Remove 2016 Remove Payment Services Remove Payment Solutions
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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. Deel is a global payroll solution that helps businesses hire anyone, anywhere.

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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.

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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. And half from fees on transactions it processes: Is this all really ARR? Well, if it were 2016, we’d say no. And yes, it’s a software company. But it isn’t.

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

SaaStr

There are several big leaders in property management software, and AppFolio is one of them. At $660m in “ARR” (a lot of that isn’t software, as we’ll see below), it’s trading at a $7.2 AppFolio is what the markets want in a software+ company, at least in 2023. Let’s dig in.

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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 Instructure at $620,000,000 in ARR

SaaStr

Instructure is one of the leading learning management systems for education with its Canvas product. 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. Your kids may well use it. It took on $1.7

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!