ElevenLabs Just Hit $330M ARR in 24 Months. It Took Twilio 8 Years to Get There.
ElevenLabs will probably be worth more than Twilio by mid-2026 Really seems like a missed opportunity there — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) January 13, 2026 ElevenLabs is on track to match Twilio’s current market cap in under 5 years from founding,...
OneStream Goes Private, Navan at 4x ARR: Are The IPO Markets Really That Open?
So this week, OneStream announced it’s going private. Just 17 months after its IPO. Let that sink in. KKR took OneStream public in July 2024 at a $6 billion valuation. The stock opened 29% above its $20 listing price. Everyone celebrated. The IPO window was...
5 Interesting Learnings From Motive at $500,000,000 ARR. And The Match Up With Samsara.
Motive filed its S-1 to IPO, and now we can finally see the real numbers behind one of the fastest-growing fleet management companies ever built. And with somewhat direct competitor Samsara trading at a ~$20B market cap and just hitting GAAP profitability for the...
Hooray, You Got Profitable. That’s Great, But It’s Not Enough. It’s Time To Reaccelerate Growth.
You did the easiest hard thing. You cut the burn the last 6, 12, 24 months. You right-sized the team. You got to profitability—or at least cash-flow positive. You survived when so many others didn’t. And that matters. A lot. But here’s the uncomfortable...
Can You Really Grow in 2026 if You Aren’t Tapping into AI Budget?
Can you really grow in B2B in 2026 if you aren’t tapping into AI budget? The short answer: Probably not. Here’s the real data. It may in fact be your last, best change to tap into it. Something fundamentally different happened in 2025. AI budgets stopped being...
MongoDB: The Great(est) AI Turnaround Story of 2025
If you wanted to pick the most dramatic turnaround in B2B software in 2025, MongoDB would be it. Mongo has always been a great company, but growth dramatically slowed in 2024 (fiscal 2025): The stock was down for most of the year. Analysts were skeptical. Growth was...
The Great B2B Bifurcation of 2025: Why Some SaaS Stocks Are Up 142% While Others Are Down 51%
The B2B markets bifurcated in 2025 — and the laggards all share one thing in common. 2025 has been the year of the Great B2B Bifurcation. On one side: Palantir up 142%. Cloudflare up 80%. MongoDB up 70%. Security stocks printing money. On the other side: HubSpot down...
Databricks vs. Snowflake at $5B ARR: Same Revenue, 2x Valuation Gap. Here’s Why.
Two Giants, Same Revenue, Completely Different Trajectories This is one of those moments in enterprise software history worth pausing on. Databricks and Snowflake — the two companies that have defined the modern data stack — are now both at just about $5 billion in...
Klaviyo Adds Co-CEO To Get Back To Product. The Dream, But Does It Work?
So Andrew Bialecki, co-founder and CEO of Klaviyo, just made the announcement every technical founder dreams about: He’s bringing in Chano Fernandez (the ex co-CEO of Workday) as co-CEO so he can go back to product. Chano will run GTM, operations, and G&A....
The First $100,000,000 ARR at Samsara: How Founder CEO Sanjit Biswas Built a Platform Giant by Digitizing the Physical World
Samsara is one of the most successful vertical SaaS companies of all time. They’ve just crossed a stunning $1.75 Billion in ARR — growing 29%. That’s about as good as it gets, folks. CEO Sanjit Biswas, the co-founder and CEO of Samsara sat down with...
PagerDuty Falls to ~$1B Market Cap on $500M ARR. Just 2x ARR. Profitable Isn’t Enough. You Have to Grow.
PagerDuty just reported earnings, and the numbers tell a sobering story. The Captain Obvious lesson and reminder: Growth Remains King. Even if you are profitable. You just have to grow. And for now at least — PagerDuty just isn’t growing anymore. Here’s where...
The First $100,000,000 ARR at UiPath: How Founder CEO Daniel Dines Went From 10 Years of Struggle to Hypergrowth
Ahead of SaaStr AI London on Dec 1-2 (See you there!) we’re taking a look back at some of our favorite sessions from our European events. It was so great when Daniel Dines, founder CEO of UiPath, joined us in London as just as UiPath made its rapid evolution from...
Figma is at $20B. Right Where Adobe Offered to Buy It. When Is Saying ‘No’ Worth It in A Strong M&A Deal?
Figma is one of the greatest success stories in the history of B2B software. It created and remade its category. It’s worth $18B today, and Adobe almost acquired them for … $20B. But is hasn’t been 100% smooth sailing since the IPO. The stock is down 68% since its...
The First $100,000,000 ARR at Ramp: How CEO Eric Glyman and CTO Karim Atiyah Built a $30B+ Finance Platform Through Asymmetric Bets
Ramp just announced it has crossed a stunning $1B ARR — growing 100% (!) and just closed its latest VC round at a $32B valuation. Co-founder CTO Karim Atiyah came to SaaStr Annual + AI Summit to share how they scaled to the first $100m ARR. And see everyone at...
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