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Here are the questions we sought to answer by analyzing anonymized subscription data for transactions across various Asian countries (excluding broader “APAC” regions like Australia, New Zealand, and Indonesia): How do customers in Asia’s growing markets prefer to manage their SaaS subscriptions?
When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. No one else was even building anything like this.
We go to market with our platform in three ways: Core, Pro and FinTech products. ” Market Opportunity From the S-1: “In the United States and Canada alone, end customers spend approximately $1.5 Today, we serve trades and markets that represent approximately $650 billion of the total $1.5
To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Not every company reports subscription revenue, so they’ve been left out of the analysis (or I’ve estimated their % subscription revenue). What I’ve shown below is the market-adjusted stock price reaction.
Discover how recurring payments are reshaping industries beyond simple subscriptions, driving a $1.5 trillion market. Learn the crucial strategies for building scalable, secure, and seamless recurring payment infrastructure to boost customer retention and fuel growth.
Fresh data from Ramp’s AI Index suggests that the meteoric rise in business AI spending might be showing signs of deceleration, raising questions about whether we’re witnessing market maturation or beginning to hit a potential adoption ceiling: The numbers tell a nuanced story. While overall AI penetration among U.S.
A lot of you reading SaaStr are probably more B2B SaaS oriented and may not be paying attention to the consumer market, but it’s already massive and is continuing to grow quickly. In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us.
In either case, you’ll likely hit up Google for an influencer marketing tool. Choosing the right platform for your influencer marketing efforts can be overwhelming—not because of a lack of options, but because there are so many to choose from. But with so many options available, how do you choose?
18B market cap, so ~6x ARR Net net it’s a story of new customer growth of 7% combined with slowing NRR of 106%. The Gross Margin Ceiling Discovery The Numbers : Non-GAAP subscription gross margin plateaued at 83.9% That math combines roughly to 12% growth. 5 Interesting Learnings: The Core 5: Revenue & Growth Metrics 1.
Uncover the secrets driving the future of the Subscription Economy. Zuora and BCG’s latest report uncovers how hybrid pricing models—combining subscription and consumption (usage)—are fueling faster growth, especially in AI-driven sectors. Don’t miss out on the key trends shaping tomorrow’s biggest growth opportunities.
ICONIQ’s latest report, surveying 205 GTM executives in April 2025 , reveals a market splitting in two: AI-forward companies pulling dramatically ahead while traditional SaaS companies struggle with flat growth, longer sales cycles, and declining conversion rates. vs $8.7K), and dramatically leaner operations.
It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. This dual-market approach massively expanded the addressable market. This isn’t just another software success story.
Having joined Checkr from Google in 2022, Lindsay shared valuable insights about identifying and executing on major opportunities for improvement within an already mature go-to-market organization. Checkr’s go-to-market strategy was already well-established when Lindsay joined in 2022.
Takeaway : Sometimes the fastest path to market dominance is making your potential competitors into distribution partners. Learning #4: Israeli Tech Talent + US Market Focus = Winning Formula Melio’s 600+ employee split (200 in NYC, 400 in Tel Aviv) optimized for both market proximity and engineering talent density.
Usage by individuals then drives companies to purchase subscriptions or licenses. An approach to tackling the interdependent decisions of which problems to solve, to what degree, and for whom in a competitive market. A product-led company is one that grows through user adoption and word-of-mouth recommendation.
ARR with 50% growth at that scale 500+ customers consuming at over $1 million annual revenue run-rate 80%+ subscription gross margins (infrastructure companies dream of margins like this) Free cash flow positive for the first time 140% Net Revenue Retention (top decile performance) Growing Twice as Fast As Comps When you’re doing $3.7B
And now, engineering and distribution (go-to-market) constraints are greatly reduced with AI. Whether it’s automated content generation (ie marketing content), AI SDRs and AEs, data enrichment funnels, etc it’s now possible for companies to scale their brand / distribution incredibly quickly. Someone can always catch you.
Social media marketing is more complicated than ever. Here are the top 12 courses to improve your social media marketing skills. Here are the top 12 courses to improve your social media marketing skills. Meta Blueprint : for learning about the basics of digital marketing, Facebook, Instagram, and ads.
By BluLogix Team Navigating Complex Pricing Models in the Subscription Economy Introduction In the subscription economy, Managed Service Providers (MSPs) must adapt to increasingly complex pricing models to meet the evolving needs of their customers. Gone are the days of simple, one-size-fits-all pricing.
Artificial intelligence is transforming digital marketing by empowering us to do our best work. The right AI marketing tools will help you automate repetitive tasks, make data-driven decisions, and unblock your creativity. The shift to AI-powered marketing has been dramatic.
By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. Subscription management platforms simplify this process by capturing and storing consent records.
This week we have Rik Haandrikman, VP of Marketing at RevenueCat! #1. We’re on Salesforce , use Crossbeam for account matching with partners (big fan), and have connected SFDC to 6Sense for Account- and Intent Based Marketing. The post My App Stack: Rik Haandrikman, VP of Marketing at RevenueCat appeared first on SaaStr.
You've got big marketing dreams but a not-so-big budget? After 12 years of marketing for bootstrapped brands, I've learned that you don't need to spend a fortune on fancy digital marketing tools to see results. A lot of these marketing software offer free or low-cost versions. Let me guess.
Under his leadership, the company has developed innovative AI-powered solutions for restaurant websites, online ordering, CRM, and marketing automation. As the technology continues to evolve, companies must stay agile and responsive to changing market needs while ensuring their AI implementations deliver real value to their customers.
The IPO market has been … on fire in 2025. initial public offering on Friday, becoming the latest enterprise software company to test increasingly receptive public markets. They signal a company systematically preparing for the scrutiny and operational demands of public markets. But we may have our first.
By Inga Broerman How Industry Consolidation is Reshaping Subscription Billing The subscription economy is on a path of rapid growth and transformation, projected to reach a $3 trillion valuation in 2024. This trend creates formidable competitors with comprehensive offerings that can dominate markets.
revenue share earns you $400,000 —on top of your subscription revenue. And Shopify , which started as a simple ecommerce SaaS, now earns more from payments (via Shopify Payments) than it does from monthly subscriptions. The SaaS Market Is Booming—And So Are Payments The global SaaS market is on a rocket ride.
By Inga Broerman How Usage-Based Pricing is Transforming Subscription Billing The subscription economy is undergoing a transformation, driven by the rising popularity of usage-based pricing. The days of flat-rate subscriptions being the default option are gone. Your ERP cannot bill usage subscriptions.
The current public market environment might look like a great SaaS crash for many people. In this week’s Workshop Wednesday , Salesforce Ventures Investor, Jessica Bartos, shares the 5 metrics every SaaS company should care about in any market environment, especially the one we’re currently in. Why is this market different than others?
By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy.
In this latest episode of CRO Confidential , Sam Blond, Partner at Founders Fund and former CRO at Brex, sits down with the CRO of Zapier, Giancarlo Lionetti (GC), to chat about Product-Led Growth (PLG) and Go-To-Market (GTM). In a product-led growth strategy, the product serves as the focal point of your company’s marketing and strategies.
In this episode of Growth Stage, we interview gaming D2C and creator marketing expert Justin Sacks of Nexus about his thoughts on: What winning strategies AAA and AA publishers use for D2C in mobile. Justin Sacks (02:08) Taking me back, I think I got a summer job in high school so that I could pay for my own WoW subscription.
Don’t create your own entity structure around the world, but be treated as a non-local business in the majority of the markets in which you sell. Even if you choose to create your own entity structure, you will need to work with many PSPs (or legal entities) to be treated as a local business in each market.
Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up! Why was there such a sharp market reaction this week? Market valuations were also starting to get stretched, so the commentary from the Fed around rates certainly spooked the markets.
The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once. In the case of SaaS subscriptions, this could take several months—or even years.
They build organically, but also acquired their way into new products and markets. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. A while back companies companies built platforms through M&A. Top 5 Median: 18.4x
What “Truly Great AI” Actually Means I’m not talking about slapping a chatbot on your landing page or adding “AI-powered” to your marketing copy. This requires product leaders who viscerally understand the technology, not just the market opportunity. Even if your existing customers aren’t leaving.
AI Speakers: CEO Snowflake + CEO Observe: Where B2B Applications Are Going CEO Box Aaron Levie: AI, Agents and The Next Era of SaaS COO Google Cloud Francis deSouza: Hyperscalers: The Future and More CTO Rubrik: Co-Founder & CTO, Arvind Nithrakashyap CTO Neo4j: Philip Rathle (Valuation $2B+): How Revolut Left Salesforce and More: Rolling Your (..)
The public markets can often be quite confusing (and different) from private markets. Yet many individuals don’t really start paying attention to the public markets until they have to (their company get’s close to going public). This gives us an implied market cap.
You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. 4: High-end sales teams Increasingly, SaaS organizations leverage inside sales teams, since selling subscriptions is easier and less of a commitment than selling enterprise software. 3: Make onboarding seamless.
Subscription backlog up 19.7%, to $25 Billion (!). 27%+ Free Cash Flow margins, 26% non-GAAP profit margins, and $8 Billion in the bank, so generating massive cash $57 Billion market cap, so trading at 6x+ ARR Workday is 20 years old this year. So a huge amount of revenue booked but still to come.
220m in ARR, $13B market cap. Shopify has exploded to $3B+ in ARR and a $135B Market cap, growing an incredible 96% during Covid. You pay a subscription for websites to help you sell stuff. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions. Only half does.
How will you be taking this to market? eCommerce Does your startup run on a subscription model? How many kinds of subscriptions do you support? What are the rules for subscriptions? Often this ties to marketing support. How do we prioritize internationalization versus getting something to market?
market cap (12x ARR) This is what a 12x ARR vertical B2B leader looks like today. This efficiency is driven by their tailored go-to-market engine, which includes high-velocity inbound marketing, strategic partnerships with private equity firms, and a dedicated sales team for upselling Pro products and FinTech solutions.
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