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5 Interesting Learnings from Klaviyo at Almost $1 Billion in ARR

SaaStr

It was the only SaaS IPO on 2023. Just not as quickly as overall revenue growth. #4. A third of revenue is from outside the Americas. #5. So the latest SaaS leader to cross $1B ARR is Klaviyo. Klaviyo dominates marketing in the Shopify ecosystem and in ecommerce, and just keeps on scaling. The only one!

Scale 301
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Dear SaaStr: Why Are Buyers Not Ready to Spend Big on Acquisitions as Readily Today as in the Past?

SaaStr

Revenues Multiples Are Down Even the best public SaaS companies are worth ~10x revenue today. In 2021, they were often worth 40x revenue. And it also makes it harder to meet the “ask” of a startup that might want a much higher revenue multiple. In tech at least, there are two big issues: #1.

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5 Interesting Learnings from Cloudflare at $1.7 Billion in ARR

SaaStr

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. Top-tier growth, cash-flow positive, and very durable revenue. Wall Street wants revenue that is durable. Wall Street wants revenue that is durable.

Scaling 273
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What’s Really Different in SaaS in 2023

SaaStr

The best of us kept growing , albeit with elevated churn through 2010: What Really Happened to SaaS in the ’08-’09 Recession And to those of us who have been doing SaaS a long time … 2023 just feels Like it Used to Be. Revenue multiples for public SaaS companies in 2023 IMHO are still too low.

SaaS 314
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The Ultimate Gartner Report to Driving Growth & Recurring Revenue

In 2023, companies are looking to improve their revenue and drive sustainable growth by scaling their subscription offerings, to increase the rate of growth and resilience by moving from one-time sales to recurring revenue. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S.

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3 Reasons 2024 Has To Be Better Than 2023

SaaStr

” — mostly from folks who had a tougher 2023. 2023 wasn’t hard for everyone: First, it was mainly hard for folks that sold into “tech”, broadly speaking : Monday sells mainly outside of tech — it crushed 2023. Not So Bad, Actually So 2023 wasn’t all bad. Now let’s be clear.

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5 Interesting Learnings from Palantir at $2.7 Billion in ARR

SaaStr

Growth Has Re-Accelerated Fueled by commercial and government contracts, and by AI-related demand in both, Palantir is seeing growth re-accelerate from 2023. And revenue is up +55%. This potential for a decade of growth at scale here helps justify the high revenue multiple Palantir trades at. #4. Let’s dig in.

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Retail Reimagined: What It Means To Be An Innovative Retailer

Speaker: DeAnna McIntosh, Retail Growth Strategist

In 2023, we are navigating inflation and its impact on consumer spending, various lasting side effects from the pandemic, and a looming recession in the back half of the year. So how can we drive innovation and uncover new sources of revenue in this challenging retail environment?