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...
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...
5 Interesting Learnings from Valve at $17 Billion in ARR
So Valve isn’t a B2B company per se, but it has evolved from a gaming platform to an epic marketplace (Steam) with unit economics that are almost unprecented. I still think we can learn fro it. Valve will generate over $17 Billion in total gross revenue and $4...
5 Interesting Learnings from MongoDB at $2.4 Billion in ARR
MongoDB is back. It saw growth slow materially for a while, to as low as 13% … but it’s back. And it’s now an AI Beneficiary. At $2.4 Billion in ARR, growth has reaccelerated to 24%. And the stock is up a stunning 45% this year. 5 Interesting...
5 Interesting Learnings From Klaviyo at $1.2 Billion in ARR
5 Interesting Learnings From Klaviyo at $1.2 Billion in ARR Perhaps the most undervalued public B2B / SaaS leader today. At just 6.1x ARR multiples with 32% YoY growth, Klaviyo is trading at a significant discount to peers with similar growth profiles. The company is...
5 Interesting Learnings from Wealthfront at $340,000,000 in “ARR”
So Wealthfront is one of the latest tech leaders to file to IPO after a long journey, starting back in 2008 (!). It’s an interesting fintech if not a SaaS company per se, one we can learn some things from: The Core Metrics Scale & Growth: $70.4B in AUM (up...
5 Interesting Learnings from Navan at ~$700,000,000 ARR
So Navan is the latest B2B leader to file to IPO, and it should be an interesting one to watch. The numbers are strong, but not Figma strong. How will the markets see it? The margins are strong, but it’s not pure software. Will the markets care? And...
5 Interesting Learnings from Figma at $1 Billion in ARR
So Figma recently closed its first full quarter as a public company and man it was a good one: Figma crossed $1B ARR growing a stunning 41% With $100m+ of net income And 24% free cash flow margins Just … wow. Many of the public B2B and SaaS leaders may be...
The Latest B2B IPO is Netskope. And it’s Fire. $700m ARR, Growing 33%. The Next IPOs Will Be Even Better.
The latest tech IPO to file is another cybersecurity software leader … and it’s a really, really good one. Netskope. 📈 $707M ARR (+33% YoY) 💰 $538M revenue (+32% YoY) 🏢 4,317 customers (+21% YoY) ⭐ 30%+ of Fortune 100 as customers 📊 118% net retention...
5 Interesting Learnings from Palantir at $4 Billion in ARR
Palantir just delivered one of the most impressive enterprise software quarters we’ve seen in years: 48% YoY revenue growth a 94% Rule of 40 score, and US commercial revenue exploding 93% YoY and an incredible rebound from slow growth just 24 months ago....
5 Interesting Learnings from Hinge Health at $550,000,000 ARR
Hinge Health is one of the latest crop of tech IPOs and one you may have missed. It’s a B2B2C digital health platform that provides musculoskeletal (MSK) care to employees through their employers and health plans. Using AI-powered motion tracking, personalized...
5 Interesting Learnings From Google Cloud at $54 Billion in ARR
AI has just been a massive accelerant from Google Cloud. It’s now accelerating at $50+ Billion in ARR, growing a jaw-dropping 31.7%. And backlog is growing even faster. The AI Acceleration Story Google Cloud’s Q2 2025 results demonstrate how artificial...
5 Interesting Learnings from ServiceNow at $12.5 Billion in ARR
Don’t look now but guess who’s crushing it in the frenetic age of AI? Oracle. SAP. And enterprise leader ServiceNow. Crushing it. 22% growth at $12.5 Billion in ARR — and accelerating. And AI is the accelerant. Even for some of the...
MongoDB at $2B+ ARR: 5 Epic Learnings from Q1 2026 That Every B2B Leader Should Study
MongoDB recently dropped its Q1 2026 results, and well … Mongo is back. At $549M quarterly revenue (22% YoY growth), they’re proving something important: you CAN still grow 20%+ at massive scale. Here are 5 top takeaways every B2B leader should...
Founder SaaStr
Related Posts
