How Much Does “Profitability” Matter in SaaS Today? Let’s Compare HubSpot, Veeva and DropBox. All Are At $2.5 Billion in ARR.
SaaStr
MAY 24, 2024
So the #2 topic in SaaS today is probably profitability and efficiency. #1 is AI. But profitability is a close second. And the message to founders is confusing. Yes, everyone has to be at least 2x as efficient as 2021, maybe more so. But … that’s not enough. You still have to grow. So what’s the trade-off? I pulled up 3 recent examples from the SaaStr 5 Interesting Learning series, and interestingly, all 3 are at ~$2.5B ARR: SMB leader HubSpot Enterprise vertical SaaS lea
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