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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ Going Long We’ve written before on the power of going long in SaaS. Then, in 2017, with around $50M in revenue, BILL added payment capabilities. in revenue.

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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. Well, it’s murky.

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5 Interesting Learnings from Squarespace at $700,000,000 in ARR

SaaStr

Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. But in contrast to Wix and Shopify, it doesn’t keep much of the revenue from merchant services itself. Rather, it charges for software subscriptions to take payments on its websites.

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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 : 2013.

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5 Interesting Learnings From Bill at $1.2 Billion in ARR

SaaStr

How is SMB SaaS doing today? Transaction Fees Growing Far Faster (38%) Than Software / SaaS License (21%). Both Bill and Shopifty have morphed over the years from almost pure SaaS companies to payments platforms built on top of a SaaS core. But Bill did it the hard way, and built the payment platforms itself.

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What The Downturn Will Probably Look Like in SaaS

SaaStr

So, despite SaaS multiple and the public markets being at near record highs, we’ve seen things start to … wobble a bit overall in tech: The WeWork IPO simply failed , and the Peloton and Direct Smile IPOs were broken. One of the greatest SaaS companies of all times, but still, it turned out to be mortal. Slack is mortal.

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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. in the same three year span, with a 3x jump between 2019 and 2020. Larger enterprise contracts imply longer contract terms and larger pre-payments, boosting these figures.