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Epic Games Versus The App Store: A Fight for Autonomy and Freedom in the Ecommerce Era

FastSpring

Note: Apple announced that it would be reducing the App Store fee from 30% to 15% for most developers starting on January 1st, 2021. For app entrepreneurs and ecommerce store owners, the battle to be noticed in the marketplace is ongoing. Epic Games wants to take control of their online sales with its own marketplace.

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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. Cloud and ecommerce may end soon, but it hasn’t ended yet. NRR of 110%+ since 2018 — sort of.

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5 Interesting Learnings from Toast at $500m in ARR, and a $3B Total Run Rate

SaaStr

It loses money on the hardware (gross margin negative) and the payments solutions have barely a 20%+ margin and constitute the vast majority of revenue today. Wix has a similar challenge at $1B+ in ARR , where its website SaaS has high margins but its payments products for eCommerce have a 29% margin.

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

SaaStr

50% revenue from software (recurring), 50% from payments (not-recurring). . Well, if it were 2016, we’d say no. You pay a subscription for websites to help you sell stuff. $220m in ARR, $13B market cap. Bill.com is one of my favorite sleeper SaaS companies. Half of its revenues comes from its software.

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Thanks to Chargebee, Deel, Lark, and Vanta for Sponsoring SaaStr APAC 2023!

SaaStr

Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management. Today, Deel serves over 8,000 customers from SMBs to publicly traded companies.

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SaaS Is Growing Up: 4 Business Model Changes To Adopt with Notion Capital

SaaStr

Now, the lows appear to stabilize around the levels we saw in 2016. This is where traditional SaaS methods like subscription pricing only, driving growth through headcount only, or a pure sales GTM strategy only live. Those methods no longer work, and it’s time to adapt. You don’t want to be there.

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29 Latin American SaaS Superstars

SaaStock

The main target customers of Olist include online shops, retailers seeking better placement, importers and distributors, but the platform is also useful for end customers. Listing your online business on Olist is compared to having your shop in the largest department store in the region. CEO : Tiago Dalvi. Founded : 2015.