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The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. Some software companies also have seasonality in the “payback.”
So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! Aggregate quarterly net new ARR added across the cloud software universe dropped to just $1.65
50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? Software is so much better than it was just 24 months ago. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. We are still learning.
Per Google: According to most industry experts, the top event for SaaS software is considered to be SaaStr Annua l ; it is widely recognized as the largest gathering for the global SaaS community, attracting thousands of founders, executives, and investors from across the industry.
Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments
Many software companies are exploring PayFac-as-a-Service providers in an effort to drive more embedded payments revenue and gain greater control over the customer experience. But there are nuances in a PayFac relationship that often get downplayed – nuances that can impact the risk and resource responsibilities of software providers.
It’s not to say software spending is slowing (it’s not), or that there aren’t fast-growing businesses (they thrive in the private markets). The top quartile companies are growing at slower rates today than the bottom quartile companies in 2016. The median has never been lower in the last ten years.
Software buying behavior has changed, and today we’ll share how you can leverage these changes to win in the age of AI. The ability to win these limited software budgets and access decision-makers is harder than ever. The promise of AI isn’t just hype—it’s fundamentally reshaping software purchasing.
It’s almost time again for Cyber Weekend, and November sales spikes aren’t just for holiday gifts and physical goods — SaaS and software companies also benefit from this annual increase in sales. trends in year-end SaaS and software sales data. trends in year-end SaaS and software sales data. dollars for simplicity’s sake.
Here’s what it found: Software spend will grow 19% a year the next 4 years SaaS will grow 13% a year, still substantial but lower than some Gartner estimates CIOs and enterprises are about 60% of the way in their digital transformation journey. AI driving software from 2.0% It would be the New Golden Age of Software.
Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments
Most integrated payments providers share a percent of the payment revenue with their software partners. But, oftentimes, that revenue share is only a fraction of the true income potential software providers can realize.
million software developers worldwide. tew_cta text="Do you have an idea for a software project? Or do you need help evaluating software firms? In 2023, there were approximately 26.3 This vast pool of talent showcases a wide range of experience and portfolios, quality of work, and inquisitiveness. Either way, we can help!"]
The new software GTM playbook has yet to be written. Figuring out how to consistently produce wow moments with non-deterministic software is essential. Ultimately, pricing captures 15-30% of the value the software/AI creates. But the companies who figure it out will become the next wave of massive businesses.
Every week I’ll provide updates on the latest trends in cloud software companies. Will the macro turn in favor of software buyers? We’ll see how the rest of software earnings shake out - but so far I’d categorize the guides / outlooks for the year as “meh” at best. Follow along to stay up to date!
The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget The pace of AI advancement has fundamentally broken our traditional frameworks for thinking about technology adoption, market timing, and competitive moats. “Markets used to tap into just software budget. ” Why?
Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments
White label payments enable software providers to earn more revenue and gain control over the customer experience. But with white label payments comes a great deal of responsibility and ownership. Check out this webinar on-demand to see if you are ready to make the transition to white label payments.
Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? Terms related to integrated payment technology Application programming interface (API) A set of routines, protocols, and tools that are used for building software applications.
In the latest episode of PayFAQ: The Embedded Payments Podcast, Ian Hillis speaks with Brad Pinneke , VP of Business Development at Payrix and Worldpay for Platforms, about one of the most important decisions software companies face today: choosing the right payments partner. How do those goals align with potential payments partners?
At Payrix from Worldpay, we see the potential in empowering software platforms to deliver valuable financial products seamlessly within their user experience. Meet some of our experts driving this shift for our software partners and see how Embedded Finance can enhance your platform’s revenue, customer loyalty, and growth potential.
Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. Check out this helpful blog: The essential elements of merchant underwriting for software companies.
In today’s complex business landscape, treating payments as just a software feature is a missed opportunity for significant growth and customer acquisition. Designed for software leaders, this playbook outlines how to harness the full power of a payments strategy to drive substantial revenue and enhance the overall customer experience.
In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. remains the largest interchange and software market, Matt predicts a loosening of regulatory constraints.
The Numbers Tell the Story: Monday.com Q1 2025 : 30% growth, $282M revenue Asana 2024 : Single-digit growth, struggling with churn Mostly Same Product Category, Mostly Different Customers Both companies build “work management” software. The “productivity software” that seemed essential in 2021 is now getting cut.
What is an integrated software vendor? An integrated software vendor more commonly known as an ISV is a software company that engages in a partnership with a payments provider in order to integrate payment processing capabilities into their platform. 3 things you should know about integrated software vendors 1.
Dear SaaStr: How Can I Get The Attention of Software VCs? # The post Dear SaaStr: How Can I Get The Attention of Software VCs? 1: Get Out There: Get in TechCrunch. Get on Hackernews. Get on stage at any B tier or A tier event. Get warm intros from any successful founders or seed investors you know. appeared first on SaaStr.
Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments
In this webinar, integrated payments veteran, Pete Uselman, discusses common challenges software companies face in encouraging customers to utilize their payment features and shares the latest tips and trends to overcome these obstacles.
For medical billing software providers, that means delivering more than just clinical functionality. With ACH payments and card acceptance integrated directly into the medical billing software, facilities can process transactions faster, reduce outstanding balances, and better predict cash flow. Its mandatory.
SaaS and Software Multiples Are at Near All-Time Lows — Because Growth Has Slowed We already know this, but why? Software Growth Will Bounce Back, With AI As the Accelerant Coate believes software growth will rebound, it’s just the next wave after semiconductors and infrastructure. Coate believes it’s simple.
For the subsequent ten years in software, we’ve optimized every little bit of how we sell it. But today, it’s different because the kinds of software we sell aren’t the same. Six months ago, security was the number one prohibition preventing businesses and software companies from buying AI. It isn’t predictable.
At Payrix from Worldpay, we have an internal team of risk management experts dedicated to helping software companies, like yours, manage payment processing, fraud prevention, and compliance. Such innovations save time and mitigate potential losses for our software partners and their users. Here’s what they want to know. compliance.
Embedded solutions have taken the software industry by storm and disrupted the traditional distribution network for financial services, like payment processing. Explore this whitepaper to learn more about the payfac opportunity and why it has never been more important to your software business.
and strong unit economics … Figma’s IPO filing also reveals fascinating insights about the future of software creation, team collaboration, and platform business models. This isn’t just adoption—it’s a fundamental shift in who “designs” software. Here are the hidden gems: 1.
Many mid-market software companies price with the goal of revenue maximization, negotiating for the highest possible price in each sale. There are exceptions: Oracle’s database, Tanium’s security product, Workday’s human capital management software. Application software companies typically sell seats.
Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. ‘Look, here’s enterprise software. What are you doing? Why a dozen?
The results may change how you think about building software. What this means for founders : If you can get security clearances and build something the Pentagon needs, you’re not in software anymore—you’re in the defense contractor business. TL;DR: The SaaS market has clearly bifurcated in 2025. It’s already started.
From emerging payment technologies to the importance of intuitive software design, the world of embedded payments is rapidly evolving. How do you stay ahead while serving up what merchants really want in your software offerings? The Merchant Insider report is here to help, offering unique insights into the merchant perspective.
That expectation has driven software companies to build and grow their platforms rooted in customer centricity. As the demand for seamless platform experiences intensifies, theres only one way for software companies to effectively deliver on customer-centric strategies: with a digital-first approach.
The Infrastructure Bypass Midmarket software companies are caught in a “pressure cooker” with fast-moving AI startups developing applications far more rapidly than traditional software companies on one side, and tech giants investing billions in proprietary AI tools on the other. At Palantir, we plan to power the winners.”
revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. TL;DR: Databricks hit a $3.7B Databricks announced they're targeting a $3.7B
This isn’t feature addition—it’s fundamental workflow replacement that’s compressing overall software spend. The Disruption Math Can Be Brutal : In contact centers, AI replaces 40-50% of human agents but only increases software ACV by 50%. Consolidation Wave Incoming : Mature markets consolidate. 150 billion.
If you're in the software industry grappling with integrating payments into your business model, understanding where others have stumbled can be a game-changer for your revenue goals. This article serves as a comprehensive guide, offering actionable insights for software companies. Discover 6 key reasons behind the struggles many face.
Because valuations are as high as ever, and yet … public software multiples are far, far, far lower than 2021. Battery does believe it’s possible AI can 4x the spend on software and software infrastructure by “stealing” another $3 trillion in spend from service and labor displacement. in 2021 to 23.4x
months is reshaping how software gets built TL;DR: The New Dev Platform Reality In June 2025, Replit CEO Amjad Masad dropped a bombshell on X: his company had crossed $100M ARR, up from just $10M at the end of 2024. This isn’t just another software success story. But that's not enough to create software.
Its product provides software to spas and salons but it’s not new (the first salon software came out in the 80s), and neither is a lot of the vertical software getting hot today. 10-15 years ago, salon and spa software was essentially a calendar with bells and whistles. readily available that didn’t exist before.
They’re clearly bullish on B2B software again. .” The Bigger Picture This deal is part of a broader pattern. In April, Thoma Bravo agreed to acquire Boeing’s Digital Aviation Solutions unit for $10.55 revenue, with average at 6.0x revenue, with average at 6.0x
But because payments are outside the typical software company’s core offerings and expertise, bringing them in-house can seem daunting. We’ve got an overview of the journey from software company to full-blown Payfac. What does it really take to become a Payfac?
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