SaaStr

MAY 23, 2025

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025.

Launch 105

Launch Represent Niche B2B 105

SaaStr

JUNE 14, 2025

. $15B software market, actual expansion is only 2-3x, not the theoretical 10x. Consolidation Wave Incoming : Mature markets consolidate. If you’re not top 2-3 in your category, prepare for acquisition, find a defensible niche, or pivot to less mature markets. It’s the natural evolution of a maturing market.

Growth 94

Growth Niche Contact Retail 94

Hubspot

AUGUST 24, 2020

In this article, we’ll look at the recent changes to the ecommerce landscape and what they mean for you as you start your online business journey or pivot into a new niche. And this trend is set to continue, with ecommerce penetration rates set to rise from 15% in 2020 to 25% in 2025. In other words, you need to define your niche.

Niche 100

Niche Entertainment Retail Gaming 100

SaaStr

MARCH 19, 2025

Phase 3 of Dropbox: “We are evolving from traditional file sync and share to AI-powered universal search and content intelligence.” ” Drew Houston has been CEO since Day 1 in 2008 and we’re super excited to have him speaking at 2025 SaaStr Annual, May 13-15 in SF Bay ! At some point, you own your niche.

Non-Profits 62

Non-Profits Niche B2B Market share 62

SaaStr

MAY 23, 2025

So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. rodriscoll brings the insight.

Legal 58

Legal Price Niche Negotiate 58

SaaStr

APRIL 17, 2025

PE firms won’t save struggling SaaS companies – They hate broad horizontal market SaaS companies without pricing power and prefer niche vertical software with market dominance. ” But VCs fund “broad horizontal markets where you can compete for a billion-dollar outcome.” The bad news?

Price 88

Price Gaming Niche Growth 88