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We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaStr

But overall, overall … well SaaS and Cloud growth hit record lows per the BVP Cloud Index: As you can see, even though 2022 was a tough year in the public markets and for valuations, revenue growth still held up reasonably well. But the trend of slowing growth in 2023 wasn’t just a thing — it was an All Time Low.

Growth 124
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IAB Podcast Upfront highlights rebounding audiences and increased innovation

Martech

podcast revenue is expected to grow 12% to reach $2 billion — up from 5% growth last year — according to a new IAB/PwC study. billion by 2026. The growth is fueled by engaging content and the ability to measure its impact. Podcast Advertising Revenue Study: 2023 Revenue & 2024-2026 Growth Projects.”

Sports 78
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5 Interesting Learnings From Freshworks at ~$600,000,000 in ARR

SaaStr

But in contrast to their bigger customers, the macro environment — or perhaps market saturation — has led to slowing growth in this segment in 2023. #2. The Big Growth Today is In $50k+ and $100k+ Customers. Predicting $1 Billion in ARR in 2026 The power of > 100% NRR. Freshworks clearly sees $1B in ARR bu 2026.

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Spend on marketing analytics and data infrastructure to grow sharply

Martech

Spend across marketing analytics and data infrastructure is forecast to grow from $22 billion in 2022 to $32 billion in 2026 in the U.S., Despite these prospects for growth, Winterberry listed four major challenges that continue to dog the data and analytics space: Quality of data and persistence of data silos. and European Union.

Growth 141
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5 Interesting Learnings From Salesforce at $24B+ ARR

SaaStr

Its growth is 20% Year-over-Year, an incredible growth rate at $24B ARR … and faster than anyone has ever grown in software at $20B+ ARR … but at the edge of what it takes to be a “fast-growing” SaaS company. Below 20% growth, and you’re a mature SaaS company. Doubling By 2026 to $50B ARR.

CRM 122
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Cable TV subscriptions set to drop below 50% of all US households

Martech

That said, this growth will not be enough to offset the decline of pay TV. By the end of 2022, 15 million households will subscribe to a vMVPD, up 7.6% from 2021 and representing 11.4% of all US households. In 2022, 63.2% of all households will have either pay TV or a vMVPD, but this figure will decline to 54.8%

Represent 113
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Salesforce Grows a Stunning 23% at $24B in ARR. 5 Interesting Lessons.

SaaStr

Salesforce had its best quarter ever, exploding to 23% growth at $24B+ ARR. The customer velocity, the growth in pipeline, are just awesome.” Projecting 22% growth going forward. And $50B ARR by 2026. Salesforce continues to see Cloud and its own products grow at an incredible rate. Even more so after Covid.

CRM 98