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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. While Shopify’s enterprise offering, Plus, is doing extremely well, SMBs grew even faster. Still a lot.

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The Power of Going Long in SaaS

SaaStr

Marketo IPO’s in 2013 at $700m market cap. Today, just 2 years after that, Hubspot in a very similar space (just more SMB) and with very similar revenue, is worth $18B. 2013: first investment. But take a look at these examples: Marketo (and Hubspot): Founded 2006. Vista buys Marketo for $1.8B That’s 18x.

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Building a Global SaaS Empire: 5 Bets That Paid Off with Freshworks Founder & CEO Girish Mathrubootham

SaaStr

Big Bet #4: Go After Bigger Fish — Overlay Field Motion Over Inbound People often assume inbound is all SMB, but one of the things Freshworks realized early on is that you can close larger deals with inbound. As early as 2013-14, Freshworks closed Burger King, 3M, Schneider Electric, Pearson, and Sony, and they all came inbound.

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5 Interesting Learnings From RingCentral. As It Approaches $1b in ARR.

SaaStr

First up is RingCentral, which IPO’d relatively early and quietly in 2013. RingCentral somewhat later in life is growing into a true enterprise-play at $1b+ in ARR vs. the SMB play it was in its earlier and middle days. We’ll check in with a bunch. Since then, revenue has grown 5x and market cap 10x to an impressive $8.8

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29 Latin American SaaS Superstars

SaaStock

Omie main goal is to bridge the efficiency gap in Brazilian SMB, helping customers to be more prosperous. Omie is the only SaaS company figuring among 100 fastest growing SMB in Brazil, according to Deloitte Consulting, ranking #3. Founded : 2013. Founded : 2013. Founded : 2013. Founded : 2013. Superlógica.

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Where are We in the SaaS Valuation Cycle?

Tom Tunguz

Since 2013, we seen an incredible amount of volatility in SaaS forward multiples. Here is an amazing fact: the top 3 companies all target the SMB segment with ASPs at IPO of under $10k. Enterprise value is the market of a publicly traded company minus the available cash the company holds. The peak occurred in February 2014 at 7.7x.

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AMA: Hot Takes on SaaS Metrics with SaaStr Founder Jason Lemkin

SaaStr

As a SaaS veteran who built and sold a software company for nine figures, invested in startups since 2013, 10x-ing his fund, and continues to build a powerhouse community of SaaStr fans, he offers some hot takes on the communities’ burning questions. Do anything that works, and as much of it as you can.

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