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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
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.
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.
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.
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.
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!
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%).
The Early Deflection Opportunities Smart sales leaders are identifying their “support ticket equivalents” – the routine sales interactions that could be handled by AI: Low ACV Deals at List Price : If customer has already tried on their own, they may not even want to talk to human.
Where Veeva Stands Today (2025) The results of these early learnings: $2.75B+ annual revenue (2025) – from $129M at IPO in 2013 $45.9B Where Veeva Stands Today (2025) The results of these early learnings: $2.75B+ annual revenue (2025) – from $129M at IPO in 2013 $45.9B market cap – up from $2.4B
The 2020 cohort achieved a 46% compound annual growth rate from initial purchase through March 2025—meaning customers don’t just stick around, they consistently expand their usage year after year. The Developer Invasion: 30% of Users Write Code Perhaps most surprising: developers represent ~30% of Figma’s user base during Q1 2025.
The IPO market has been … on fire in 2025. Perhaps most importantly, Navan is on track to achieve profitability in 2025, addressing the market’s newfound emphasis on sustainable unit economics over pure growth. The two so far in B2B, MNTN and Hinge Health are off to a strong start, but are arguably niche vendors.
A common misconception is that the name is representative of the type of software we invest in. The number of shares to be offered and the price range for the proposed offering have not yet been determined. We do invest in GTM software, but not that frequently. Most of our investments fall into three buckets.
The Enterprise-Grade Platform That Makes AI Voice Agents Actually Work at Scale We’re proud to announce that Syllable is returning as a partner for SaaStr Annual + AI Summit 2026 , following their tremendous success and impact at our 2025 event. Pay only for what you use with transparent pass-through pricing for 3rd party integrations.
SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market The 40% Rule: Why This Number Changes Everything Here’s the uncomfortable truth: 40% of workloads have now moved to the cloud. The billion-dollar question is whether AI represents market expansion or market replacement.
Nearly half (49%) of go-to-market (GTM) teams use AI sales tools, and 41% plan to in 2025. Today’s sales representatives—including yours—face many challenges. Our State of Sales Enablement Report 2025 found 49% of GTM teams use AI like sales assistants to enhance their work, and 41% intend to adopt it in 2025.
Key takeaways Sales role plays give sales representatives the space to build confidence in a safe, low-risk environment that encourages them to make mistakes and learn from them. This role play helps sales reps hold the line on pricing, explore alternatives, and negotiate without discounting too quickly.
If you want to make your sales process easier, this guide will introduce you to five of the best sales enablement platforms in 2025. Pricing : Free plan available. Pricing: Custom pricing based on team size. Side note: I dont *love* how complicated it is to find pricing information.) Lets get started!
For 400+ CMOs surveyed by Gartner , this represents a harsh new reality—the days of growing marketing budgets are over, at least for now. But here’s the kicker—media price inflation means CMOs are getting less bang for every buck. Here’s how the smartest CMOs are fighting back. of budgets. That’s 2.4%
And come watch 200+ sessions like this at 2025 SaaStr Annua l! We're gearing up to bring together 10,000 of the best in SaaS, Cloud and AI at 2025 [link] May 13-15 in SF Bay! This segment is often overlooked but represents a massive opportunity. May 13-15 in SF Bay! It's Where The Cloud Meets! The result?
“When AI is everywhere, it’s the personalized, human moments that capture—and keep—a buyer’s attention,” the Highspot State of Sales Enablement Report 2025 explains. According to our State of Sales Enablement Report 2025 , teams that utilize AI in coaching programs are 20% more likely to achieve improved revenue outcomes. Did you know?
LinkedIn is no longer a nice to have in 2025, whether you’re a CEO shaping your company’s vision, a COO optimizing processes, or an SDR hustling to hit quota. We recommend that representatives from your company actively participate in at least 5 relevant LinkedIn Groups (8-15 is optimal). It’s that simple. It’s an absolute must.
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. The Bottom Line From a $1.5M
But a very different one from the 2021 wave: Deal volume is surging : 2025 has been a “green light” year for IPOs, with 52 new U.S. IPOs priced so far—up 62.5% Q1 2025 saw 59 IPOs raise $8.9 Quality companies are winning big : Over 85% of 2024 IPOs priced within or above their initial marketing price ranges.
New year, time to take back control – 2025 is the year of inbox zero. What’s your outlook for 2025? I think 2025 is going to be the year of cross-sell, up-sell, renewals, because I think everyone seems like there’s not, a ton of appetite. Superhuman works with your existing Gmail or Outlook accounts.
You’re winning true enterprise workloads, not just “fins” (side projects or experimental business lines that don’t represent real adoption). The Enterprise Pricing Journey Is All About Unbundling Stripe learned this the hard way. pricing was brilliant for SMBs but completely wrong for enterprise.
Top 5 SaaStr Learnings: Enterprise AI in 2025 1. This represents a fundamental shift from experimental dollars to recurring revenue opportunity. The Price War : Google’s Gemini 2.5 Usage-based pricing still dominates with CIOs uncomfortable with outcome-based models. Flash costs $0.26/million mini at $0.70/million
And The Canary in the Coal Mine HubSpot’s integration with ChatGPT via the Model Context Protocol (MCP) represents the first shot across the bow of the traditional B2B software industry. Feature-based pricing shifts to data access and API call limits. You explore data through dialogue.
Per seat pricing is hardly dead in the age of AI. But the AI tooling industry just hit its first major pricing bump. This wasn’t just about price increases. And it may signal the beginning of the end of bargain per-seat pricing for AI tools. In fact, it’s driving the $1B+ vibe coding revoltion.
Gen Z represents and requires a complete reimagining of the consumer landscape. Wellness-focused tech companies are increasingly breaking traditional marketing molds by being openly transparent about their processes, pricing and even their challenges. Over 60% of Gen Zers prioritize mental health and personal well-being.
It then reaches out to a prospective partner’s Sales Agent to align on product offerings, pricing, and distribution logistics. Together, they draft a tailored proposal, schedule meetings between human sales representatives, and plan joint promotional campaigns.
as of April 2025, the growth trajectory has flattened since late 2024. I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm.
If a prospect asks about integrations, pricing details, or implementation requirements that you’re unsure about, you’ll simply ask your AI, and it will provide the perfect answer in real-time. It can handle pricing questions, objections, and proposals without emotional baggage or commission pressure.
If your company is still in “wait and see” mode, now is the time to act, even if the only message you can send is to explain how tariffs will (or could) disrupt operations, force you to raise prices or substitute or discontinue some imported products, or why you won’t be changing things for now. Processing.
Toast and Robinhood still traded flat or down from their IPO prices despite being “iconic properties.” ” 2025 is different. And if you haven’t shipped meaningful AI into production by June 30, 2025? 2025 median return: 24% vs -52% for ZIRP era IPOs. This is innovation speed, not just demand speed.
For example, in the initial month of Musk’s ownership, a fraudulent Eli Lilly account’s post claimed the company would distribute insulin to customers for free, resulting in a 4.37% drop in Eli Lilly’s stock price. billion visits by February 2025. million users, representing about 20% of all X users.
Inside Snowflake’s Board Meetings: How AI is Reshaping Enterprise Data and the Future of B2B Partnerships We had a lot of fun at SaaStr AI Summit 2025 with a rare look inside Snowflake’s boardroom! “The pieces to do that are already there.
In the latest episode of the 20VC podcast, three industry leaders dissected the most critical developments defining 2025’s market dynamics. Strategic Moves in the New Landscape CoreWeave’s Smart Capital Allocation CoreWeave’s $9 billion acquisition of Core Scientific demonstrates sophisticated use of inflated stock prices.
the AI got the dates wrong for SaaStr Europa 2025, which is probably because we haven’t launched yet so it’s “guessing”), I just make a quick voice note and the model is almost instantly updated. The Price/Value Equation is Insane The economics of AI tools are mind-blowing. Also training is easy.
e.g. on the AI Slow Roll: The Brutal Truth About Today’s SaaS Market: From DPI vs TVPI Wars to the AI Slow Roll Killing B2B Companies A deep dive into the most pressing issues facing SaaS founders and investors in 2025, based on insights from top VCs and operators The venture capital world is having an identity crisis.
larger revenue base by 2025. Olo’s “fewer but bigger” customers represent a smaller percentage of the total addressable market but generated superior unit economics – until Toast’s scale advantages kicked in. Sometimes the bigger market wins, even with lower initial margins. margin) Net Income: $11.8M
So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. Design for portability or get held hostage by pricing changes. Implement usage-based pricing or face margin compression. All other companies: 18% in 2025, 28% in 2026.
The Evolution of Vertical SaaS The shift from horizontal to vertical SaaS solutions represents a fundamental change in how enterprises buy and implement software. Procore exemplifies this approach in the construction industry a massive market representing 13% of global GDP.
Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! They use AI for price discoverability and optimization, with a setup that drives annual retention.
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