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5 Interesting Learnings from ServiceTitan at $840,000,000 in ARR

SaaStr

ServiceTitan, the operating system for the trades, continues to scale impressively, with $772M in FY25 revenue, $800m+ ARR and a clear path to $1B ARR. Net Dollar Retention >110% and GDR of >95%: The Power of Being a True Operating System ServiceTitans NRR consistently exceeds 110%, even with SMB-heavy customers.

Payments 147
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The Ultimate Guide to Ecommerce Payment Solutions

Stax

But launching your eCommerce store is just half the equationaccepting payments efficiently and effectively is a whole different ball game. On the surface, it seems effortless, with customers only taking a few seconds to initiate and complete payments. The eCommerce payment solution infrastructure involves several key players.

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5 Interesting Learnings From Wix at $1 Billion+ in ARR

SaaStr

They want a slick site that does more, from eCommerce to payments to marketing and more. And SMBs are back in SaaS. While their core web site “Creative Subscriptions” are growing at a still impressive 23% year-over-year, their Business Solutions segment with ecommerce and more are growing 60% year-over-year at $200m in ARR.

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5 Interesting Learnings From Bill at $1.4 Billion in ARR

SaaStr

And with that, it seemed a good time to dig in with one of the great SMB leaders Bill. With a super impressive 111% NRR from SMBs. Only 20% of Revenue from “SaaS”, 80% From Transactions and Float (Fintech) Bill started off 100% SaaS, and slowly and deliberately added payments. Grab the final tickets here!!

Payments 297
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5 Interesting Learnings from Shopify at $6.8 Billion in Revenues

SaaStr

Software Important. Overall subscription solutions revenue is up just 21%, while payments and merchant solutions are up 35% — from a much, much larger base. #2. 80% Margins on Software, But Just 38% on Payments and Merchant Solutions = 49.3% Gross Margins Overall This is the #4.

Payments 298
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5 Interesting Learnings from Lightspeed Commerce at $750,000,000 in “ARR”

SaaStr

So one large category of software spend is on Point of Sale systems. But “POS” systems and software are everywhere, and are a lot more than just Toast and Square. But “POS” systems and software are everywhere, and are a lot more than just Toast and Square. But the margins are tough.

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5 Interesting Learnings from Squarespace at $700,000,000 in ARR

SaaStr

Squarespace may be more design-focused, Wix the somewhat more cost-effective solution. Monetizing ecommerce via subscriptions, but not payment processing. Rather, it charges for software subscriptions to take payments on its websites. But it doesn’t monetize the payments themselves directly very much.