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

SaaStr

Multi-Model Deployment Is Crushing Single-Vendor Strategies The Hard Data : 37% of enterprises now use 5+ models in production (up from 29% last year). The Price War : Google’s Gemini 2.5 million tokens vs. Usage-based pricing still dominates with CIOs uncomfortable with outcome-based models. Flash costs $0.26/million

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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. While competitors debated how much to invest in AI, Palantir made it their primary growth engine, restructuring their entire go-to-market strategy around AIP bootcamps and AI-driven customer success.

AI Search 283
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Dear SaaStr: What Are Some Tips For Shortening Enterprise Sales Cycles?

SaaStr

A bit more on that here : How to Cope With Long Sales Cycles But there are plenty of things that help : Hire a VP of Sales with Enterprise Experience : A great VP of Sales who’s closed deals at your price point can shave months off your sales cycle. But with these strategies, you can make them as short as practical. Show Up in Person.

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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. I get to set the price of the apples because they’re my apples.

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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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What is Vertical SaaS?

Stax

Targeted marketing strategies. Functionality Vertical solutions are built with industry-specific workflows and compliance needs in mind. Leaner go-to-market Vertical SaaS doesn’t need to be everything to everyone—so you can focus your GTM strategy on the channels and messaging that actually convert.