article thumbnail

How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

Edge security (Cloudflare) = essential and growing Endpoint security (CrowdStrike) = recession-proof Zero trust (Zscaler) = must-have architecture Identity management (Okta) = nice-to-have that’s getting commoditized Tier 5: Post-Pandemic Normalization Average Return: -15.5% Tier 4: Security (Mixed Results) Average Return: +7.9%

B2B 256
article thumbnail

The Midas List Live (Video + Transcript)

SaaStr

A discussion about venture capital and the effects Covid-19 has had on in the industry. Join Nicole Quinn, General Partner at Lightspeed Ventures, Ann Miura-Ko, Founding Partner at Floodgate, and Alex Konrad, Senior Editor at Forbes as they talk about what they have seen in the industry lately and how they are moving forward.