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MongoDB at $2B+ ARR: 5 Epic Learnings from Q1 2026 That Every B2B Leader Should Study

SaaStr

How They Did It (The MongoDB Method): Disciplined hiring during the 2022-2023 downturn Revenue scale (easier to leverage fixed costs at $2B+ revenue) Product mix shift (Atlas has better unit economics) AI automation (reducing operational overhead) The Critical Insight : MongoDB didn’t sacrifice growth for profitability.

Scale 267
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Welcome Back Duplo Cloud & Pylon to SaaStr Annual 2026! 🎉

SaaStr

They provide a comprehensive solution that automates cloud infrastructure management, enabling development teams to deploy, scale, and manage applications without the traditional DevOps overhead. What Duplo Cloud Does : Duplo Cloud is the DevOps automation platform that eliminates infrastructure complexity for fast-growing companies.

Cloud 241
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5 Interesting Learnings from Okta at $2.75 Billion in ARR

SaaStr

So Okta rose to rapid growth and IPO as the stand-alone leader in enterprise identity for apps, acquired Auth0 to own it for developers, and now coming up on $3 Billion in ARR, it has settled into a more mature state: $2.75B in ARR Growing 12%, projected to slow to 10% Non-GAAP operating margins of 27% Free Cash Flow margins of 35% (!) $18B

Scale 235
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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Under his leadership, the company has developed innovative AI-powered solutions for restaurant websites, online ordering, CRM, and marketing automation. Under his leadership, DoNotPay has pioneered the use of AI for consumer advocacy, including developing sophisticated AI negotiation systems.

AI 222
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What is Vertical SaaS?

Stax

Vertical SaaS companies often focus on developing solutions for complex or underserved industries that have typically been ignored by bigger software companies. The benefits of vertical SaaS include improved functionality, greater cost savings, and increased operational efficiency. Targeted marketing strategies. through 2034.

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Who Should Marketing Report To? What 3,000+ Companies Actually Do (And Why It Matters)

SaaStr

What the Numbers Really Mean The Product-Led Growth Signal : The dramatic rise in marketing reporting to a CPO (3% → 21%) reflects the shift toward product-led growth strategies where marketing and product development are deeply intertwined.

Scale 185
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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. As the Embedded Payments industry continues to evolve, platforms must balance innovation with compliance, operational efficiency, and a focus on delivering exceptional customer experiences.

Payments 130