SaaStr

MAY 23, 2025

The numbers validated this quickly: 2018: 100 apps, $1M tracked revenue 2020: Series A at $15M 2021: 6,000+ apps, $1B+ tracked revenue, Series B at $300M valuation SaaStr Fund’s bet wasn’t just on the founders or the technologyit was on the inevitable shift toward subscription-first mobile business models.

Launch

Sales Hacker

MAY 13, 2025

And so every time we cranked up the monetization, we just watched our search share road, and that was the beginning of the Google monopoly where Yahoo went, from mid-teens market share to, I think what’s 1.5% today or something like that. Sophie Buonassisi: That’s incredible.

GTM

Martech

APRIL 17, 2025

year-over-year increase from 2023 and the most substantial gains since 2021. market share. Display grows despite smaller market share Overall display revenues hit $74.3 The revenue increase is happening despite display’s declining market share: Last year, it had 28.7% billion in revenue.

Growth

SaaStr

JUNE 30, 2025

revenue, ~$1B total funding 2021: $34M revenue, ~$3B total funding 2022: $200M revenue, ~$3B total funding 2023: $2.2B When you’re creating a new market, you raise for market capture, not just operational runway. Valuation Follows Market Creation OpenAI’s $300B valuation isn’t based on traditional multiples.

Growth

SaaStr

JUNE 8, 2025

Market Share Math: When to Hold, When to Fold For SaaS companies approaching maturity, there’s a crucial mathematical reality around market share that most founders ignore. ” Companies that couldn’t go public at inflated 2021 valuations are finding realistic pricing that works for public investors.

B2B

SaaStr

JULY 10, 2025

Toast sacrificed early market share for market size optimization and is now leveraging scale to move upmarket. Key Insight: In winner-take-all markets, total addressable market size often trumps initial market share if you can achieve scale advantages. larger revenue base by 2025.

Strategize

SaaStr

JUNE 25, 2025

Public markets heavily reward profitable SaaS companies. Proof : While many fintechs struggled post-2021, Wealthfront’s profitability positioned them to go public in favorable 2025 market conditions. CAGR Competitive Moat : Pure-digital strategy vs. hybrid competitors Founded in 2008 … so 17 years to IPO!

Referrals

SaaStr

MAY 23, 2025

But you better be prepared for a haircut if you raised at frothy valuations in 2021-2022. Execute the “Run Fast” Strategy Use AI as a wedge to get initial traction Build comprehensive platforms before competitors catch up Price aggressively to gain market share while you have advantages 3. Most podcasts are dull.

Legal

SaaStr

JUNE 23, 2025

For seven years, growth was painfully slow: 2016-2021 : Minimal revenue, limited funding first years 2022 : $1M ARR (after 6 years!) Competitive Pressure With OpenAI acquiring Windsurf and Google investing heavily in AI development tools, tech giants could leverage distribution advantages to capture market share. 2023 : $2.4M

X-functional

SaaStr

JULY 27, 2025

That’s not just market share – that’s market dominance. The Venture Capital Bubble Effect Valuation Compression Coming Gusto shares trade at a 33.67% discount to their Series E valuation as of May 2025. The secondary markets are already pricing in reality. ADP served 1.1

Profit margin

SaaStr

AUGUST 2, 2025

This wasn’t just a successful IPO—it was a statement about the market’s appetite for high-growth design software companies. revenue multiple demonstrates extreme investor confidence Why Figma’s Success Matters for Canva The design software category has officially been validated by public markets as a premium-multiple sector.

Represent

Hubspot

JANUARY 4, 2021

So, to better understand what to expect or pay close attention to in 2021, I've connected with 20 marketing experts for their perspective. I continue to believe in my mantra that marketing is powerful and must be used for good, not evil. Marketers will plan asynchronous events that plug into the funnel. Virtual Events.

A/B testing

SaaStr

OCTOBER 28, 2020

No, the biggest change in Venture Capital in 2020-2021 is what he called “The Postmates Effect” That Postmates was arguably #3 to Doordash and UberEats, and still was worth billions. The post Venture Capital in 2020/2021 and “The Postmates Effect” I.e., It’s OK to Be #2 or #3 Now.

Market share

Heinz Marketing

FEBRUARY 6, 2021

150+ Marketers Share Their Marketing Predictions for 2021. All the predictions you need for marketing in 2021 from some of the experts. What Marketers Can Learn from Wall Street. Some specific ways that marketers can benefit from borrowing the mindset of a Wall Street manager.

B2B

Martech

JULY 28, 2022

This year, mobile gaming is set to surpass a 60% market share of global in-game advertising, according to a new study by marketing intelligence firm IDC and app analytics platform data.ai. Mobile gaming spend will climb from $120 billion in 2021 to $136 billion in 2022. This makes mobile gaming advertising 3.2

Gaming

Martech

SEPTEMBER 6, 2022

iOS still dominates ad spend market share — here’s why. It’s helpful to look back at the impact of Apple’s App Tracking Transparency (ATT) privacy features on marketers’ ability to target iOS users. In the latter half of 2021, the iOS market share dipped below 30% by October 2021.

Market share

Martech

JUNE 6, 2022

One result: In the third quarter of 2021 Android got more marketing dollars than iOS for the first time, a 10% swing from three years earlier. . ATT appears to have hit mobile game advertisers particularly hard — 68% said mobile marketing was more difficult in 2021 (43% non-gaming). Biggest impact. Why we care.

Gaming

Sales Hacker

JANUARY 20, 2021

This article dives into the current state of ABM and how we need to rethink it to drive business forward in 2021. Feel free to jump ahead: What is account-based sales and marketing? Issues with one-to-many and one-to-few ABS and marketing programs. You can expand your market share within territories, accounts, and divisions.

Objectives and Key Results

Search Engine Land

OCTOBER 30, 2023

Google Search made $146 billion in 2021 – so that means Google spent around 18% of its search revenue on these deals. Since the 2020 arrival of a search choice screen Microsoft Bing has seen no positive gains in market share in Europe. Google’s market share is lower – 88.48%) Microsoft Bing: 3.4% (in the U.S.,

Market share

SaaStr

SEPTEMBER 1, 2023

The last SaaS leader to IPO was HashiCorp back in Dec 2021. After that, the public markets began a precipitous decline — leading to an almost 2 year pause in SaaS IPO. Shopify’s market share in eCommerce platforms has only grown over Klaviyo’s 13 year history, and today is has 70% or so market share.

Retail

Martech

JULY 29, 2021

The 2021 Stackie Awards — a celebration of the creativity of your MarTech communityOptional live, deep-dive workshops on CDPs, agile marketing, and more ($149 each). Here’s 10: Real marketers sharing real advice. Senior level marketers — like Ekta Chopra, Chief Digital Officer at E.L.F.

Technology

Search Engine Land

MAY 19, 2023

Instacart made $740 million in ad revenue in 2022, a 30% increase over 2021. The Information reported: “The grocery-delivery firm’s ad revenue totaled about $740 million last year, up 30% from 2021, according to a person familiar with the matter. In 2022, Google and Meta’s advertising market share dropped below 50%.

Retail

Martech

AUGUST 17, 2021

. “Entries that show the challenges they had to overcome that are outside of the norm (the scrappy startup against goliath, goliath showing it can innovate still against the scrappy startups stealing market share, etc), which might be market conditions, a business change, etc.” ” – Brad Geddes.

Engineering

Highspot

FEBRUARY 22, 2021

22, 2021 — Highspot , the industry’s only unified, natively-built sales enablement platform, today announced it has closed $200 million in Series E funding led by Tiger Global Management, with participation from new investor Bain & Company. SEATTLE, Feb. “Sales enablement is about more than sales.

Growth

SaaStr

OCTOBER 6, 2024

100% Market Share is Possible in Vertical SaaS. In vertical SaaS, if you really provide the leading, complete solution and ERP for that industry — aim for 100% market share. They sort of worked for a while in 2019-2021. Aim For It. Build the dominant solution. #5. Most aren’t.

Up-sell

Search Engine Land

APRIL 17, 2024

Search continues to own the largest market share of advertising – 39.5%, but that is down from 40.2% in 2021 and 42.2% But advertisers continue to embrace paid search for one simple reason: it drives results for brands and businesses. Paid search is still king. in 2022 , 41.4%

Represent

Search Engine Land

SEPTEMBER 15, 2023

Justice Department claims Google, which owns a 90% market share in search, paid massive sums to companies like Apple to make it the default search engine on products like the iPhone. Google credits its 90% market share to being a superior platform (Sept. Google ‘hid and destroyed evidence’ (Sept.

Government

Martech

DECEMBER 6, 2021

The state of holiday gifting in 2021 is rife with unprecedented shifts in consumer and market behaviors that have yet to settle from the pandemic. And as we charge into 2021’s prime gift-getting period, retailers turn a wary eye toward their prospects, with those looming labor and inventory shortages.

E-commerce

SaaStr

JANUARY 17, 2021

— Jason BeKind Lemkin (@jasonlk) January 17, 2021. But if you are the #1 or #2 by market share, competition can slow you, but it doesn’t stall you out. Agreed, the entire content marketing platform category got to 10-30M in ARR before churn eventually made the category fizzle out. It’s not that hard.

Legal

SaaStr

JULY 29, 2021

SalesLoft, the First Ecosystem Partner of SaaStr Annual 2021 Conference . SAN FRANCISCO, CA – June 22nd, 2021 – SaaStr Annual , the world’s largest non-vendor B2B software conference, is proud to announce that SalesLoft will be joining the conference this year as a partner exhibiting the first ecosystem in the conference’s history.

Promote

Highspot

NOVEMBER 2, 2022

In fact, according to Gartner, “Sales enablement grew several percentage points faster than the sales segment average, demonstrating continued enhanced interest in solutions that can increase the effectiveness of sellers” (Gartner®, Market Share Analysis: CRM Sales Software, Worldwide, 2021, 2022)*.

Growth

SaaStr

MAY 3, 2024

You may have to tweak the ratio based on how Enterprise or SMB you are, but roughly speaking, if your new customer growth is not growing half of your top line, you are shrinking in relevance and market share, and your future is at risk. In 2021, all that mattered was growth. But profitability isn’t enough.

E-commerce

Search Engine Land

OCTOBER 4, 2022

Over 80% of searches worldwide occur on Google based on the latest search engine market share data. Google announced a new technology in 2021 called Multitask Unified Model , or MUM, which aims to more efficiently answer complex queries that may previously have required multiple searches. Yandex in Russia ( 48% market share ).

Objectives and Key Results

Salesforce

APRIL 28, 2022

This leveling off was inevitable given that global digital sales soared 57% in 2020 and 16% in 2021. This leveling off was inevitable given that global digital sales soared 57% in 2020 and 16% in 2021. Worldwide, consumers are facing historic levels of inflation that haven’t let up since early 2021.

Retail

Search Engine Land

MAY 24, 2023

The browser market share in the United States looks is as follows: Chrome: 49% Safari: 35% Edge: 8.5% By the end of 2024, third-party cookies will be effectively retired, as Chrome, Safari and Firefox represent almost 90% market share of web traffic in the United States. Firefox: 3.5%

Campaign

SaaStr

DECEMBER 29, 2022

Everyone lowered the hiring bar a bit in the 2021 Boom. At least take market share. But launching a new, more enterprise / more powerful / better edition? That’s a value-add, done right. A bit more here. #7. Just move on from any underperformers. There’s no room to carry them anymore. And at least grow faster than them.

E-commerce

Search Engine Land

NOVEMBER 10, 2022

Although dozens exist, the two most popular overlays by market share are UserWay and accessiBe. They banned accessiBe from their 2021 conference as a sponsor and stated publicly that they found the company “….peremptorily ” Get the daily newsletter search marketers rely on.

Legal