SaaStock (Europe-focused) Gartner Tech Growth & Innovation Conference Dreamforce (Salesforces massive event) Would you like recommendations based on your specific SaaS goals? Offers workshops, networking, and investor matchmaking for startups and enterprises.
Here’s what you can expect: The SaaStr AI Summit Comes to London : Dive into the intersection of AI and SaaS with sessions from the leaders actually building the future of B2B. World-Class Speakers : Learn from the CEOs, CROs, and product visionaries behind the fastest-growing SaaS and AI companies.
Where venture capital flows, innovation follows. B2B companies have increased their share from roughly 80 to 90% over the last five years, which is a parallel to the broader venture industry. The significant growth isn’t in speculative tech, but in essential tools for manufacturing, security, and B2B.
Its the ultimate showcase of how AI is transforming B2B. Explore demos booths from 150+ sponsors and partners showcasing the latest AI, B2B and SaaS tools and solutions! Meet Your B2B Heroes! Watch live demos and see cutting-edge AI applications in B2B. We’ll even do a deep dive on how SaaStr’s own AI works!
The B2B IPO Pipeline: The Big Guns Are Loading The really exciting news? The B2B SaaS companies everyone has been waiting for are finally filing and preparing to go public: Already Filed (2025 IPOs Highly Likely) Figma – Cloud-based design platform, confidentially filed April 2025. . $21 HubSpot, Box, Shopify).
Unlock Continuous Access to the World’s Highest-Value B2B Decision Makers Forget A-tier prospects. At SaaStr, we deliver S-tier leads—the elite decision makers who control enterprise budgets and drive industry innovation. Stop settling for generic B2B marketing. ROI, $47 cost per qualified lead (vs.
The deep dive here: And G2’s summary here: In a deeply insightful G2 Reach panel, SaaStr CEO Jason Lemkin moderated an engaging discussion on the current B2B SaaS investing landscape and what we can expect in the years ahead. Deals aren’t any better or easier to get done, but some optimism is back.
Is your B2B startup now part of the past … because it was founded before 2023? In B2B and SaaS, being considered legacy after just 3-4 years seems absurd. We’re seeing a classic diffusion of innovation curve: the AI-native startups of 2023 were the innovators. No one’s coming to save you. We are early.
The event is strategically designed to facilitate 1000s of meaningful connections through 1000+ on-site “Who Do You Want To Meet” dedicated 1-on-1s for B2B founders and execs (no service providers, sorry!) VIP Networking app for B2B founders and execs attending (no service providers, sorry!)
So there’s the 10x ARR club … hard enough today in B2B and SaaS for public companies. By far the most highly valued B2B software company. It’s already #1 in B2B and SaaS today. And then there is Palantir. 78x ARR as we write this! It’s just a powerhouse right now: $3.5 24% GAAP profit margins!
The shift from “innovation budget” to “operational budget” means AI tools must compete directly with established software investments—and many aren’t winning those comparisons yet. ROI scrutiny is intensifying. CFOs who initially approved AI experiments are now demanding concrete business outcomes.
We believe that true innovation depends on hearing from, meeting with, and listening to people with a variety of perspectives and diverse backgrounds. Be actively employed at a post-revenue B2B / AI / SaaS operating company. We provide priority to less-represented women. No agencies or service providers, sorry.
PST, Bo Borland, founder, and CEO of playbuilt, shares four steps for creating repeatable success at every stage of growth, specifically in B2B Enterprise. Let’s look at Borland’s approach to aligning and executing B2B team selling motions for a rinse-and-repeat process for growth. Mapping 9-box to the buyer’s journey and team roles.
At the core of any well-organized marketing team lies the mission of creating innovative and effective marketing and sales systems for customers leading to predictable and scalable growth.
So recently we’ve done deep dives on the SaaStr pod with several of the top leading SaaS founders — and of course, asked their perspective on just where we are with AI in B2B SaaS today. He notes HubSpot like other leaders has the massive amount of customer data that makes much of B2B AI really work. A few learnings: #1.
B2B txns moving online ??APIs APIs driving innovation ??Automation This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # Hardware is turning soft, and software is empowering innovation. B2B transactions move online. . The API universe will drive innovation across all industries
SaaStr Enterprise will take everything we’ve learned from our first two digital events into a one-day event that is structured to provide high-impact and measurable value by connecting top CEOs of B2B companies from $20M – $2B in ARR with the top CIOs, CDOs, CTOs, and CXOs driving innovation in the Cloud. Apply to Attend.
While competitors innovated, our vendor’s product remained frozen in time. The SaaS Resurrection Playbook What can B2B companies learn from this dramatic turnaround? The Relationship Was on Life Support Five years ago, we adopted a social media platform that promised to automate a piece of our production. It was fine.
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