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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

Veeva (+18.5%) ZoomInfo (+7.4%) Veeva continues to prove the vertical SaaS thesis: Deep pharma/life sciences expertise Regulatory compliance built-in Switching costs approaching infinity AI integration that actually matters The lesson : Horizontal is commoditized. Tier 3: Vertical Specialists Average Return: +15.3%

B2B
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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape. Takeaway #2: Inflation and surcharging compliance Ella highlighted the rising importance of surcharging as a response to inflation and escalating operational costs.

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

SaaStr

Lead with integration capabilities and security compliance, not just business outcomes 5. Your real buyer is probably the VP of Marketing or Head of Sales who can approve a $75K annual spend without CFO sign-off 7. They’re 12-18 months ahead of Western markets in adoption curves 9.

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The Role of Digital Disbursements in Enhancing Vendor Relationships

USIO

Digital disbursements offer features like same-day or next-day payment options, allowing vendors to manage their finances more effectively. Enhancing Vendor Relationships with Data Insights Digital disbursement platforms often come equipped with analytics tools that provide valuable insights into payment trends.

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

SaaStr

Learning #3: Security/Compliance Isn’t a Sure Thing SailPoint’s negative returns remind us that even “essential” categories like identity management can struggle if execution falters or competition intensifies. at $47-55 range, priced at $40 Current Performance : +250.4%

B2B
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How Do SaaS Companies Actually Make Money from Payments?

USIO

The trend is clear: embedding payments is a smart monetization strategy that’s become table stakes for platforms that want to grow fast. Combine that growth with the rise of embedded finance, and you’ve got a recipe for explosive monetization. The SaaS Market Is Booming—And So Are Payments The global SaaS market is on a rocket ride.

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Where’s the Revenue Share We Were Promised from Embedded Payments?

USIO

If you’re a SaaS CFO or finance leader who decided to monetize payments, the pitch probably sounded like a no-brainer: embed payments, flip the switch, and watch a new revenue stream flow in. This is one of the most common frustrations we hear from finance leaders across the SaaS ecosystem. You signed the agreement.