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5 Interesting Learnings from Okta at $2.75 Billion in ARR

SaaStr

5 Interesting Learnings: The Core 5: Revenue & Growth Metrics 1. The $100K ACV Customer Metric That Matters Most The Numbers : 4,870 customers >$100K ACV (+7% YoY) generating the majority of Okta’s $2.75B ARR. The Bonus 5: Operational Excellence Metrics 6. That math combines roughly to 12% growth.

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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 her leadership, Alloy Automation has pioneered the use of AI to streamline API integration and documentation processes.

AI
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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

Strategic Moves Signal IPO Preparation Navan’s leadership appointments read like an IPO playbook. Navan represents something different: a mainstream B2B software company with enterprise clients and subscription revenue models that institutional investors understand. But these were largely specialized or consumer-adjacent plays.

B2B
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Clouded Judgement 6.6.25 - How to Spot ERR

Clouded Judgement

ARR (annual recurring revenue) is a hallmark SaaS metric rooted in predictability. However, many companies misuse ARR and count forms of non-recurring revenue as ARR, confusing the metric. I created this subset to show companies where FCF is a relevant valuation metric. they often don’t have a long-term plan.

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Clouded Judgement 6.13.25 - The Battle for Data Ownership

Clouded Judgement

SRE teams get alerts in Slack and kick off remediation IT teams respond to tickets Sales reps run deal threads Leadership teams share updates, decisions, context Slack is a goldmine of institutional memory and real-time workflows. I created this subset to show companies where FCF is a relevant valuation metric. And this matters.

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How SaaS Pricing Evolves Across Different Company Stages

Sales Hacker

Value Alignment: Pricing starts to align with the value customers perceive, often measured in metrics such as usage, number of seats, or specific features. The Scaling Stage: Building Market Leadership The scaling stage is where a SaaS company seeks to solidify its position as a market leader.

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June 30, 2025: The Date Where If Your Team Hasn’t Rolled Out Truly Great AI Into Production Yet… It’s Time to Reboot the Team

SaaStr

If your engineering team, your product team, or your leadership team hasn’t shipped meaningful AI capabilities into production by now, that have led to a material increase in revenue — you don’t have a strategy problem. That requires leadership that understands both the technology possibilities and the market implications.