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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

Q1 revenue growth: 39% US commercial: +68% growth Government contracts flowing like water NATO partnerships expanding The insight : When you combine AI that actually works with government customers who have unlimited budgets, you get returns that break traditional SaaS metrics. And defense contractors don’t trade at 10x revenue.

B2B 260
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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

Billion Revenue Run Rate Growing a stunning 60% $16 Billion valuation, so about 8x revenue We're back to IPOs seeming normal again That's quietly a big deal And a good thing [link] — Jason ✨👾SaaStr.Ai✨ The “Interest Rate Risk” Learning: When 99% of Your Revenue Depends on One Variable Circle generated $1.7B

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The Next Big Thing in AI Compliance: What ISO 42001 Means for Your SaaS Company with Prescient Security’s COO

SaaStr

The Next Big Thing in AI Compliance: What ISO 42001 Means for Your SaaS Company The Cold Hard Truth About AI Risk in SaaS Picture this: Your product team’s AI chatbot gets breached. The Bottom Line ISO 42001 isn’t just another compliance checkbox. No protocol. Just chaos. Sound familiar? The smart play?

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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. The company later clarified it didn’t actually “replace” Salesforce with pure AI — it consolidated data onto its own tech stack using tools like Neo4j and built new interfaces.

AI Search 283
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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

The Numbers Don’t Lie: We’re in a Different Market Let’s start with the headline grabber: Circle’s 247% gain from IPO price to current trading levels. The company that filed at $24-26 per share and priced at $31 is now trading at levels that would make even the most seasoned growth investor do a double-take.

B2B 177
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A16Z: Enterprise AI Spending is Growing 75% a Year.

SaaStr

This represents a fundamental shift from experimental dollars to recurring revenue opportunity. The Price War : Google’s Gemini 2.5 Usage-based pricing still dominates with CIOs uncomfortable with outcome-based models. Flash costs $0.26/million million tokens vs. GPT-4.1 mini at $0.70/million

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Revenue Recognition: Ensuring Compliance and Accuracy

Blulogix

By BluLogix Team Revenue Recognition: Ensuring Compliance and Accuracy What is RevRec and how does it impact accurate reporting for compliance and financial integrity? Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.