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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

The Numbers Tell the Story: Monday.com Q1 2025 : 30% growth, $282M revenue Asana 2024 : Single-digit growth, struggling with churn Mostly Same Product Category, Mostly Different Customers Both companies build “work management” software. ” They’re digitizing their core business operations for the first time.

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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

The results may change how you think about building software. What this means for founders : If you can get security clearances and build something the Pentagon needs, you’re not in software anymore—you’re in the defense contractor business. TL;DR: The SaaS market has clearly bifurcated in 2025.

B2B 243
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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

The B2B / SaaS Parallel : Many SaaS companies build their entire business on one pricing model, one customer segment, or one distribution channel. The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015.

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

SaaStr

Company Snapshot: Founded : January 2014 (11 years) Current ARR : $1.09B+ (Q1 FY2025) Growth Rate : 39% YoY ARR growth, 47% revenue growth NPS Score : 80 (exceptionally high for enterprise software) Net Revenue Retention : 133% (as of Jan 2024) Customers : 2,246 customers with $100K+ ARR contracts IPO : April 2024 on NYSE (RBRK) at $5.6B

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Why Sales Tax Compliance Matters for Growing SaaS Companies

SaaStr

And, when you do, do you even think about sale tax compliance? As you scale up, it’s essential to ensure that your sales tax management process is accurate and automated, so you don’t run into compliance issues in the future. . Let’s explore a few more ways in which sales tax compliance could impact your growing business.

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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. ‘Look, here’s enterprise software. What are you doing?

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

Industry observers like Josh Bersin remain skeptical about replicating complex systems like Workday’s payroll and compliance frameworks. Business Intelligence & Analytics Threat: Real-time AI analysis vs. static dashboards Problem: Most BI tools still require human interpretation 4.

AI Search 282