SaaStr

FEBRUARY 20, 2023

Underrated: How great of a business model SaaS is. — Jason Be Kind Lemkin  (@jasonlk) February 20, 2023 So in the Boom Times of late 2020 though early 2022, all we talked about was Unicorns. You can literally do almost nothing but make your customers happy and usually you will still grow.

Acquisition 341

Acquisition Startup Business Model SaaS 341

SaaStr

NOVEMBER 15, 2022

The Evolution of Language For SaaS Business. In 2022, founders and investors must be ready to pivot strategy at any moment. This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. A general understanding of the SaaS business model grew as the SaaS sector matured.

Metrics 272

Metrics Machine Learning Artificial Intelligence Technical Review 272

Tom Tunguz

FEBRUARY 26, 2025

During economic contractions, sales cycles tend to lengthen, particularly for usage-based pricing models. The traditional SaaS business model of annual prepaid contracts based on seats faces challenges when a human is no longer operating the software. 3x as productive as humans, software pricing will need to evolve.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

SaaStr

MARCH 18, 2025

The bar has risen significantly from the “growth at all costs” mindset of 2021-2022. Final Thoughts The AI space is well-funded but still maturing. The most successful companies will combine unique data advantages with strong algorithms and effective go-to-market strategies.

Technical Review 184

Technical Review Artificial Intelligence AI Marketplace as a Service 184

Intercom, Inc.

MARCH 28, 2022

“Technology capabilities were one of the key factors of business success during the height of the COVID-19 pandemic”. According to the International Data Corporation (IDC) , 65% of global GDP will be digitalized by 2022, and investment in digital transformation (DX) continues to grow. This trend shows no signs of slowing down.

Scale 228

Scale Engagement Technical Review Business 228

Tom Tunguz

JUNE 26, 2022

Just how comparable are these businesses? Coinbase’s trailing revenue in Q1 2022 approached $7.5b Their business models differ meaningfully. Coinbase and Uniswap generate billions in revenue. with 34% net income margin (profit). Uniswap recorded $1.7b in revenue in the same period.

Benchmarks 309

Benchmarks Headcount Government Business Model 309

SaaStr

SEPTEMBER 20, 2023

The Macro Impact On Public Cloud Software Over The Past Year Cloud stocks dropped in 2022 in a severe market pullback event that Bessemer Venture Partners call The SaaSacre. While 2022 was a gloomy year, the skies are parting in 2023. The average growth rate in Cloud100 in 2022 was 100%, and this year it fell to 55%.

Cloud 306

Cloud Payments Software Review Payment Solutions 306

SaaStr

SEPTEMBER 9, 2022

Not a bad thing per se, but it also put a lot of pressure on business models. Startups that just accepted compressed ROI on sales commissions ended up pretty stressed in 2022. SaaS companies and fintechs and pseudo-SaaS companies could end up paying out more than the entire year’s margin in the commission check.

Scale 345

Scale Venture Capital Sales Hiring Sales 345

Tom Tunguz

NOVEMBER 8, 2022

Recently valued at $24b, FTX is the third major crypto company to collapse in 2022 due to insolvency: Three Arrows Capital & Terra complete the trio. When the collateral’s value disintegrated, the business defaulted. Fewer dollars in the ecosystem will focus builders on viable business models.

Technical Review 254

Technical Review Innovation Technology Business Model 254

SaaStr

OCTOBER 26, 2022

Despite being freemium, Wix’s business model isn’t hyper efficient. But it’s also a sign of how much tougher the public markets have gotten in 2022. Interesting to note though that North America is the fastest growth segment. #7. About $230,000 in revenue per employee. That’s OK but not all that efficient.

Payments 283

Payments Payment Solutions Payment Methods SaaS Payments 283

SaaStr

APRIL 19, 2024

You Need A Business Model with Economies of Scale As you’re trying to reverse engineer whether your business model makes sense, you have to look at your business model. Certain business models have economies of scale, and some don’t. So, what does it take to get to a $100M outcome?

Engineering 300

Engineering Business Model Pricing Scaling 300

SaaStr

FEBRUARY 27, 2023

They credit this growth to their global team, a switch to an enterprise business model switch, and flexible work operations. Moving from self-service to enterprise As your product improves, your user demands change, requiring a revamp of the business model to satisfy high-paying customers.

Scale 245

Scale Sales Hiring Sales Recruiting Scaling 245

SaaStr

JULY 5, 2023

2022 Saw a Slowdown in Usage Growth, But 2023 Saw a Potential Bounce Back. And here you can see the magic in Mongo’s business model. Wow, just an epic product, CEO, business model, and success story. It’s now at a stunning $1.5 That’s about as good as it gets in SaaS and Cloud! Revenue growth.

Scale 242

Scale cloud efficiency Cloud Business Model 242

SaaStr

DECEMBER 28, 2023

Many founders hit the brakes on growth to pivot towards profitability when in reality, the right combination is aiming for durable growth with a profitable business model. In 2022, she was featured on the Forbes Midas Brink List, which recognizes up-and-coming leading investors.

Technical Review 279

Technical Review Software Review Venture Capital Payment Solutions 279

SaaStr

JULY 27, 2023

If you look at the year-over-year numbers, total capital raised fell 80% in Q1 this year vs. Q1 of 2022 in the United States. You can see how the market builds up until Q4 of 2021 with almost $63B of cash raised, and then fell to around $43B raised in Q1 of 2022 and $10B in Q1 of 2023. That’s a considerable drop. The reason?

AI 243

AI Trends Banking Benchmarks 243

SaaStr

JULY 27, 2022

At the SaaStr Europa 2022 event, Accel Partner Philippe Botteri interviewed PayFit CEO & Co-Founder Firmin Zocchetto to ask about his GTM strategy. . As of 2022, Payfit has reached unicorn status –– after raising $289 million in Series E, the company is now valued at $2.1 Secret 3: Don’t Underestimate the Importance of Culture.

SMB 244

SMB Sales Hiring Scale B2C 244

Clouded Judgement

JULY 16, 2024

” How OneStream Makes Money From the S-1: “Our business model centers on maximizing the lifetime value of a customer relationship. Our cloud-based platform enables a modern and expanded approach to finance and EPM, which is sometimes also referred to as corporate performance management, or CPM. months and 23.4

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

SaaStr

MAY 19, 2023

Then things plummeted in November of 2022, and now things are leveling out in 2023. If you’re frustrated with VCs, you have to understand their business models. Get to know their business model. The Boom Didn’t Prepare Us For This Us, as in new founders. 2021 was a wild time. The times before 2021 were the norm.

Venture Capital 246

Venture Capital Management Business Model Trends 246

SaaStr

JULY 24, 2023

1 — 2022 Saw A Slowdown In Usage Growth, But 2023 Saw A Potential Bounce Back. Even with MongoDB’s epic growth, 2022 saw a big slowdown in usage growth. Here you can see the magic in MongoDB’s business model. Let’s look at nine interesting learnings about this leading company. #1 But you know what isn’t? Revenue growth.

Revenue 245

Revenue Scale Sales Hiring Cloud 245

OpenView Labs

JANUARY 13, 2022

This year we look back at 2021 and forward to 2022, measuring how our past predictions have stood up to another tumultuous year and laying out what you can expect in 2022. Science, conscious consumers, and next-gen founders will drive ESG’ innovation in 2022. Join Steven’s research, take a short survey Growth Strategies in 2022.

Pricing 82

Pricing Payment Services SaaS Payments Payment Solutions 82

ChurnZero

JUNE 24, 2022

2022 continues to be a grave reminder that change is constant. What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. How do you stack up against your peers?

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

ChurnZero

JANUARY 13, 2022

Following the trends from the last few years, we fully expect to see an acceleration in the number of Customer Success leaders who join the ranks of the C-suite over the course of 2022. Here’s our watchlist of Customer Success leaders to follow in 2022. 10 Customer Success Leaders to Watch in 2022. markets at Blackbaud.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Baremetrics

JANUARY 12, 2022

Thankfully there are many cash flow modeling packages out there to streamline cash flow modeling. In this article, we are going to summarize the six tools you should consider for cash flow modeling in 2022. What is cash flow modeling? Why is cash flow modeling important for SaaS? Table of Contents.

Payment Services 95

Payment Services Payment Methods SaaS Payments Payment Solutions 95

FastSpring

OCTOBER 25, 2023

When the Data Are From The data below are pulled from 2018-2022 to give the most up-to-date insights, while showing trends that are relatively consistent across a five-year period and avoiding any outliers skewing the data unnecessarily. US Year-End Trends for SaaS and Software Purchases We first looked at U.S. Additionally, while U.S.

SaaS Payments 159

SaaS Payments Payment Solutions Software Review Merchant Services 159

SaaStr

APRIL 30, 2024

2022 was a foundation-building year, fixing a very leaky bucket where the product crushed it with the right customers, but they were closing a lot of poor-fit customers. The focus was cleaning up and rebooting, which meant exiting two of the four AEs in his first 45 days. They needed to get their hands on early churn.

Scale 301

Scale SMB Sales Hiring Sales 301

Sales Hacker

SEPTEMBER 18, 2024

To interpret these charts, if the growth index on the y-axis is 110, this means there are 10% more roles compared to 2022 when the base index of 100 was set. Growth of roles While SDR and AE roles had similar hiring trends in 2022, their trajectories have drastically diverged since then. Feedback from GTM leaders echoes this notion.

Sales Hiring 123

Sales Hiring Scale Sales AI Search 123

Andreessen Horowitz

SEPTEMBER 18, 2023

This piece, Part A, uses Clay Christensen’s Jobs to be Done lens, along with an assessment of viable product wedges and business models, to share what we see as the most promising applications of AI in enterprise healthcare. better than the status quo.

Healthcare 140

Healthcare AI Artificial Intelligence Payment Solutions 140

Andreessen Horowitz

MARCH 26, 2024

In 2022, as LLMs took the world by storm, the market was trying to navigate the right way to build solutions on top of the many models becoming available. Trey kept the team focused and spent months obsessing over novel applications of new open source models. Today, we are excited to announce we’ve led their Series A.

Investment 130

Investment Healthcare AI Business Model 130

FastSpring

JULY 10, 2019

Thinking about transitioning to a subscription-based business model? In fact, according to a recent report from Gartner, more than 90 percent of software providers are expected to migrate to a subscription-based business model by 2022. We know this is a big decision for businesses. You’re not alone.

Merchant Services 101

Merchant Services Payment Methods Payment Solutions Payment Services 101

Andreessen Horowitz

FEBRUARY 29, 2024

Pivoting from growth at all costs in 2020 and 2021 to efficiency in 2022 and 2023 meant slashing budgets, shelving new projects, doing RIFs, and picking fights with your cloud provider over your bills. A Great company has a strong, defensible business model that can win market share from incumbents.

Technical Review 109

Technical Review Innovation Cloud Trends 109

OPEXEngine

FEBRUARY 15, 2022

Paired with gross margin (GM), cost of goods (COGs) tells investors in a single glance about the profitability of revenues, SaaS business model purity, and company efficiency. The prevalence and extremity of outliers reflected within this cohort highlight the substantial differences in business models between SaaS companies in 2020.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

BetterCloud

MARCH 2, 2022

In response, analyst firms like Gartner have conducted extensive research to understand how executives can position their businesses to succeed in an increasingly remote-first world. And what role can CIOs play in enabling the business in 2022 and beyond? Shifting to business models that integrate digital and physical services.

Technology 52

Technology Trends Cloud Healthcare 52

ChurnZero

JUNE 24, 2022

2022 continues to be a grave reminder that change is constant. What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. How do you stack up against your peers?

Benchmarks 52

Benchmarks Retention Software Review Technical Review 52

Neil Patel

JANUARY 1, 2021

Features like unique billing and subscription services have completely shifted the gaming business model. This new business model is certainly changing the landscape of gaming by offering accessibility, usability, and big profits all around. Games as a Service Business Models.

Payments 122

Payments Payment Services Payment Methods Payment Solutions 122

OPEXEngine

FEBRUARY 1, 2022

That’s a 5x growth in six years, and it is estimated to reach $171 billion in 2022, continuing to dominate the cloud services market. The post 3 ways SaaS CFOs can prepare for hypergrowth in 2022 appeared first on OPEXEngine. According to Gartner , the SaaS industry has grown from $35 billion in 2015 to $145 billion in 2021.

SaaS Payments 52

SaaS Payments Payment Services Payment Solutions SaaS 52

SaaStr

APRIL 30, 2022

In the run up to SaaStr Europa 2022 in Barcelona on June 7-8 , we’re taking a look at some of the top all-time SaaStr Europa sessions. Join us at SaaStr Europa 2022. It wasn’t the case 20 or even 10 years ago, where the business models of the internet were more focused on eCommerce, marketplaces, or even advertising.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

ChurnZero

SEPTEMBER 23, 2022

Searches for customer retention peaked in early 2022. . Since the dawn of business, this was the name of the game and why the venture capital space continues to soar. . Between 2017 and 2022, the venture capital & principal trading market in the US grew at an annualized rate of more than 11%. The pandemic.

Education 98

Education Customer Success Venture Capital Churn 98