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SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market

SaaStr

Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2025 , down from $2.33

Territory 103
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GTM in The Age of AI: The Top 10 Learnings from ICONIQ’s 2025 B2B SaaS Report

SaaStr

ICONIQ’s latest report, surveying 205 GTM executives in April 2025 , reveals a market splitting in two: AI-forward companies pulling dramatically ahead while traditional SaaS companies struggle with flat growth, longer sales cycles, and declining conversion rates. vs $8.7K), and dramatically leaner operations.

GTM 77
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2025 GTM forecast: Key shifts redefining the future of go-to-market strategy

Martech

As businesses prepare for 2025, go-to-market (GTM) strategies are undergoing major shifts driven by new technology, evolving customer demands and increased executive scrutiny. This may be the largest window into the minds of the F2000 C-suite yet assembled, including the bases for some pretty clear forecasts for 2025 and into 2026.

GTM 122
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Change – The Ultimate Sales Survival Skill

Sales Pop!

As we march towards the end of 2024 and another selling year, we work to close deals and position ourselves for a strong start to 2025. And in sales, our markets represent our surroundings, the geographic, vertical, account size and characteristics, etc. Assemble your teams now.

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Meta ad revenue up 22% in second quarter

Martech

The average price per ad was also up 10%. billion — representing a 22% jump compared to the prior year,” said Lukman Otunuga, Senior Market Analyst at forex trading broker, FXTM. The company anticipates significant capital expenditure growth in 2025 to support AI research and product development.

Retail 117
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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

A huge congrats to Team @owner for a record start to 2025!! Join @owner pic.twitter.com/zaiPTpMEbM — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 1, 2025 Sarah Du, CEO Alloy Automation Sarah Du is the CEO of Alloy Automation, a Series A company backed by Andreessen Horowitz. New restaurants up +31% in 1 month!

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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

We analyzed every major public SaaS company’s YTD performance through just about the end of the first half of 2025. TL;DR: The SaaS market has clearly bifurcated in 2025. The results may change how you think about building software. AI-native + mission-critical = strong performance (Palantir +165%, ServiceNow +12%).

B2B 106