July, 2025

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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

Overall, public B2B companies are struggling, with growth falling to new lows. But that’s overall. The ones selling outside of tech? Many are doing pretty, pretty, well. TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce.

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Figma's S-1: A PLG Powerhouse

Tom Tunguz

Yesterday, Figma filed its beautifully designed S-1. It reveals a product-led growth (PLG) business with a remarkable trajectory. Figma’s collaborative design tool platform disrupted the design market long-dominated by Adobe. Here’s how the two companies stack up on key metrics for their most recent fiscal year: Metric (2024) Figma Adobe Revenue (YoY Growth) $749M (48%) $21.5B (11%) Gross Margin 88.3% 89.0% Non-GAAP Op Margin 17.0% 44.5% Sales Efficiency 1.00 0.39 Adjusted FCF Margin

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How To Find CRO Testing Wins: Basic Strategy, No Hype

The Daily Egg

Brands that go to the trouble of conversion rate optimization (CRO) testing usually want to see increases to average order value and revenue per session. The post How To Find CRO Testing Wins: Basic Strategy, No Hype appeared first on The Daily Egg.

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Figma - Benchmarking the S1 Data

Clouded Judgement

Yesterday Figma filed their initial Form S-1 statement. I wrote about Figma back in Feb ‘21 for those looking for a more detailed breakdown of what the business looked like at the time (a lot has changed!). A Form S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap tabl

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Airflow Best Practices for ETL/ELT Pipelines

Speaker: Kenten Danas, Senior Manager, Developer Relations

ETL and ELT are some of the most common data engineering use cases, but can come with challenges like scaling, connectivity to other systems, and dynamically adapting to changing data sources. Airflow is specifically designed for moving and transforming data in ETL/ELT pipelines, and new features in Airflow 3.0 like assets, backfills, and event-driven scheduling make orchestrating ETL/ELT pipelines easier than ever!

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Notes from a product design vibe coding hackathon

Intercom, Inc.

In May 2025, the product design team at Intercom came together for a hackathon in our London office. Folks flew in from as far afield as Dublin, Barcelona, Amsterdam, Chamonix, and Merseyside. Our org has 30+ product designers sprinkled across the UK and Europe, so it’s always special to meet up in person. Our mission: build an Intercom-related feature, product, webpage, or experience using nothing but AI.

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Only 11% of Unicorn Exits Are IPOs Now (Down from 53%)

SaaStr

Most $1B+ Exits Aren’t IPOs Anymore. In fact, only 11% are. New research from Professor Ilya Strebulaev at Stanford University Graduate School of Business reveals a dramatic shift in how unicorns exit. The data, compiled by Stanford’s Venture Capital Initiative, shows IPO share of unicorn exits dropped from 83% in 2010 to just 11% in 2024—a fundamental restructuring of the exit landscape that has permanent implications for SaaS founders.

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Budgeting for AI in Your Startup

Tom Tunguz

For the last decade, the biggest line item in any startup’s R&D budget was predictable talent. But AI is pushing its way onto the P&L. How much should a startup spend on AI as a percentage of its research and development spend? 10%? 30%? 60? There are three factors to consider. First, the average salary for a software engineer in Silicon Valley.

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7 A/B Testing Examples (Proof that Experimentation Works)

The Daily Egg

It’s normal not always knowing exactly where to start when you’re planning to run conversion rate optimization (CRO) experiments. Even if you met the A/B. The post 7 A/B Testing Examples (Proof that Experimentation Works) appeared first on The Daily Egg.

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Clouded Judgement 7.4.25 - Happy 4th!

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Happy 4th! Just updating the tables / charts this week, I’ll be back next week with more written content. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

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Build the Case: Quantify the Real Costs of In-House Testing and QA Gaps

Underinvesting in software testing costs more than you think, and now you can prove it. This guide helps you quantify hidden costs like developer time, support overhead, tech debt, and lost revenue. Use the companion calculator to model your own data, and present your findings with a ready-to-edit presentation template. Whether you're making the case to leadership or validating outsourcing, this toolkit gives you the numbers and tools you need.

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Stop monitoring systems; start monitoring outcomes

Intercom, Inc.

When millions of conversations flow through your platform daily, reliability isn’t just a technical metric – it’s the foundation of customer trust. At Intercom, where our AI Agent Fin resolves millions of customer inquiries autonomously, reliability starts with one essential question: Can our customers do the job they’re hired us to do? This question has led us to develop what we call “heartbeat metrics” – vital signs that instantly tell us if our systems are truly serving their purp

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Embedded Payments Made Easy: From Code to Cash

USIO

Let’s be honest: payments used to be a pain. If you’re a SaaS founder, product leader, or engineer, you’ve probably stared down the barrel of a tangled payment integration wondering, “Why does something so essential feel so unnecessarily complicated?” You’re not alone. The truth is, the world of embedded payments has evolved—dramatically. What once required months of development, multiple vendors, endless compliance headaches, and the patience of a saint… can now be handled with a few lines of c

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Top 10 Interesting Learnings From Figma’s IPO Docs … That You May Have Missed

SaaStr

Beyond the obvious metrics of explosive revenue growth (48% YoY at almost $1B ARR!!) and strong unit economics … Figma’s IPO filing also reveals fascinating insights about the future of software creation, team collaboration, and platform business models. Here are the hidden gems: 1. The Great Role Blur: Designers Are Now the Minority Non-designers make up two-thirds of Figma’s 13+ million monthly active users.

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Payment processing in Canada: A roadmap for platforms eager to expand 

Payrix

The Canadian card and payments market is valued at approximately $913.4 billion, according to GlobalData , with a projected Compound Annual Growth Rate (CAGR) of over 5% until 2028, showing the strength and stability of a thriving market with significant growth opportunities for those ready to strike. The Canadian eCommerce and online payments sectors continue to thrive as well, with expectations of reaching north of $140 billion in growth by 2025, a CAGR of 17% over the past 5 years.

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Agent Tooling: Connecting AI to Your Tools, Systems & Data

Speaker: Alex Salazar, CEO & Co-Founder @ Arcade | Nate Barbettini, Founding Engineer @ Arcade | Tony Karrer, Founder & CTO @ Aggregage

There’s a lot of noise surrounding the ability of AI agents to connect to your tools, systems and data. But building an AI application into a reliable, secure workflow agent isn’t as simple as plugging in an API. As an engineering leader, it can be challenging to make sense of this evolving landscape, but agent tooling provides such high value that it’s critical we figure out how to move forward.

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Tailor Brands Review (2025)

The Daily Egg

Tailor Brands is an all-in-one business creation, management, and growth platform. It can help with everything from incorporating an LLC and creating a logo to. The post Tailor Brands Review (2025) appeared first on The Daily Egg.

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Clouded Judgement 7.11.25 - Market Musings

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Random Market Musings The last few posts have been more focused on AI developments, so I wanted to take some time this week to give a broader macro update. It’s hard to believe, but the Nasdaq and the S&P 500 are both sitting at fresh all time highs.

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New in Buffer: LinkedIn Profile Analytics

Buffer Resources

For the past couple of years, I’ve been using Buffer to build a posting habit on LinkedIn. I’ve been sharing what I’m learning, posting about work and life, and trying to stay consistent. But one thing has always been missing: a simple way to see what’s working. That’s exactly what we’re introducing today: LinkedIn Profile Analytics , now available inside Buffer.

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Usio: Leading the Future of Incentives and Rewards

USIO

Let’s be honest—when it comes to rewards, people don’t want branded mugs or “points” they’ll never redeem. They want something real. Something immediate. Something that feels like cash in their pocket. And that’s exactly why Usio’s Card Issuing and program management platform are redefining how organizations handle incentives, rewards, and disbursements.

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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SaaStr AI App of the Week: Syllable.ai

SaaStr

The Enterprise-Grade Platform That Makes AI Voice Agents Actually Work at Scale We’re proud to announce that Syllable is returning as a partner for SaaStr Annual + AI Summit 2026 , following their tremendous success and impact at our 2025 event. The Bottom Line: Syllable.ai is the first enterprise-grade platform that lets you build, deploy, and manage production-ready AI voice agents without the complexity.

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Behavioral Segmentation in SaaS: Types, Examples + How to Get Started

User Pilot

What’s your primary goal with Behavioral Segmentation? Understanding your main objective helps tailor the approach to user behavior analysis. Increasing new user activation Boosting feature adoption Improving trial-to-paid conversion How do you currently analyze in-app user behavior? The tools you use determine the depth of your behavioral segmentation capabilities.

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The 7 Best Hello Bar Alternatives That I Recommend

The Daily Egg

Looking for the best Hello Bar alternatives to build popups, banners, and opt-in messages on your website? You’ve come to the right place. In this. The post The 7 Best Hello Bar Alternatives That I Recommend appeared first on The Daily Egg.

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How To Adjust Your Content Strategy for Google’s AI Mode

The Moz Blog

Struggling to stay visible in Google’s AI-driven search? Learn how to pivot your content strategy for AI Mode and future-proof your brand’s discoverability.

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5 Ways to Improve Revenue from Integrated Payments

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

Most integrated payments providers share a percent of the payment revenue with their software partners. But, oftentimes, that revenue share is only a fraction of the true income potential software providers can realize. If you want to maximize income opportunities from your payments program, check out Wind River Payments’ webinar-on-demand.

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Webinar Recap | Scaling Payments: Strategies to Attach and Amplify Processing Volume

Stax

In today’s competitive SaaS landscape, simply acquiring customers isn’t enough. The real key to sustainable growth and increased revenue lies in maximizing payment attachment – the adoption and usage of integrated payments by your existing customer base. This powerful concept moves beyond just selling software; it transforms your platform into the central hub for your customers’ financial operations, creating deeper value and unlocking significant revenue streams.

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5 different paths to launch AI agents (with examples)

Sales Hacker

Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ to scale their companies and careers. GTMnow shares insight around the go-to-market strategies responsible for explosive company growth. GTMnow highlights the strategies, along with the stories from the top 1% of GTM executives, VCs, and founders behind these strategies and companies.

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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. Started as “Salesforce for Pharma” in 2007, now the essential technology backbone for companies bringing medicine to market.

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20 Welcome Email Templates and Real-life Examples

User Pilot

I’ve tested a ridiculous number of SaaS products over the years, which means I’ve ended up in just as many onboarding sequences. After going through thousands of these customer email templates, I’ve got a clear sense of what makes a welcome email worth opening (and what makes it easy to ignore). So, I put together this guide where you can find templates you can swipe, and real-life examples with notes on what they do well and what could be better.

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SaaS Essentials: Failed Payment Solution Guide

For SaaS businesses, improving retention is one of the easiest and most effective ways to drive revenue and profits. With a clear link between failed payments and customer churn, having a robust failed payment recovery solution isn’t optional—it’s essential. Achieving your retention goals starts with the right solution.

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How to Scale Marketing Personalization Without Losing Authenticity

The Daily Egg

Have you ever felt like brands are talking at you instead of to you? Today’s audiences expect more than a generic message. They want relevance, The post How to Scale Marketing Personalization Without Losing Authenticity appeared first on The Daily Egg.

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Ad Hijacking: The Hidden Threat to Your Paid Ad Campaigns

Neil Patel

You’re running paid search campaigns. The targeting is dialed in. Your copy is converting. But somehow, your performance is slipping. You might be getting hijacked. Ad hijacking is one of the most overlooked threats in paid media. Hijackers will often create their own media or copy to mimic your ads. In many cases, it can be difficult to detect but it’s a bit more obvious on social media (i.e., logos or branding can look off, creative looks cheap or rushed, etc.).

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Are AI Overviews Worth Pursuing? — Next Level

The Moz Blog

In this edition of our educational Next Level series, Meghan covers practical strategies for analyzing whether AIOs are worth going after, how to redefine success, and how to adjust your content strategy in an ever-changing SERP landscape.

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