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SaaStr on 20VC This Week: Why 40% Cloud Adoption Marks the End of Easy Growth. And Why the AI Budget War is Just Getting Started

SaaStr

Why 40% Cloud Adoption Marks the End of Easy Growth. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. The easy growth is over—companies like Zoom exemplify this with saturated markets and nowhere left to expand rapidly. The market is saturated.

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What Is Total Addressable Market (TAM)? How to Calculate + Examples

Salesforce

Finding it can help your teams prioritize their efforts, guide how you invest resources, and measure actual success against your potential for growth. It can help you decipher which ones are more likely to generate higher revenue and are ripe for opportunity-based marketing. Back to top ) Get the latest articles in your inbox.

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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

market cap – up from $2.4B at IPO 1,432+ customers paying average of $1.75M annually 7,291 employees – from 650 at IPO 20%+ growth at massive scale, highly profitable Dominant market position : 80%+ market share in life sciences CRM This represents a 29.8% revenue growth year-over-year 2013 IPO : $129.5M

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The 5 Stages of Business Growth To Build Success

Salesforce

From startups to industry giants, every small or medium-sized business (SMB) goes through key growth stages. Finding solutions that fit your stage can make all the difference to your business growth. Let’s explore each growth phase and discover how to set yourself up for success, no matter where you are on your journey.

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What is price sensitivity? How it affects sales and profitability

PandaDoc

A poor pricing strategy erodes trust, damages positioning, and undermines long-term brand growth. If the initial go-to-market pricing strategy is off, by the time the company makes an adjustment, damage is already done. This is why brands invest in long-term relationship strategies like ecosystems and lock-in service contracts.

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New SaaStr on 20VC! “The VC Playbook: What’s Working in 2025”

SaaStr

The best companies in high-growth markets have the highest velocity of fundraising. The meta lesson: Triple-triple-double-double (3x growth for 2 years, then 2x for 2 years) is still good enough, but if you’re growing faster than that, there’s unlimited capital available. They’ll sign the contract tonight.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

funding) for market intelligence Disrupting: Bloomberg Terminal, FactSet Advantage: Real-time AI analysis vs. static dashboards Legal : Harvey for legal agents, Caseflood for law firm operations Disrupting: LexisNexis, Westlaw Advantage: Natural language processing vs. keyword search 2. growth rate vs. SaaS’s 18.4%