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Going Multi-Product in the Age of AI with Webflow, Rubrik, Zoom, and ProductBoard

SaaStr

Risk Management: For companies like Rubrik working in sensitive areas like cybersecurity, ensuring AI recommendations are highly accurate and safe is crucial. Pricing Strategy : Consider whether AI features should be packaged as part of existing products or as separate offerings, based on how value scales with usage.

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MNTN and Hinge Health IPOs: No, You Don’t Need $500m ARR to IPO. But You Do Need ~50%+ Growth

SaaStr

Identity/Security Software Faces Headwinds SailPoint’s underperformance reflects broader challenges in the cybersecurity software space, possibly due to market saturation or economic pressures on IT spending. These tend to have high switching costs and very durable recurring revenue models.

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5 Interesting Learnings from Rubrik at $920,000,000 in ARR

SaaStr

The demand for cybersecurity products that work remains unbowed! 114 $1m+ ARR Customers Cybersecurity often swings big here. No “Downturn” or Macro Impacts in Cybersecurity, But Deals Take Longer to Process Cybersecurity demand is stronger than ever. Most likely because it’s not cash flow positive yet.

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The Latest SaaS IPO is a Re-IPO. Expect More of Them

SaaStr

Why wasn’t there more buzz? It’s a good one: $813m in ARR Growing 25%+ (financials are a bit complex) 114% NRR Very profitable (Rule of “44”) With the founder still CEO after 20 years!!

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Vista: Across $24 Billion in ARR, We’re Not Seeing a Broad Slowdown. But There Are Pockets.

SaaStr

“So we're seeing some slowdown in certain sectors and, frankly, acceleration in others, things like low-code, no-code environments, productivity, cybersecurity to protect the enterprise …. Some sectors aren’t seeing any slowdown, like cybersecurity, productivity and “no code” This is also what I’m seeing.

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How to Know When It’s Time to Hire a CISO with Adversarial Risk Management Founder Jerry Perullo and SafeBase Director of Strategy and Operations Macy Mody (Video)

SaaStr

As the world becomes increasingly digital, cybersecurity becomes increasingly critical. The first big investment in cybersecurity you should make is hiring a CISO. The primary reason to hire one is that you care about cybersecurity. Where to Begin: Cybersecurity & Privacy Governance (CyberGov). Cybersecurity Mission.

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Thanks to A-Lign, Deel, Exclaimer, Notion VC, and Vanta for Sponsoring SaaStr Europa 2023!

SaaStr

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks.