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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

Category Analysis: The New SaaS Hierarchy Tier 1: AI + Government = Money Printer Average Return: +165.2% The Government AI Arms Race Every government agency suddenly has unlimited AI budgets. Expect 3-5 companies to go from unknown to $10B+ valuations based purely on government AI contracts. It’s already started.

B2B
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

But perhaps more impressive than these numbers is how Co-Founder and CTO Arvind Nithrakashyap has positioned the company at the intersection of two of enterprise software’s most critical trends: cybersecurity and artificial intelligence. This committee evaluates AI tools and use cases for security and compliance before deployment.

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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

These deals highlight the critical importance of database infrastructure in powering next-generation AI applications and signal an accelerating consolidation trend in the B2B and SaaS industry. ” Snowflake’s Enterprise-Focused Approach Snowflake’s strategy targets enterprise customers and government agencies.

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2025 IT trends to keep an eye on

BetterCloud

With a focus on streamlining operations and enhancing security, emerging IT trends prove 2025 will be a doozy. This includes discovery, procurement, user provisioning and deprovisioning, usage optimization, user automation, and data governance. Anyone else feel like 2024 breezed by?

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88% of B2B IPOs Have Founder CEOs. And Those Ones Do Far, Far Better

SaaStr

The Trend Continues: Almost 90% of B2B IPOs Have Their Founders Still as CEO Why founder leadership through public markets remains the overwhelming norm in enterprise software The data is unequivocal: when B2B software companies go public, they almost always keep their founders as CEO. Public markets consistently reward founder leadership. #2.

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

SaaStr

commercial revenue surged 71% as Artificial Intelligence Platform (AIP) gains enterprise traction Deep government/defense roots benefit from heightened geopolitical tensions worldwide Clear AI differentiation has made it indispensable for data-driven decision making How AI Led Palantir From Slow Growth (13%) to Hypergrowth (49%!)

AI
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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

” Spotting Early Trends : “If you take this ability to not follow the herd and the experience, you can spot trends. When a trend is early, everybody thinks you’re wrong. I’d always done general software things – database software, mainframes, PeopleSoft, Salesforce.com platform for everybody.”