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5 Interesting Learnings from ServiceTitan at $840,000,000 in ARR

SaaStr

ServiceTitan, the operating system for the trades, continues to scale impressively, with $772M in FY25 revenue, $800m+ ARR and a clear path to $1B ARR. Theyve built a true operating system for the tradeshandling everything from CRM to payments to field service management. This shift has been critical to scaling beyond $500M ARR.

Payments 130
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Easy Cross Border Transactions With FastSpring as Your MoR

FastSpring

Selling internationally can get complicated very quickly if you’re trying to manage cross border payments yourself. And typical payment service providers won’t help you with most of those concerns. Read on to learn: Why cross border payments are key to taking your business global.

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

SaaStr

Over $500,000 revenue per employee. 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. 5 Interesting Learnings: #1.

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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.

Payments 363
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Monthly Recurring Revenue (MRR): Definitions, Formulas And How To Improve It

Stax

For subscription-based businesses achieving consistent and predictable revenue growth is the holy grail. In fact, monthly recurring revenue (MRR) is one of the most important metrics subscription businesses should be aware of. TL;DR MRR is the average revenue that a company expects to receive each month.

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5 Interesting Learnings from Square, er Block, at $16B in Net Revenue

SaaStr

The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. Its software and services business is the one with the real operating margins. Its software and services business is the one with the real operating margins. businesses. #4. At least still for now.

Payments 307
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5 Interesting Learnings from Shopify at $6.8 Billion in Revenues

SaaStr

That’s not just pretty epic growth at almost $7 Billion in revenue, it’s one heck of a comeback. But a Smaller and Smaller Percentage of Revenue. From a business model perspective, Shopify has in essence been a fintech and merchant product first and a SaaS product second for quite some time. A tough transition.

Payments 299