SaaStr

APRIL 1, 2025

Here’s what it found: Software spend will grow 19% a year the next 4 years SaaS will grow 13% a year, still substantial but lower than some Gartner estimates CIOs and enterprises are about 60% of the way in their digital transformation journey. AI driving software from 2.0% It would be the New Golden Age of Software.

AI 198

AI Software Cloud B2B 198

TechEmpower SaaS

DECEMBER 11, 2023

million software developers worldwide. tew_cta text="Do you have an idea for a software project? Or do you need help evaluating software firms? In 2023, there were approximately 26.3 This vast pool of talent showcases a wide range of experience and portfolios, quality of work, and inquisitiveness. Either way, we can help!"]

Software Development 443

Software Development Development Software Review Software 443

SaaStr

JUNE 5, 2025

The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget The pace of AI advancement has fundamentally broken our traditional frameworks for thinking about technology adoption, market timing, and competitive moats. “Markets used to tap into just software budget. ” Why?

Software Review 246

Software Review Technical Review AI Development Team Review 246

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Will the macro turn in favor of software buyers? We’ll see how the rest of software earnings shake out - but so far I’d categorize the guides / outlooks for the year as “meh” at best. Follow along to stay up to date!

Cloud 146

Cloud Software Payment Features Subscription 146

Tom Tunguz

SEPTEMBER 10, 2024

The new software GTM playbook has yet to be written. Figuring out how to consistently produce wow moments with non-deterministic software is essential. Ultimately, pricing captures 15-30% of the value the software/AI creates. But the companies who figure it out will become the next wave of massive businesses.

Software 304

Software Sales Hiring Customer Lifetime Value Scale 304

Payrix

FEBRUARY 4, 2025

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? Terms related to integrated payment technology Application programming interface (API) A set of routines, protocols, and tools that are used for building software applications.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

SaaStr

JUNE 12, 2025

ChatGPT is fast becoming the universal control plane for business software.  Or But by now connecting ChatGPT to business systems through APIs and connectors, they’ve begun to create something far more powerful: The universal control plane for enterprise software. That I’m now all-in on. It’s not just better UX.

K8S orchestration (Kubernetes) 130

K8S orchestration (Kubernetes) ChatGPT Software Review Systems Review 130

Payrix

NOVEMBER 19, 2024

In the latest episode of PayFAQ: The Embedded Payments Podcast, Ian Hillis speaks with Brad Pinneke , VP of Business Development at Payrix and Worldpay for Platforms, about one of the most important decisions software companies face today: choosing the right payments partner. How do those goals align with potential payments partners?

Payments 130

Payments Embedded Payments Payment Solutions Payment Services 130

Tom Tunguz

JUNE 1, 2024

Last week, public software markets suffered significant compression. Future revenue ramps have been the dominant driver of software valuations for the vast majority of the last decade. Some context is helpful : during the same period, total software revenue across the public companies grew from $124b to $592b.

Software 316

Software Marketing Revenue Business 316

Tom Tunguz

APRIL 28, 2024

In the last decade, the total number of venture backed software M&A by count has remained relatively constant. Nevertheless, there are huge differences between the total value created by software M&A annually. What drives the acquisition market of startups? It’s the big deals.

Acquisition 314

Acquisition Startup Venture Capital Software 314

Payrix

NOVEMBER 13, 2024

At Payrix from Worldpay, we see the potential in empowering software platforms to deliver valuable financial products seamlessly within their user experience. Meet some of our experts driving this shift for our software partners and see how Embedded Finance can enhance your platform’s revenue, customer loyalty, and growth potential.

Payments 130

Payments Finance Payment Solutions SaaS Payments 130

Payrix

JANUARY 10, 2025

Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. Check out this helpful blog: The essential elements of merchant underwriting for software companies.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

SaaStr

JULY 13, 2024

SaaS and Software Multiples Are at Near All-Time Lows — Because Growth Has Slowed We already know this, but why? Software Growth Will Bounce Back, With AI As the Accelerant Coate believes software growth will rebound, it’s just the next wave after semiconductors and infrastructure. Coate believes it’s simple.

Software 329

Software AI Scale Investment 329

Payrix

JANUARY 28, 2025

In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. remains the largest interchange and software market, Matt predicts a loosening of regulatory constraints.

Payments 130

Payments Payment Solutions Merchant Services Payment Methods 130

User Pilot

OCTOBER 19, 2024

Think of Net Promoter Score (NPS) software as a tool to measure your customers’ feelings about your product, and categorize them based on their level of loyalty (promoters, neutrals, and detractors). NPS Software FAQs What is NPS software? What is the best NPS software? The best NPS software depends on your needs.

Software Review 105

Software Review Technical Review Software B2C 105

Payrix

FEBRUARY 4, 2025

What is an integrated software vendor? An integrated software vendor more commonly known as an ISV is a software company that engages in a partnership with a payments provider in order to integrate payment processing capabilities into their platform. 3 things you should know about integrated software vendors 1.

Payments 130

Payments Payment Services Payment Solutions PayFac as a Service 130

Clouded Judgement

JUNE 19, 2024

Q1 was a very weak quarter of software earnings. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. Some software companies also have seasonality in the “payback.” net retention and CAC payback). Subscribe now What Happened in Q1?

Cloud 320

Cloud GCP(Google Cloud Platform) Software Azure 320

SaaStr

SEPTEMBER 9, 2024

Dear SaaStr: How Can I Get The Attention of Software VCs? # The post Dear SaaStr: How Can I Get The Attention of Software VCs? 1: Get Out There: Get in TechCrunch. Get on Hackernews. Get on stage at any B tier or A tier event. Get warm intros from any successful founders or seed investors you know. appeared first on SaaStr.

Software 296

Software SMB Banking Startup 296

USIO

APRIL 4, 2025

For medical billing software providers, that means delivering more than just clinical functionality. With ACH payments and card acceptance integrated directly into the medical billing software, facilities can process transactions faster, reduce outstanding balances, and better predict cash flow. Its mandatory.

Payments 130

Payments Payment Solutions Payment Services Payment Methods 130

SaaStr

OCTOBER 25, 2024

For the subsequent ten years in software, we’ve optimized every little bit of how we sell it. But today, it’s different because the kinds of software we sell aren’t the same. Six months ago, security was the number one prohibition preventing businesses and software companies from buying AI. It isn’t predictable.

Venture Capital 330

Venture Capital Marketing AI SaaS 330

Payrix

NOVEMBER 7, 2024

At Payrix from Worldpay, we have an internal team of risk management experts dedicated to helping software companies, like yours, manage payment processing, fraud prevention, and compliance. Such innovations save time and mitigate potential losses for our software partners and their users. Here’s what they want to know. compliance.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

Stax

MARCH 16, 2025

The average churn rate for the software industry as a whole is 14%. As a SaaS business leader, reducing software user churn is an important part of maintaining your customer base and increasing revenue. TL;DR The average software industry churn rate is 14%, but SaaS companies should aim for under 2%. Looking to measure churn?

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

Tom Tunguz

FEBRUARY 26, 2025

Many mid-market software companies price with the goal of revenue maximization, negotiating for the highest possible price in each sale. There are exceptions: Oracle’s database, Tanium’s security product, Workday’s human capital management software. Application software companies typically sell seats.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

Stax

JUNE 3, 2025

The term SaaS platform gets tossed around a lotbut what does it actually mean, and why does it matter for today’s software companies? In this article, we’ll break down what a SaaS platform is, highlight real-world examples, and explore key strategies to succeed in the fast-moving software-as-a-service industry.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Payrix

MAY 29, 2025

As a software company committed to your customers, you want to do everything you can to set them up for success. 60% of merchants (your software customers) cited adverse effects on their companys reputation, staff workload, and expenses associated with tracking and resolving failed payments. 02 What causes a false decline?

Payments 100

Payments Embedded Payments Payment Solutions Merchant Services 100

Payrix

APRIL 28, 2025

That expectation has driven software companies to build and grow their platforms rooted in customer centricity. As the demand for seamless platform experiences intensifies, theres only one way for software companies to effectively deliver on customer-centric strategies: with a digital-first approach.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

SaaStr

NOVEMBER 12, 2024

Because valuations are as high as ever, and yet … public software multiples are far, far, far lower than 2021. Battery does believe it’s possible AI can 4x the spend on software and software infrastructure by “stealing” another $3 trillion in spend from service and labor displacement. in 2021 to 23.4x

Startup 290

Startup Cloud AI Mobile 290

SaaStr

NOVEMBER 27, 2024

Its product provides software to spas and salons but it’s not new (the first salon software came out in the 80s), and neither is a lot of the vertical software getting hot today. 10-15 years ago, salon and spa software was essentially a calendar with bells and whistles. readily available that didn’t exist before.

SaaS Payments 256

SaaS Payments Payments Payment Solutions Payment Services 256

SaaStr

DECEMBER 1, 2024

I think Lotus Software (of 1-2-3 fame) must be close. It shipped Lotus 1-2-3 in January ’83 and sold $50m in software in its first year on the market — that must be $100m+ in today’s $$$. “No software” and the internet are great. Versus, apparently, a plan for $1m in revenues the first year acc.

Startup 259

Startup Finance Software Metrics 259

SaaStr

JANUARY 11, 2025

"Software engineers working in AI earned 48% more than the average software engineer at the company, according to a payroll spreadsheet shared with BI."

Engineering 280

Engineering AI New CTO CTO 280