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Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. Unfortunately, the trends have not been good! Follow along to stay up to date! For some public companies, they disclose ARR.
Here are the trends across the group of 13 publicly traded software & infrastructure companies (which are the fastest growers or most-highly valued) over the last 5 quarters. I wonder what trends we’ll see in 2033. I realized It has been a decade since I’ve updated revenue-per-employee metrics.
With a focus on streamlining operations and enhancing security, emerging IT trends prove 2025 will be a doozy. Anyone else feel like 2024 breezed by? As we round the corner to 2025, the IT landscape is poised for significant transformation. Common challenges include increased attach surface and the rise of file sharing.
On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. If you’re interested to hear about these trends, register here for the virtual event. Last year, I covered 9 topics: Cloud data warehouses will process 75% of workloads by 2024. Metrics layers unify the data stack.
Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments
In this webinar, integrated payments veteran, Pete Uselman, discusses common challenges software companies face in encouraging customers to utilize their payment features and shares the latest tips and trends to overcome these obstacles.
Still, one of the top mistakes every top founder says is this: “I Should Have Acted on Bad Trends Earlier.” Just Hitting the Plan Might Not Be Enough The post Every Top Founder Ever: “I Should Have Acted on Bad Trends Earlier” appeared first on SaaStr. ” Let’s make a list: #1.
On Monday, at TC Disrupt Colin Zima CEO of Omni , Jordan Tigani CEO of Motherduck , Daniel Svnova CEO of Superlinked & Toby Mao CTO of Tobiko Data who are leading the evolution of the Post Modern Data Stack discussed the trends they are seeing. Here are some of the themes & predictions from the group.
The trend has been building for over a year, with growth rates oscillating wildly between massive spikes and devastating drops. Embrace Consolidation Trends : Many companies are looking to reduce their software vendor count. Individual company performance may vary significantly from these aggregate trends. We knew that.
NRR Trending Slightly Back Up There’s a general consensus that the B2B segments that saw a downturn the past 2 years saw that downturn end in Q3’24. And then charge users that go beyond 100s or 1000s of workflows per month. Will this stick? Is it too complicated, or is it what the market now expects? Let’s see! #7.
Speaker: Aindra Misra, Sr. Staff Product Manager of Data & AI at BILL (Previously PM Lead at Twitter/X)
Embark on a transformation journey into the heart of the data ecosystem! This webinar is your gateway to a deeper comprehension of the foundations that drive the data industry and will equip you with the knowledge needed to navigate the evolving landscape. Delve into the diverse use cases where data analytics plays a pivotal role.
AI is already reshaping B2B SaaS, and its only going to accelerate. Heres what I think is happening and whats next: #1. AI is Table Stakes Now. Now It’s Time to Make It S-Tier. AI isnt a differentiator anymore per se its the baseline.
New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. The AI adoption party might be slowing down—at least temporarily. Even more telling: OpenAI, despite maintaining market leadership at 33.9%, has actually seemingly lost some ground from its peak share levels.
2024/2025 State of SaaS: Trends and Predictions with SaaStr CEO and Founder, Jason Lemkin And come see 200+ top SaaS, Cloud and AI sessions like these at 2025 SaaStr Annual, May 13-15 in SF Bay!! State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9.
Success requires: AI-driven innovation Laser-focused value propositions Rapid time-to-value strategies By understanding and adapting to these emerging AI trends, go-to-market teams can transform these trends into opportunities for growth and customer retention.
Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Tim Draper, Founder, Draper Associates
Join Peter Cowen, Managing Director at Sutton Capital Partners, with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10:30 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. May 27, 2020 @ 10 AM PDT - TBD.
The slight Q1 dip (42% vs 43%) shows even great companies face quarterly fluctuations – focus on the trend, not single data points. The Rule of 40 Evolution Pattern The Numbers : Rule of 40 scores: 25% (FY23) → 40% (FY24) → 43% (FY25) → 42% (Q1 FY26) The Learning : Rule of 40 scores >40% represent SaaS excellence.
These data form part of a longer term trend of a greater number of seeds but a relatively fixed number of Series As. Seeds fell to about 3000 creating a seed tabletop. Series As moved in lockstep both on the way up and the way down - creating a squeeze. The result? An 86% reduction in the seed to Series A conversion rate.
Use social media trends There’s always Google trends, but today, almost all social media platforms help you find what’s trending on their network. Instagram even releases a weekly trend report on its @creators account. Maybe you find a trending content topic that matches your social media niche.
Key Tactics: YouTube Strategy : Rupa focused on trending topics with low competition, like Nitric Oxide and Hpylori. Find trending topics, hire experts, and create the best content available for that topic. For Rupa, this meant building trust with early partners and users. Pro Tip: On YouTube, 80% of success is content-based.
The Future of Product Management 🔮 How to continuously integrate AI into your work to stay ahead of emerging trends and technologies. Saving the Day 🏆 Case studies demonstrating how successful AI implementation can solve common product management challenges and provide data-driven insights.
Those pricing models may not hold up globally given the different regional customer trends. customer trends, you may be disappointed by the financial performance of monthly subscriptions in Asia, given the likely 15% drop in LTV for that region. and EU customer data to set “one-size-fits-all” global pricing.
These deals highlight the critical importance of database infrastructure in powering next-generation AI applications and signal an accelerating consolidation trend in the B2B and SaaS industry. Consolidation Accelerating In the first half of 2024 alone, software M&A transactions in the U.S.
The trend isn’t behind us. But it might also be the product is great, but it doesn’t do enough. So you’re being cut for a vendor they have that does what you do already, even if not as well. And Zylo’s recent data confirms this. Even with the tremendous growth in AI, the average number of apps per customer is flat.
Improving Rev Ops for Data-Driven Decision Making One of Lindsey’s first priorities was diving deep into the company’s existing data to identify trends and leverage these findings for growth. Some key findings included: Bookings to revenue conversion rates were significantly below target.
Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures.
trends in year-end SaaS and software sales data. Up-to-date global trends in year-end SaaS and software sales data. Besides the global data, we also highlight the trends just for the U.S., US Year-End Trends for SaaS and Software Purchases Here are the monthly and quarterly averages for U.S.
The Growth Race: Databricks vs. Snowflake Here’s how the two data infrastructure giants stack up: The trend is clear : Databricks is growing 50% faster than Snowflake while delivering superior unit economics. When enterprises commit to data infrastructure, they commit big.
Bankruptcy Filings in Silicon Valley Are Surging The Surprise : Despite all the talk about “landing softly” and “extending runway,” bankruptcy filings in Silicon Valley counties are on a clear upward trend through 2024.
Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Ben Narasin, Venture Partner, NEA
Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures.
Business customers now expect: Immediate results and value Seamless automation Personalized experiences Clear ROI metrics Implementation Challenges and Solutions Managing AI Risk Companies are developing various approaches to ensure responsible AI use: Building guardrails to prevent AI hallucination Implementing multiple models to cross-check results (..)
Last Twelve Months (LTM) Revenue ServiceTitan generated $685m of LTM revenue LTM Revenue Growth ServiceTitan grew 26% over the last twelve months Quarterly YoY Revenue Growth Trends LTM GAAP Gross Margin ServiceTitan had 64% gross margins over the last 12 months LTM GAAP Operating Margin ServiceTitan had (25%) operating margins over the last 12 months (..)
Pricing Strategy : Consider whether AI features should be packaged as part of existing products or as separate offerings, based on how value scales with usage.
Looking Ahead: The Future of Vertical SaaS As we look to 2025, 2026 and beyond, several trends are emerging: Industry Consolidation : Successful vertical SaaS players are becoming platforms, acquiring or partnering with complementary solutions.
Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures.
Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. Trend #1: Foundation Models Many models exist: open source, closed source, frontier models. Trend #3: Change Management Matters In the last paradigm shift, the end user experienced little change when moving from on-premise software to SaaS.
2: Use social media listening tools to stay on top of niche trends Social listening observing what your audience is saying online and creating content around it. For instance, if you’re a haircare creator, you might notice trends around using rosemary water for hair growth and create a TikTok video on the topic.
But like many things my views have evolved "The Rise of CRO: The Challenges of Unchecked Growth" @davegerhardt + @jasonlk pic.twitter.com/VL3S6MAFOw — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) June 11, 2024 Three trends have fueled the rise of hiring COOs and CROs closer to $10m ARR than $50M ARR: Faster Growth.
Consider discussing industry trends, offering career advice, or sharing lessons learned from your own journey. Tap into trending audio Trending audio and music tend to rear their heads on TikTok first, then pop up on Instagram and Facebook Reels — so you'll be ahead of the curve if you keep an eye on TikTok.
The ability to spot trends from a vast web of information : Seeing new information pop up every day and sharing it is one thing; connecting the dots is another. Find newsletters that interview people in your niche, share relevant news, and help you stay on top of trends. It’s the difference between a retweet and a quote tweet.
Despite the PLG (Product-Led Growth) trend, self-serve models for AI-powered enterprise products are proving challenging. Getting into the AI integrations within one specific vertical and understanding those users more completely and exactly how they interact with the product is more effective for going-to-market than broad strokes.
10 AI Trends in SaaS Right Now with SaaStr CEO Jason Lemkin on LIVE SaaStr Workshop Wednesday #2. But Wont Be Profitable Until $125 Billion in Revenue, Per Bloomberg #5. In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice Top Pods: #1.
The payments landscape is evolving rapidly, and businesses that stay ahead of these trends will be best positioned for success. Here’s a look at the top 8 payment predictions for 2025—focusing SaaS payments, disbursements, and invoice print/mail,—to help your business adapt and thrive in the future.
Learning Objectives: Review the challenges of balancing innovation and current user demands: Explore the fundamental principles behind balancing innovation and user needs, and understand the potential consequences of neglecting either aspect Align innovation with user needs: Learn techniques for gathering user feedback, analyzing market trends, and (..)
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