article thumbnail

5 Interesting Learnings from Okta at $2.5 Billion in ARR

SaaStr

On the one hand, it’s a leader in security — a hot space that is still growing less a weed. But it’s also tied to B2B seat models and tech. While many tech SMBs are struggling, finding the gems in the SMB base that can grow into large accounts is still critical. It’s growing 19% a year at $2.5

article thumbnail

5 Interesting Learnings from Duolingo at $360,000,000 in ARR

SaaStr

The core product is very B2C, but the upgrade to paid has very SMB B2B metrics, and 80% of the revenue is subscription based. A/B testing can be harder in lower volume B2B products, but it’s a reminder we all need to do more of it. So it’s doing what Wall Street wants today. But is Duolingo SaaS?

Scale 297
Insiders

Sign Up for our Newsletter

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

article thumbnail

Forecasting Fintech’s Future and Keeping Culture Alive: A Q&A with the CEOs of BILL and Mercury

Andreessen Horowitz

Both of you sell into SMBs, which is a notoriously difficult segment. One of the holy grails of SMB software is, how are you going to acquire customers? Immad: I find it funny that everyone complains about the difficulty of SMB and consumer customer acquisition, but ironically, SMB and consumer companies are some of the most valuable.

article thumbnail

5 Interesting Learnings from New Relic at $650,000,000 in ARR

SaaStr

Those of us who’ve been around a while think of New Relic as a freemium and almost SMB tool, but today 77% of their revenue comes from accounts greater than $100k. In New Relic’s case, moving from subscription to consumption based usage has increased net revenue 15%. The multiples just don’t support it.

Scale 307
article thumbnail

Top 25 SaaStr Podcast Episodes from 2020

SaaStr

These 25 episodes dive into extremely important topics including how to build a B2B revenue model engineered for rapid growth, how to take care of your team in times of turmoil, and more. SaaStr 309: David Skok on The 9 Stage Model To Get A B2B Company To Get Repeatable, Scalable & Profitable Growth.

Scale 251
article thumbnail

Using PLG and Sales Led Growth Together to Drive Exponential Results

FastSpring

And it’s like PLG, supposed to replace Sales Lead growth, but that doesn’t really work in b2b. And then it started to move into these new kinds of contexts of b2b. And so I would say like, I think there was this, like, started with consumer moved into the b2b context. What does Sales Lead growth mean to you?

Scale 150
article thumbnail

SaaS metrics aren't just for investors. You need them, too.

SaaSOptics

often talk about B2B SaaS metrics from the perspective of what investors want. Expansion ARR/MRR – existing customers who expanded their subscriptions or licensed additional products or modules. Contracted ARR/MRR – existing customers who downgraded their subscription. Metrics fill that gap. to uncover trends in specific groups.

Metrics 91