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

SaaStr

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. Think of us as your automated security and compliance expert. appeared first on SaaStr.

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UIPath S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

UIPath, leaders in the Robotic Process Automation (RPA) category, filed their S-1 last week , revealing an impressive business. Founded in 2005 in Bucharest, Romania, by Daniel Dines and Marius Tirca, the company now operates more than 60 offices housing nearly 3000 employees. The services gross margin is -19%.

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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. When you add in payments, i.e. merchant services, NRR for 2018+ is about 110%, based on the below new chart.

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5 Interesting Learnings from AppFolio at $660,000,000 in “ARR”

SaaStr

market cap (11x) – Growing 29% a year — efficiently – Only 30% of revenue from software, rest payments + services – 20% Free Cash Flow, 16% non-GAAP margins – Frozen… pic.twitter.com/8PLvYP1JRz — Jason ✨Be Kind✨ Lemkin  ?? jasonlk) November 15, 2023 And its stock is up 87% this year!

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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). . And half from fees on transactions it processes: Is this all really ARR? Well, if it were 2016, we’d say no. We could have picked many B2D services, like Twilio or others, too, which have primarily or substantial transaction pricing too.

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5 Interesting Learnings from Instructure at $620,000,000 in ARR

SaaStr

It rocketed to $100m in ARR just 5 years later in 2016. Billion market cap But, Instructure has A lot, lot of debt to service. That’s a lot of debt to pay back and service. Instructure is generating significant cash now — before it services its debt. That’s about $100m a year in debt service for now.

Scale 299
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FastSpring at SaaStock USA 2024!

FastSpring

Ready to join the leading conference for B2B SaaS founders, operators and investors from pre-seed to series C? Since 2016, SaaStock has helped more founders, investors, and operators connect, learn, and grow than any other SaaS conference globally. If so, join FastSpring at SaaStock USA 2024 at Booth S5!