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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

ServiceNow (+12.3%) Datadog (+15.4%) Snowflake (+9.8%) These companies have one thing in common: Enterprises literally cannot function without them. These are supposed to be the “safe” enterprise plays. The CFO Software Audit Enterprise software budgets are getting scrutinized like never before.

B2B 260
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Year of “Enterprise AI” One of the biggest challenges facing AI systems in enterprises today is the “last mile” problem: how do you make AI both reliable and accurate for specific enterprise use cases?

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. As adoption moves to more traditional enterprises and more complex applications, the time from evaluation to implementation has stretched considerably. The AI adoption party might be slowing down—at least temporarily.

AI 275
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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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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

These deals highlight the critical importance of database infrastructure in powering next-generation AI applications and signal an accelerating consolidation trend in the B2B and SaaS industry. With this news, we will be introducing Snowflake Postgres: enterprise-grade, AI-ready, and fully managed.

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🚀 Top 5 SaaStr Learnings from G2’s 2025 Buyer Behavior Report: You Gotta Be AI

SaaStr

The Mega-Deal Era Is Over — Enterprise deals are clustering in the $100K-$150K range The Shift : Enterprise deals are clustering in the $100K-$150K range (down from ZIRP-era budgets) The New Model : 39% of buyers prefer pay-as-you-go pricing. Lead with integration capabilities and security compliance, not just business outcomes 5.

AI Search 147
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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

from IPO price Key Learning : Enterprise financial software with strong integration capabilities can command solid premiums in the CFO-focused market The 5 Critical Metrics Every B2B Leader Should Track for IPO Readiness Based on analyzing these successful (and not-so-successful) public companies, here are the metrics that matter most: 1.

B2B 177