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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. It’s the natural evolution of a maturing market.

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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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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. Price is one of the most visible parts of any offer, and getting it wrong can cost more than just a few sales.

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

And more importantly, revenue and user growth that is accelerating at scale. Developer Experience Wins: When developers love using your product, word-of-mouth becomes your primary growth engine. Market Timing: Sometimes the best companies are built during inflection points (mobile subscriptions, AI boom, app store policy changes).

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Is Your SaaS Go-to-Market Strategy Tsunami-Proof?

ConversionXL

What is a sales-led go-to-market strategy? A sales-led go-to-market strategy is a growth engine that leverages a sales team to reach their target customers. Perfect for hyper-niche solutions. To put yourself on higher ground, the next best SaaS GtM is a marketing-led GtM. The marketing-led GtM strategy.

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The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout

SaaStr

What this means for your startup: If you’re doing north of $500M in revenue with 30%+ growth, the IPO window is officially open. The Anthropic Growth Story Let’s talk about real AI success: Anthropic’s run rate grew from $1B to $2B in a single quarter (Q4 2024 to Q1 2025), with 100,000+ customers growing 8x year-over-year.