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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. 110% growth at $4B in revenues.

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

SaaStr

While its software has decent margins of 66%, software is only 10% of Toast’s total GAAP revenue. 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. Mediocre margins in payments. And a few bonus notes: #6.

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

SaaStr

At SaaStr, our partners are an integral part of our events. Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. Grab tickets here. .

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

SaaStr

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? ARR now really means revenue with 100%+ Net Revenue Retention. 50% revenue from software (recurring), 50% from payments (not-recurring). .

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

SaaStr

PST, Stephanie Opdam, Partner at Notion Capital, shares four business model changes that will allow SaaS companies to build resilience and staying power over time. Now, the lows appear to stabilize around the levels we saw in 2016. 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

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. Vindi is a PCI-certified online payment platform for recurring billing.