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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. We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations.

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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. The Covid Boost for SaaS. But likely it’s below 100% excluding payments.

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

SaaStr

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue?

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

Tom Tunguz

In 2021, the business counted more than 8000 customers, with 1000 paying more than $100k and 89 paying more than $1m. The company also mentions the 2016 cohort of customers expanded 51x in the last 5 years. Larger enterprise contracts imply longer contract terms and larger pre-payments, boosting these figures.

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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. While its software has decent margins of 66%, software is only 10% of Toast’s total GAAP revenue. Mediocre margins in payments.

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29 Latin American SaaS Superstars

SaaStock

The Latin American SaaS landscape is hustling and bustling, having seen more IPOs in the last 6 months than the previous 20 years combined. We will gather 300 leading SaaS founders, executives and investors for three days packed with opportunities and rich exchange of knowledge to push the whole ecosystem forward. Founded : 2011.

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

SaaStr

So AppFolio is a big vertical SaaS+ success story I frankly don’t know as much about as I should. So AppFolio is a quiet member of the 10x ARR club – SaaS for property management – $660m run-rate, $7.2B 10 years later, they hit $100m ARR in 2016 and growth just compounded from there.