Genesys Files to IPO. Will 2025 Be The Year Of The “It’s Just Time” IPO?
So it’s been a sloooow time in SaaS IPOs since the boom times ended in December 2021. There have been just 3 SaaS IPOs since December 2021: Klaviyo OneStream Rubrik And all were strong ones, at $500m+ ARR or so, growing ~50% or so. And that’s it. Two of...
5 Interesting Learnings from Palantir at $2.7 Billion in ARR
So some Cloud and SaaS stocks are on fire, even now. And then … there is Palantir. The fire of the fire. It’s up +162% in the past year, and is now worth $95 Billion (!) at $2.7 Billion ARR. That’s a jaw-dropping 35x ARR. Goodness. Why is Palantir...
Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte
BILL CEO and Founder René Lacerte chats with SaaStr CEO and founder Jason Lemkin about how BILL has reached half a million customers and $1.3B in revenue through SMBs.
The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin
The era of hyper-functional SaaS is here, and it’s reshaping the landscape of SaaS companies. SaaStr CEO and Founder Jason Lemkin explains why.
5 Interesting Learnings from RingCentral at $2.43 Billion in ARR
So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. It’s been around for decades but has continued to iterate, expanding into the enterprise, the contact center, and so much more. Fast forward to...
Dear SaaStr: Why did Jason M. Lemkin Change his Point of View on The Value of a COO for Earlier Stage Startups?
Dear SaaStr: Why did Jason M. Lemkin Change his Point of View on The Value of a COO for Earlier Stage Startups? I try to work with (and invest in) CEOs that are better than me. I found, when I was a SaaS CEO, that the CEOs that complained about needing a COO early,...
Dear SaaStr: Why Are Buyers Not Ready to Spend Big on Acquisitions as Readily Today as in the Past?
Dear SaaStr: Why Are Buyers Not Ready to Spend Big on Acquisitions as Readily Today as in the Past? In tech at least, there are two big issues: #1. Revenues Multiples Are Down Even the best public SaaS companies are worth ~10x revenue today. In 2021, they were often...
5 Interesting Learnings from Zscaler at $2.5 Billion in ARR
So Zscaler is a security juggernaut well known to everyone in the industry, but for whatever reasons, it doesn’t quite get as much attention outside of it. Wiz’s epic growth — and saying No to Google’s $22B offer — gets the attention. ...
How to Build a Product Customers Love and Drive Nearly $1B in Revenue Along the Way with Klaviyo CEO Andrew Bialecki
In today’s dynamic SaaS landscape of hyperfuncational SaaS, the journey of building a product that customers adore, while simultaneously scaling revenue to nearly $1B, is still quite a feat. During a conversation at SaaStr Annual with Jason Lemkin, founder, and...
5 Interesting Learnings from MongoDB at ~$2 Billion in ARR
So the growth rates of Cloud infrastructure leaders have been all over the place: Cloudflare is growing 30% at $1.6 Billion in ARR GitLab is growing 30% at $730m ARR Microsoft Azure, Google Cloud are on fire, fueled by AI But others are seeing more headwinds due to...
Your Core CAC vs. Your Expansion CAC: One Trophy, But Two Goals
There’s a mistake I see a ton of startups making today, in the of age of new efficiency in SaaS and pressure around making capital last: They are treating every customer the same for CAC purposes. And you just can’t if you are scaling. What do I mean? Well of course...
5 Interesting Learnings from Samsara at $1.26 Billion in ARR
So whose doing well in SaaS today — with almost no “macro” impacts? Folks that sell to the end economy in the U.S. Like Samsara. Powered by the overall strength of the U.S. economy, by shipping, by trucking, by industrial applications and more...
Toast: We Made Our Sales Reps Close More, And Shrunk Their Territories. It Worked.
So Toast is one of the most iconic B2B leaders out there. We’ve all used Toast 10s or 100s of times by now. But while the brand and market penetration is strong, the business model is challenging. It still loses money on the hardware, and the payments side is...
5 Interesting Learnings From HubSpot at $2.5 Billion in ARR
So we’ve covered HubSpot a lot on 5 Interesting Learnings, but there’s a good reason — it’s the SaaS leader the most like most of us. Most of us use HubSpot. Most of us are building products in some category HubSpot plays in, from sales to...
Founder SaaStr
Related Posts
Industry News
- Spot AI reels in $31M for its AI-powered video processing platform - SiliconANGLE
- Microsoft Is on Track to Hit a Major Milestone, the 'Fastest Business in Our History,' According to Its CEO
- Cloud growth helps Amazon to another earnings beat, and its stock jumps - SiliconANGLE
- Israeli AI security startup Noma launches with $32M to secure the 'Data and AI Lifecycle' - SiliconANGLE
- Atlassian shares surge as subscription revenue drives strong earnings beat - SiliconANGLE
- Microsoft CFO says OpenAI investment will cut into profit this quarter
- Microsoft's AI bet pays off as Azure revenue grows, but stock falls on infrastructure supplier delays - SiliconANGLE
- OpenAI Just Made an Important Service 80 Percent Cheaper
- Dropbox is laying off 20% of its staff
- Proptech startup raises $100 million to drive hiring spree despite ongoing war