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5 Interesting Learnings From Shopify. At $3+ Billion in ARR.

SaaStr

But, there are still many interesting things we can learn from Shopify, especially since it sells to so many SMBs, has been late to go upmarket, and combines a payments/fintech element with pure SaaS. Subscriptions can fuel payments and merchant revenue. It’s now bigger than Shopify’s SaaS revenue, by far: 3.

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

SaaStr

Over $500,000 revenue per employee. As a result, it’s quite profitable, with $150m in free cash flow in 2020. #2. Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. Two different ways to monetize ecommerce on a website. #3.

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Adding Payments and Fintech to SaaS Can Be Great. But You Gotta Watch the Margins.

SaaStr

So in the Boom Times of later 2020 and 2021, almost every VC pushed SaaS companies to at least become a little bit of a fintech. It seemed such an easy way to bolt on more revenue to an underlying SaaS platform. Shopify now gets 2x the revenue from payments and merchant services than it does from SaaS subcriptions.

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7 Thoughts on Building Your First Partner Program

SaaStr

Salesforce’s biggest source of new revenue isn’t CRM or even support. It’s partners and platform. It took more than a decade after Salesforce was founded: Shopify’s partner ecosystem is also huge, comprising 20% of its revenue in 2020. And it has been since 2017 or so! But that took time.

Payments 306
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3 Tips to Accelerate You to $100M ARR and Beyond with Payrix Director, Marketing Katie Wickham and Bob Butler, Payrix Chief Commercial Officer (Video)

SaaStr

Wherever you are in your revenue journey, adopting certain growth strategies can help you keep growing fast. Joined by Katie Wickham, Payrix’s Director of Marketing, Butler shares essential tips on accelerating your business to $100 million ARR and beyond. . Brex then scaled its payments business quickly.

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Digital Payments: 12 Digital Payment Options to Consider Accepting in Your Business

Stax

Physical wallets are phasing out, left behind in favor of digital wallets and other digital payment options. There’s no question that cashless payment systems and digital payment adoption have accelerated over the last few years. In 2019, 77% of US consumers were using at least one type of digital payment system.

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State of the Cloud 2023 with Bessemer Venture Partners (Video + Podcast)

SaaStr

SVB collapsed, market multiples are down, yet the IPO window is re-opening, and we have a platform shift to AI that’s exciting everybody. At the peak of bull market exuberance at the end of 2021, a 1% improvement in revenue growth had the same impact on valuations as a 6% improvement in free cash flow margin. Let’s find out.

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