Martech

SEPTEMBER 24, 2024

Transactional messages in a well-run email program might represent 4% of the overall email volume but deliver at least 50% or more of your email revenue. The average marketing budget is 7.7% of total revenue, down from a high of 11% in 2020 and 9.1% What’s more troubling is what companies are spending their money on.

Promote

SaaStr

JULY 26, 2025

Q1 2025: 102% NRR – Seasonal Decline with Recovery Ahead HubSpot’s Q1 2025 NRR of 102% represents their lowest point since 2020, but management sees this as temporary: Seasonal Impact : CFO Kate Bueker noted this was “down two points sequentially as expected” due to normal Q1 seasonality.

Price

Hubspot

AUGUST 7, 2024

2022's Great Resignation increased tech's employee turnover rate by more than 600% , and that‘s only one of the hiccups we’ve experienced in the 2020s. Pricing : Oracle doesn‘t list pricing information on its website, and a customer service representative wouldn’t share pricing information with me via chat. What‘s next?

CRM

Search Engine Land

OCTOBER 1, 2024

March 2022 : They launched product grids that show products directly. June 2022 : They started testing search filters on the left sidebar. June 2022: They integrated local elements by including local “In-Store Nearby” results. January 2024: Now, they show five product grid results instead of four.

Retail

Hubspot

JANUARY 2, 2025

Like most people, my first real experience with AI was when ChatGPT was launched in 2022. CEO Manny Medina , In the future, there will be no sales representative or manager that doesnt have an AI supporting their work. At first, I was simply amazed by the wealth of knowledge it could provide.

Gaming

SaaStr

JULY 6, 2025

The 2021 and 2022 cohorts maintain 31% and 22% CAGRs respectively, showing sustainable expansion patterns across multiple vintage years. The Developer Invasion: 30% of Users Write Code Perhaps most surprising: developers represent ~30% of Figma’s user base during Q1 2025. The 80/20 Rule on Steroids: Just 2.5%

Represent

SaaStr

JUNE 22, 2025

Navan’s move could signal the opening of long-awaited floodgates for B2B software companies that have been waiting on the sidelines since the market downturn of 2022-2023. The sector has been largely frozen since 2022, with companies waiting for market conditions to improve and valuations to stabilize. volume $91.5B

B2B

SaaStr

JULY 19, 2025

million in 2020, representing 38% year-over-year growth in the year before its IPO. Klaviyo (IPO: September 2023) Pre-IPO Year Growth Rate: 63% Revenue Growth : $289M (2021) → $473M (2022) IPO Valuation : $9.2 million in 2020, representing 106% year-over-year growth. million in 2019 to $400.3 million in 2019 to $161.1

E-commerce

SaaStr

JULY 11, 2025

Recognized as CB Insights’ most promising startup in healthcare for 2022, picked as a leader from a pool of 7,000 companies. The platform represents what happens when AI voice technology matures beyond proof-of-concept into real enterprise infrastructure.

E-commerce

Hubspot

SEPTEMBER 4, 2024

Automatically assign leads based on predefined criteria to sales representatives. But in August 2022, it launched its sales CRM, which has become popular. Dedicated CRMs Drive Higher Productivity Gains A CRM lets you automate repetitive day-to-day tasks, such as lead assignment, task reminders, data enrichment, and reporting.

CRM

Martech

NOVEMBER 12, 2024

Many F2000 CEOs and CFOs are not only disappointed and frustrated with their GTM performance since 2022, but they’re also increasingly dissatisfied. It’s about accurately reporting and representing the facts of the situation as best as I can so everyone might be able to have a new conversation about where to go next.

GTM

Hubspot

APRIL 9, 2025

Representing the business in key decisions. million returns and representing over 28 million partners in the 2022 tax year, its clear that defining leadership roles within these structures is crucial for sustainable growth. According to the IRS, limited partnerships represent only 9.9% Managing finances and strategy.

Strategize

Martech

NOVEMBER 13, 2024

This vision of an autonomous marketing pipeline represents the future of AI in marketing. The current landscape of AI in marketing: Point solutions and AI augmentation Shortly after ChatGPT’s release in November 2022, those magic “AI buttons” started appearing across our software.

Pipeline

Martech

JULY 12, 2024

” Prep, push, pivot The advice Goderema has for Black woman founders is really an evolution of the career advice for under-represented women in the workplace found in her 2022 book “ Prep, Push, Pivot ” published by Wiley. . “We are 24% of the way there and hope to close that out before Thanksgiving.”

Legal

SaaStr

AUGUST 1, 2025

This SaaStr Annual deep-dive represents a full-circle moment between two Cal Bears who took different paths but remained connected through one of the most successful vertical SaaS stories ever told. The pandemic, economic uncertainty, and a pulled IPO in 2022 tested the organization’s resilience.

Non-Profits

SaaStr

JULY 16, 2025

The Atlas Flywheel: How 72% Revenue Mix = Compound Advantages The Numbers: Atlas (cloud) revenue grew 26% YoY and now represents 72% of total revenue. Product innovation can reignite growth engines even at massive scale.

Non-Profits

SaaStr

AUGUST 2, 2025

The Bottom Line: Monday.com Pulls Decisively Ahead Monday.com generated $972M in revenue for 2024 compared to Asana’s $653M – a gap of $319M that represents Monday.com’s commanding 49% revenue advantage. This represents an 8-year CAGR of approximately 79% since 2017. And perhaps even more importantly, Monday is worth 4.4x

Non-Profits

Salesforce

FEBRUARY 24, 2025

Since ChatGPT’s launch in 2022, foundation models have largely been commercialized as chat interfaces, where users send messages and receive instant responses. Each vertical matchstick is represented by an exclamation point ( ! ), and every horizontal matchstick is represented by two underscores and a period ( __.

Represent

Martech

OCTOBER 16, 2024

In recent years, the company also acquired Backlinko in 2022, Traffic Think Tank in 2023 and Ryte and Exploding Topics earlier in 2024. These forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release.

Education

SaaStr

JUNE 29, 2025

Zoom went from relatively modest pre-pandemic growth to explosive 400%+ revenue increases in 2020-2021, then crashed back to single-digit growth by 2022. The Sustainable Platform Reaccelerations Shopify (2022-2025 ) : Perhaps the best parallel to Palantir. But this was pure external catalyst—not sustainable platform evolution.

Growth

Martech

SEPTEMBER 13, 2024

Raphael Warnock (D-GA) during his 2022 reelection campaign. Key battleground cities represent only 7% of total CTV spend at Keynes Digital, said Larkman. “Harris traveled to southern Georgia in order to lose by less in those areas, not to win,” Rohan Castelino, CMO of adtech platform IRIS.TV told MarTech.

Sports

SaaStr

MAY 23, 2025

The Acceleration: Why RevenueCat Won (2019-2022) Product Velocity: While competitors focused on single features, RevenueCat built a complete monetization platform. round at $7M valuation to a $500M valuation in 7 years, RevenueCat represents one of SaaStr Fund’ s most successful infrastructure investments.

Launch

SaaStr

JULY 1, 2025

The 18-Month “Let’s Learn” Window Has Closed ChatGPT launched November 2022. What FAF Actually Looks Like in the Wild Capital Concentration Goes Extreme : OpenAI’s $40B raise in 2025 is larger than the top fundraises from 2018, 2019, 2020, 2021, 2022, 2023, and 2024 combined. GPT-4 and foundation models exploded through 2023.

Non-Profits

Martech

JULY 18, 2025

X user demographics and behavior Number of users Estimates for monthly active users vary: approximately 335 million as of 2024 (a 5% decrease from 2022), over 600 million or 586 million based on ad reach in January 2025. million users, representing about 20% of all X users. So let the buyer beware. Total users worldwide: 415.3

B2B

SaaStr

JUNE 10, 2025

With the Fed’s aggressive rate hikes starting in 2022, the math that made these deals work has fundamentally changed. The Bottom Line This PE hangover represents both a challenge and an opportunity for B2B founders. The challenge is obvious: fewer buyers, more scrutiny, longer processes. But the opportunity is equally real.

B2B

SaaStr

JUNE 25, 2025

The Fiserv partnership (which led their 2022 round) exemplifies this: Fiserv’s ‘Cashflow Central’ embeds Melio’s A/P solution across their massive FI network. exit represents a 37.5% Key Metrics at a Glance Exit Valuation : $2.5B (down from $4B peak in 2021) Revenue Multiple : 13.4x

Drivers/motivators

SaaStr

JUNE 28, 2025

2025 IPO Performance: The Winners Table The recent crop of IPOs shows exactly what “renaissance” looks like in practice: These aren’t isolated success stories—they represent a pattern of strong companies achieving strong returns in receptive markets. The B2B IPO Pipeline: The Big Guns Are Loading The really exciting news?

Profit margin

SaaStr

JUNE 4, 2025

Referrals are Chime’s largest acquisition driver since 2022 , helping bring sales & marketing spend down to 26% of revenue in Q1 2025, from 42% in 2022. And a good comp for Ramp, Brex, and others. 5 Interesting Leanings: #1. Word-of-Mouth is Their #1 Source of New Customers.

Non-Profits

SaaStr

JULY 24, 2025

Even recent cohorts (2022-2025) are expanding at 45-70% annually. YoY) represents roughly 85% of expected FY25 revenue already contracted. The US represents ~25% of global GDP, suggesting significant under-penetration internationally. Their current RPO of $10.9B (up 24.5%

Contract

SaaStr

JUNE 11, 2025

Put that in context: if deals were distributed perfectly evenly across 12 months, each month would represent 8.33% of annual volume. of deals (essentially average) Combined, these four months represent 34.6% 2022-2024 (The Reality Check) : Even as overall funding contracted, summer months maintained their relative strength.

Strategic planning

SaaStr

JULY 31, 2025

After Shopify’s 10-for-1 split in 2022, what looked like strong returns became absolutely extraordinary. Splunk: +824% (Non-Founder at IPO) IPO Date: April 2012 | IPO Price: $17 | Final Price: $157 (acquired) Splunk represents both massive success and the ultimate exit. A $10,000 investment in Oracle at IPO would be worth $45.86

E-commerce

SaaStr

MARCH 18, 2025

This represents an under-recognized opportunity for B2B AI startups focusing on compliance, risk management, and administrative controls. The bar has risen significantly from the “growth at all costs” mindset of 2021-2022. Large enterprises have an immediate need for governance solutions to handle AI at scale.

Growth

SaaStr

JULY 6, 2025

link] — Daniel Gross (@danielgross) July 3, 2025 The AI Voice Revolution: ElevenLabs ElevenLabs represents NFDG’s bet on the future of AI-powered voice technology. ✨ Lemkin (@jasonlk) July 4, 2025 Financial Infrastructure: Basis Basis represents NFDG’s investment in the accounting and financial software space.

Represent

SaaStr

AUGUST 8, 2025

Founded by former Yext CEO Howard Lerman, Roam emerged from stealth in 2022 with $40.6 The Bottom Line Roam’s AI-Powered Virtual HQ represents the convergence of three critical trends: remote work maturation, AI workplace integration, and the desperate need for better collaboration tools. million in funding from IVP.

Meeting

SaaStr

AUGUST 6, 2025

How a B2B2C health platform achieved the Rule of 78 (55% growth + 23% FCF margin) with best-in-class retention metrics Hinge Health represents one of the standout IPOs from 2025’s resurgent tech offering market, which has seen 80% more IPOs than 2024 as of this writing, including blockbusters like Figma ($1.2B

Non-Profits

SaaStr

JUNE 20, 2025

Head-Scratcher That Changes Everything The Deal Structure That Broke All the Rules Meta’s acquisition of Scale AI represents one of the most unusual tech transactions in recent memory. Rory noted: “If you were an IPO buyer in 2022, your searing memory is, I bought them all in 21. The Scale AI Acquisition: A $14.8B

B2B

SaaStr

JUNE 30, 2025

This represents the second significant price adjustment in the last several years, following a 9% increase across their entire product portfolio in 2023. Based on analysis of their revenue growth over the past three years: Revenue Growth Timeline: 2022: $26.5B Industry-Wide Pricing Pressure This isn’t an isolated phenomenon.

Price