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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce. They’re growing 2-3x faster than traditional horizontal SaaS. Many are doing pretty, pretty, well. At Least Right Now.

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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. Automate (Because Manual Doesn’t Scale) Smart SaaS companies are using platforms like: Vanta Drata Secureframe Why? No protocol.

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

SaaStr

So Circle is the latest tech IPO and it’s not really B2B or SaaS per se — it’s a fintech that issues and manages “stablecoins” Cypto that converts 1:1 to U.S. ✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. Compliance debt is real debt.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. Meanwhile, SaaS — our tried-and-true darling — is projected at $295 billion with a “mere” 18.4% year-over-year.

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Unlock the Secrets: How These Top SaaS Leaders are Transforming Payments into Profit

Speaker: Speakers: Robin Eissler, BoosteHub & Cory Benn, PracticeSuite

Join us for an exclusive session with Robin Eissler from BoosteHub and Cory Benn from PracticeSuite as they reveal their secrets to leveraging payments within their SaaS platforms. Learn how they increased their company valuation by up to 300% and generated over $700,000 in additional revenue.

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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

We analyzed every major public SaaS company’s YTD performance through just about the end of the first half of 2025. TL;DR: The SaaS market has clearly bifurcated in 2025. Traditional horizontal SaaS faces big headwinds (Salesforce -18%, Asana -31%). And defense contractors don’t trade at 10x revenue.

B2B
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.

AI