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One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? Software is so much better than it was just 24 months ago. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. We are still learning.

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The #1 Event for SaaS and Business Software: SaaStr Annual

SaaStr

Per Google: According to most industry experts, the top event for SaaS software is considered to be SaaStr Annua l ; it is widely recognized as the largest gathering for the global SaaS community, attracting thousands of founders, executives, and investors from across the industry.

Software 227
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

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SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! Aggregate quarterly net new ARR added across the cloud software universe dropped to just $1.65

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Straight Facts About PayFacs: What Every ISV Should Know

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

Many software companies are exploring PayFac-as-a-Service providers in an effort to drive more embedded payments revenue and gain greater control over the customer experience. But there are nuances in a PayFac relationship that often get downplayed – nuances that can impact the risk and resource responsibilities of software providers.

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The Mirage in the Software Clouds

Tom Tunguz

It’s not to say software spending is slowing (it’s not), or that there aren’t fast-growing businesses (they thrive in the private markets). The top quartile companies are growing at slower rates today than the bottom quartile companies in 2016. The median has never been lower in the last ten years.

Software 173
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Are Software Companies Good Businesses?

Tom Tunguz

In “Do software companies actually have good margins?”, ”, Benn Stancil makes a case for a counterintuitive point : Software companies are much less profitable than they might seem. Because the research & development costs associated with software should be part of their cost of goods sold.

Software 296
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Harness the Full Power of Integrated Payments to Drive Revenue

In today’s complex business landscape, treating payments as just a software feature is a missed opportunity for significant growth and customer acquisition. Your payments integration is more powerful than you think. With the right partner, payments can become a strategy that leads to competitive advantages.

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How to Energize Customer Adoption of Your Integrated Payments Program

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

In this webinar, integrated payments veteran, Pete Uselman, discusses common challenges software companies face in encouraging customers to utilize their payment features and shares the latest tips and trends to overcome these obstacles.

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How Becoming a Payment Facilitator Improves Your Merchant’s Experience

Many business-to-business software companies were founded for a single, fundamental purpose: to improve the business solutions available to a certain industry or vertical. How does becoming a payment facilitator help them achieve this?

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SaaS Payments 101: Roadmap for Monetizing Payments

Embedded solutions have taken the software industry by storm and disrupted the traditional distribution network for financial services, like payment processing. Explore this whitepaper to learn more about the payfac opportunity and why it has never been more important to your software business.

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Take Payments Without Losing The Profits

If you are a vertically focused software company and hate giving up a big piece of your revenue pie to third parties, explore becoming a payment facilitator. Transform your business by increasing your revenue share, taking control of your merchant’s experience, and owning your risk management decisions.

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"I Love Filling Out 12-Page Applications and Waiting Weeks For a Response,” Said No Merchant Ever

For the Independent Software Vendors (ISVs) providing business solutions to their merchants, the legacy payments ecosystem does not operate in their favor. ISVs have no control over the processes that touch their merchants every day. Learn how becoming a payment facilitator can improve a merchant’s experience and your revenue.

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A Complete Guide to Embedded Payments

Gain valuable advice for evaluating and implementing the best payment strategy for your business needs. This concise overview equips software companies with the insights needed to optimize their payment ecosystems effectively. Download today to learn more!

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The Power of Co-Branding and White Labeling in Integrated Payment Solutions

This article explores the subtle yet impactful differences between third-party, co-branded, and white-labeled payment integrations, offering critical insights for software companies. Don't miss out on these valuable insights — read the full article to empower your business with the right payment solution strategy.