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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. Why software/SaaS companies should care. The importance of direct to consumer sales.

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

SaaStr

And they are both incredibly impressive — 118% growth at $3B run-rate and $500m in ARR in software alone may be an all-time record — but also, perhaps not SaaS? #1. With gross margins of only 21%, is Toast really a software company? Wix just has more software revenue to blend the total margins higher.

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

SaaStr

50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software. Well, if it were 2016, we’d say no. And yes, it’s a software company. You pay a subscription for websites to help you sell stuff. $220m in ARR, $13B market cap.

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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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29 Latin American SaaS Superstars

SaaStock

Trailblazing through their home continent, venturing successfully onto the world stage or changing from on-premise software to SaaS, these companies could have a postal code in any SaaS hotspot in the world. ContaAzul was acquired by the collaborative software platform Wabbi Software S.A. We can’t wait to meet them. Tienda Nube.

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Get More Out Of Q4: 2022 SaaS and Software Holiday Spend Report

FastSpring

The fourth quarter is the most important quarter for software companies around the world. . We confirmed this by reviewing sales data from over 300 SaaS and software companies that use our billing platform. In November, software companies see 11% to 24% over the average monthly revenue. But is this true for SaaS and software?