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5 Interesting Learnings from Shopify at $4 Billion in ARR

SaaStr

Shopify’s first quarter revenue: Q1 2021: $989 million Q1 2020: $470 million Q1 2019: $321 million Q1 2018: $214 million Q1 2017: $127 million Q1 2016: $73 million Q1 2015: $37 million Q1 2014: $19 million Q1 2013: $9 million. When you add in payments, i.e. merchant services, NRR for 2018+ is about 110%, based on the below new chart.

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Would You Rather Own 100% of a Company Worth $100 million or 10% of a Company Worth $1 Billion?

SaaStr

Even today, it would have probably been a better financial deal for him, because it also included $200m in payments for the founders, and avoided the dilution from the IPO, etc. It was really, really hard, and we’d only just started a looong journey to revenue, and had large tech risk still ahead of us. In SaaS, revenue compounds.

Payments 299
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29 Latin American SaaS Superstars

SaaStock

ContaAzul is a business management platform for small businesses created in Brazil. Its focus is on helping companies handle financial routine and streamlining processes related to accounting, banks, stock, and electronic invoicing, among others. Founded : 2013. CEO : Vinicius Roveda Goncalves. RD Station.

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The Riskiest Venture-Backed Startups Are 3H’s: High Growth, High Churn and High Burn

SaaStr

SaaS + hardware, SaaS + payments, etc. Rag & Bone is selling to Guess $GES for $56m on ~$250m of revenue. A brand that previously held a premium aesthetic raised a growth round in 2013 from Irving Capital (7 For All Mankind, Aeropostale, Stuart Weitzman), but ultimately wasn’t able to sustain its growth. can be great.

Churn 302
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38 Bright Asian SaaS Stars

SaaStock

Ultrasite is a global website builder, Chinafy is a tool for making websites China-compatible, and Connect is their collaborative content management platform for brands. Founded : 2013. It is based on blockchain and allows businesses to take care of their finances on a number of platforms and in multiple currencies.

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A Framework For Your First SaaS Sales Comp Plan

SaaStr

Doesn’t Maximize Revenue or Success Per Lead. The real uber-problem in a Traditional BigCo Sales Plan is designed to maximize absolute revenue across a large sales team. Revenue per lead fell by over 50% with the BigCo sales plan. Optional: Payment Upon Receipt of Cash, Not Contract E-Signing. And appreciated.

Scale 363
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Shopify S-1 Analysis - Smiling All the Way to $10B

Tom Tunguz

They generate revenue in two ways: subscriptions and merchant services. They pay merchant services for payment fees and other costs that increases the function of the amount of stuff they sell, or Gross Merchandise Value (GMV). Since 2013, Shopify GMV has 10xed from $1.6B Since 2013, Shopify GMV has 10xed from $1.6B