5 Interesting Learnings from Samsara at $1.26 Billion in ARR
So whose doing well in SaaS today — with almost no “macro” impacts? Folks that sell to the end economy in the U.S. Like Samsara. Powered by the overall strength of the U.S. economy, by shipping, by trucking, by industrial applications and more...
5 Interesting Learnings From HubSpot at $2.5 Billion in ARR
So we’ve covered HubSpot a lot on 5 Interesting Learnings, but there’s a good reason — it’s the SaaS leader the most like most of us. Most of us use HubSpot. Most of us are building products in some category HubSpot plays in, from sales to...
5 Interesting Learnings from Rubrik at $920,000,000 in ARR
So there have only been 3 SaaS IPOs since 2021. Just 3. But all 3 are pretty good ones: Klaviyo, blowing past $1B in ARR; OneStream, growing 37% at $500m ARR; and Rubrik, growing a stunning 35% at $920,000,000 in ARR. (Note: Rubrik’s ARR and growth numbers...
5 Interesting Learnings from Monday at $1 Billion in ARR
So Monday is just a freight train right now. It just keeps scaling and scaling. It’s now crossed $1B in ARR, still growing a stunning 34% … with 22% Free Cash Flow margins! That’s as good as it gets in SaaS, folks. Jaw dropped. What are the...
5 Interesting Learnings From Bill at $1.4 Billion in ARR
So we’re very excited to have René Lacerte, founder and CEO of Bill, at 2024 SaaStr Annual, Sep 10-12 in SF Bay! Grab the final tickets here!! And with that, it seemed a good time to dig in with one of the great SMB leaders Bill. At $1.4 Billion in ARR,...
5 Interesting Learnings from Toast at $1.5 Billion in ARR
So times are tougher these days for many, but in B2B2C … less so. Shopify is seeing growth accelerate. Canva is on fire at $2.4 Billion+ ARR, growing 40%, on the way to an IPO. And Toast is similarly executing at a high level. No downturn there. It’s...
5 Interesting Learnings from Shopify at $8 Billion in ARR
Shopify's growing 21%+ at $8,000,000,000 in ARR And it's predicting growth will >accelerate< the coming quarters It's not easy today. You have your excuses if you need them But change the world in a way that matters, and focus on customers that are...
5 Interesting Learnings from Atlassian at $4.4 Billion in ARR
So we’ve covered Atlassian a lot on the 5 Interesting Learning series — for good reason. First, it’s a Cloud and SaaS leader we all look up to and know. And also, it’s interesting in that it straddles the line between business and developer...
5 Interesting Learnings from Microsoft at $260 Billion in ARR
So Microsoft is hardly a newly minted public company, the frequest focus of our 5 Interesting Learning series. But it’s become so central to Cloud the past years, and both LinkedIn and GitHub (which Microsoft acquired) are at the pulse and heart of B2B and B2D,...
5 Interesting Learnings from Crowdstrike at $3.65 Billion in ARR
So many outside of cybersecurity had barely heard of Crowdstrike before … it took down a big chunk of the Internet the other day. 12-hour timelapse of American Airlines, Delta, and United plane traffic after what was likely the biggest IT outage in history...
5 Interesting Learnings from OneStream at $480,000,000 in ARR
So we’ve finally had another great SaaS IPO — OneStream. Just the third SaaS IPO since December 2021, OneStream is SaaS for CFOs and financial operations, a large but somewhat under-discussed category. SAP and Oracle are very strong here. Folks, TODAY...
5 Interesting Learnings from Instructure at $620,000,000 in ARR
So there’s a vertical SaaS company at over $600m ARR that is extremely well known to its customers that you’ve probably never heard of — Instructure. Instructure is one of the leading learning management systems for education with its Canvas...
5 Interesting Learnings From Monday.com at $870,000,000 in ARR
So Monday.com hasn’t been totally immune to “macro” impacts. It’s seen its NRR come down from 2021 highs, and growth a bit down from its peak. But overall, it’s still one of the top performing public SaaS companies: $880m ARR Growing...
5 Interesting Learnings from GitLab at ~$700,000,000 in ARR
So one Cloud and SaaS leader that has held up well in today’s environment is GitLab. They’re at almost $700m in ARR, growing 33%, with 129% NRR, and 22% free-cash margin. That’s the full package right there. Overall, everyone is still building a...
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