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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

Well, if it were 2016, we’d say no. With an incredible 121% NRR from SMBs, it all essentially recurs. It just doesn’t all recur under a contact. You pay a subscription for websites to help you sell stuff. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions.

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10 Observations from Dropbox's S1

The Angel VC

We generate over 90% of our revenue from self-serve channels — users who purchase a subscription through our app or website. For comparison, according to a Pacific Crest survey among private SaaS companies, the median SaaS revenue per employee of that group of companies was $136,000 in 2016. 8 – Weaning off AWS Look at this.

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Join FastSpring at SaaS North 2023!

FastSpring

Since 2016, SaaS North has been recognized as THE Canadian hub for rapidly-scaling SaaS founders and their teams. It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow. appeared first on FastSpring.

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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

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Dharmesh Shah of HubSpot: From Day 0 to IPO. What Went to Plan. What Most Certainly Didn’t (Video, Podcast + Transcript)

SaaStr

In 2016, Hubspot was still a scrappy player that had only recently IPO’d, with a market cap around $1B. I’m going to skip by my life story, and how I grew up as a small child in India, and how the dusty streets influenced my take on unit economics, and SaaS subscription models. Hubspot today is a $23B juggernaut.

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ChartMogul 2021: Year in Review

Chart Mogul

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. This year, we also migrated ChartMogul to AWS cloud.

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After Selling For $580M, Here’s What I Learned About SaaS During My Time At Buildium

Outseta

In this post I’m going to share the most important lessons about growing a SaaS business that I learned at Buildium—collectively, these things had an awful lot to do with the company being valued so highly. Buildium’s valuation highlights how the idea that all revenue needs to be recurring doesn’t take any sort of nuance into consideration.