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ChartMogul's 2022 SaaS Growth Report finds, “The top quartile of SaaS companies reactivate close to a quarter of their lost customers.” Here's how Freelance Growth Manager Boris Malinov uses AI to re-target churned customers. However, the human touch is still very much needed in the content creation process. Analyze lead source data.
It validated a completely new category of B2B growth that’s operating by fundamentally different rules than anything we’ve seen before. Code Generation as the Primary Growth Driver While everyone talks about general AI adoption, Anthropic identified code generation as the killer use case.
In 2022, you could blame the markets In 2023, you could blame "macro" impacts In 2024, you could still claim we were in a "downturn" In 2025 — you've run out of excuses — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 4, 2025 The downturn is over in SaaS and B2B. Venture Capital is Back. But so what?
Palantir just delivered one of the most impressive enterprise software quarters we’ve seen in years: 48% YoY revenue growth a 94% Rule of 40 score, and US commercial revenue exploding 93% YoY and an incredible rebound from slow growth just 24 months ago. The Metrics Deep Dive: Q3 2023: 46% Rule of 40 (17% growth + 29% adj.
How a 20-year-old company found its second wind in the AI era TL;DR : Palantir just posted 39% YoY growth in Q1 2025, marking a stunning turnaround from the 13% growth trough of 2023. The Deceleration That Had Everyone Worried Let’s be honest: by mid-2023, Palantir looked like it was losing steam. What Changed?
A brief recovery to 24% in 2023, then back down to 11% in 2024. No more “IPO for growth capital” pressure → Public markets got expensive. The 11% IPO rate isn’t just market forces—it’s also contract design. Even at the 2021 peak (85 total unicorn exits), IPOs were only 39% of exits. What changed?
I once worked with a client who completely changed the way I think about business growth. Every joint venture is built on a contract that spells out how things work. Why Companies Form Joint Ventures When growth feels risky, I get why companies look at joint ventures as the smarter bet. I asked him what changed. His answer?
billion this year, growing at a compound annual growth rate of 45.8% This growth, according to research, is driven by the rising demand for personalized customer experience, automation, and advances in natural language processing (NLP) all of which AI agents are designed to deliver. from 2025 to 2030.
The Real Re-Acceleration Stories Palantir: The Breakout $1B Quarter Growth trajectory: 13% (Q2 2023) → 27% (Q2 2024) → 48% (Q2 2025) This is what genuine re-acceleration looks like. After dipping to 20% growth in Q2 2024, the company accelerated to 31% in Q2 2025, delivering $2.68 More importantly, U.S. billion expected.
Growth Has Re-Accelerated Fueled by commercial and government contracts, and by AI-related demand in both, Palantir is seeing growth re-accelerate from 2023. Commercial Customers Fueling Growth. This potential for a decade of growth at scale here helps justify the high revenue multiple Palantir trades at. #4.
Prey Reality The AI Funding Explosion That Should Terrify SaaS Leaders Let’s start with the brutal math that should keep every SaaS CEO awake at night: $100 billion in venture capital went to AI startups in 2024 — an 80% increase from 2023 SaaS companies raised only $4.7 growth rate vs. SaaS’s 18.4%
He also co-founded WGI Group, LLC, to provide growth capital to early and expansion stage startups in enterprise software, consumer internet and digital media industries. 31:00 Seat-based pricing is dying how to move to value-based contracts. And, the ROI is gonna be built into the contract in a way that like paying per head is not.
More importantly, customers on annual contracts used Vanta continuously rather than just for audit preparation, fundamentally changing how they thought about the product. ” The mistake nearly killed their momentum during a critical growth phase. Then you’re creating all this other uncertainty in how to buy.'”
Oracle and SAP—companies many wrote off as legacy dinosaurs—are now posting some of the most impressive growth metrics in the entire enterprise software landscape. Oracle’s cloud infrastructure revenue should increase more than 70% in the 2026 fiscal year, up from growth of 52% in the quarter, according to CEO Safra Catz.
Growth Overall Very, very profitable — generating almost $2B in free cash flow a year Growth is up just 3.6%, but Zoom has raised guidance — and the stock is up a strong 20% this year. 98% NRR from Enterprise Customers, Down from 101% a Year Ago and 115% in 2023. And it still trades at 5x ARR. #1.
And revenue growth is accelerating 83% non-GAAP gross margins (+600 bps) $130M FCF (23% FCF margin) 117% NDR, 98% client retention. Unlike the speculative 2020-2021 IPO frenzy, this batch combines growth with profitability — Hinge Health’s Rule of 78 performance puts it among the elite. raised, tripled on debut), CoreWeave ($1.5B
billion Highest ever quarter of US commercial total contract value (“TCV”) at $810 million, up +183% Y/Y Palantir has dramatically evolved beyond its government roots. The Rule of 40 Score Has Nearly Doubled in Two Years Palantir has achieved an jaw dropping Rule of 40 score of 83%, up from 38% in Q2 2023.
✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 2023 : $2.4M at a $1.16B valuation in 2023) and growing to 22.5M
In April 2023, I had my first real experience launching an AI business opportunity. Use Microsoft Azure, HubSpot , Google Cloud, and AWS for speeding up deployment, scaling growth, and unlocking actionable insights. That was back in early 2023. You can also build a product that streamlines contract analysis and legal research.
After years of relatively stable pricing, these companies are leveraging their market positions to drive revenue growth through higher per-seat costs. This represents the second significant price adjustment in the last several years, following a 9% increase across their entire product portfolio in 2023. 2023: $31.4B (+18.3%
“Would you have agreed to a deal in 2023 where founders are 100% dependent on another provider that will likely compete with them and raise infinite capital?” ” Jason asked. “This is venture 101—you don’t do platform-dependent deals.” That’s its superpower. But it also means. This is venture 101.”
Understanding unit costs for optimization Today’s high costs partially stem from the manual crafting of campaigns, which hinders growth. Marketers are already boosting campaign activity, with an average 30% increase in campaigns in 2024 compared to 2023. Economists call this activity-based costing.
cons is closer to 16% growth — Jordan Novet (@jordannovet) April 13, 2023 So Amazon came out with its latest annual shareholder letter and it was even more cautious on AWS growth than I was expected. AWS said they weren’t going to push folks to sign punitivate contracts, or block downgrades, etc. Growing, yes.
Use our “Sales Growth Tech Request” Email Template. Most sales reps spend over 175 hours every year on generating quotes and proposals, and waiting for contracts to be signed. When speed to close is essential in a competitive profession, you need the ability to generate and send contracts in one click, one minute.
If your customers love and trust you, they buy more from you More products, more seats, bigger editions, more use cases Seen this in every single SaaS company I've ever worked with Few do everything they could here — Jason ✨Be Kind✨ Lemkin (@jasonlk) August 27, 2023 In simpler times, this thinking is a positive. We forced it.
While 2022 was a gloomy year, the skies are parting in 2023. A lot of the uncertainty of 2022 stemmed from changing macro conditions, and now 2023 is seeing more stabilization. There’s been a pivot from growth at all costs to driving profitability. It’s still in favor of growth, but it’s more balanced today.
In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! The post Thanks to PSG Equity, Rapid, Vertice, and Vitally for Sponsoring SaaStr Europa 2023! At SaaStr, our partners are an integral part of our events. Grab tickets here.
Martech in 2023 and beyond So where does this leave martech as we move into 2023? Rather than focus on reducing the number of tools to reduce expenses, marketing teams should rationalize their stacks to eliminate contract, product and functional redundancies and discard products that no one is using. Get MarTech! In your inbox.
Multiply, add, and subtract your way into a dreamy 2023. The good people at Sales Hacker were kind enough to let me share some of the more interesting points I learned from the contributors along the way, with the goal of helping you find a few unconventional practices to borrow for your 2023. And adds an extra zero to my commission….
So somehow, “Product Led Growth” became a seemingly magic savior for many struggling SaaS companies. Customers often sign 3+ year contracts, and architect their entire business processes around ServiceNow. Raising prices and making threats at renewals helped a bit in 2023. The post Product-Led Growth Is Great.
While Zoom Enterprise is growing at a healthy clip, churn is over 3% a month for its SMB customers As a result, it’s now predicting 1% growth next year 1% pic.twitter.com/i2k2W9QbVX — Jason Be Kind Lemkin (@jasonlk) February 27, 2023 So Zoom has just been the craziest story of all time in SaaS.
SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Rattle’s revenue acceleration platform enables teams to increase efficiency, transparency, and growth across their revenue funnels. appeared first on SaaStr.
That’s 12x ARR even with fairly mature growth. This turbocharged Doximity’s growth, but truly hitting 80% of your ecosystem has lead to slowing growth as they approach $500m in ARR. #2. Today, it’s on track to generate $181,000,000 in EBITDA in 2023. It’s called Doximity and it’s worth $6.5
Many companies got sucked into the 2021 vortex of a low-interest rate environment and high multiples when they should have focused on growth and efficiency. General Partner of ICONIQ Growth, Doug Pepper, and General Partner and Head of Analytics, Christine Edmonds, joined us for Workshop Wednesday , held live every Wednesday at 10 a.m.
So in 2023, Josh came back as CEO again to return the company to growth. Josh is Spending a Ton of Time on the Road With Customers to Get Back to Growth. Much Lower So Far in 2023. 67% of Customers on Multi-Year Contracts, And Going Up, This certainly helps slow down churn, even if it really just masks it in the end. #7.
But the bigger ones are the ones driving revenue growth at scale. Driving ACV Up 16% Key To Growth Smartsheet has driven its core customer ACV up from $7,951 in 2023 to $9,225 — that’s +16% in a little more than a year. That’s been critical to them maintaining revenue growth. #5. million in ARR.
You are responsible for getting this right, and you worry that a wrong decision will harm your position, embarrass you, and cause you to miss out on growth opportunities. Unless root causes are addressed, the ink on the contract won't be dry before the client fires the company and starts over. Hope your competitors’ discovery is weak.
The map, which started in 2011 with only 150 companies listed, now contains over 11,000 companies* — a ridiculous growth rate of over 7,000%! With investments bringing generative AI into every marketing area imaginable, it seems certain that next year’s map will continue on the same growth trajectory. But that may not be the case.
Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. SaaS Market Snapshot In Q1 of 2023, Vendr gathered data on SaaS Spending and yielded some pretty interesting results. They want to maximize dollar value and limit contracts to renew.
A good example of how driving deal sizes up (see the next point) and strong NRR lets you drive NRR up well about new logo growth. #2. Incredibly capital efficient growth — Docebo got to $144m+ ARR burning just $14m. 80% of customers sign multi-year contracts. No Year of 100% Growth After $10m ARR. Yes, you can.
Even if a contraction in buying more SaaS products really was a far bigger issue than interest rates in reality the past 18-24 months. Seat contractions and app layoffs are behind us. 2024 may not be great, but for folks who are leaders in their categories, everyone likely will point to some quarter in 2023 as the low point.
Learn about the most important SaaS metrics for founders in 2023 with the CEOs of the most metric-oriented company, monday.com, and the founder of SaaStr. As we transition from the exuberance of 2021 into 2023, marketers have become super short-term focused. You can still measure something in the funnel. The takeaway?
Q: What Does It Take To Write A Great Cold Email In 2023? One audience member shared how they raised a series B before growth stalled out. The goal of these functions has been corrupted from when capital was free in 2021, and it was ok then if previously efficient functions only enabled faster growth.
Even if you might go bankrupt in one month, you should still be out there signing contracts, hiring people, and building a business because things sort themselves out if you’re doing a good job. Sam Jacobs: How are you planning for 2023? In the wake of all the volatility and economic uncertainty, are you still focused on growth?
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