So Fastly is a public Cloud company you may not have heard much about in a while. It started off with a ton of PR and attention as a next-generation, super fast CDN, and had an early IPO, but for the most part, has quietly been heads down since then. Customer count...
So AppFolio is a big vertical SaaS+ success story I frankly don’t know as much about as I should. There are several big leaders in property management software, and AppFolio is one of them. It’s doing well, especially in today’s markets. At $660m...
So the last time we checked in on Crowdstrike, they were growing a stunning 65% at $1.7B in ARR. Growth has slowed somewhat as Crowdstrike approached $3 Billion ARR — but only somewhat. The company is still growing a jaw-dropping 37% at almost $3B ARR —...
So Zoominfo is one of our favorite SaaS / Cloud leaders at SaaStr. Why? Basically bootstrapped. Incredibly profitably — amazingly so. Great founder-CEO. Won big in a category that’s complicated (data). And also, because it’s one of the Cloud...
So we’ve been fans of Bill.com for many years at SaaStr, and covered them from the very early days, as a niche product most hadn’t heard of. Well, fast forward to today and it’s truly an SMB powerhouse. At $1.2 Billion in ARR, it’s still...
So we last checked in with Freshworks at $400m in ARR. Fast forward to today, and last quarter they crossed an incredible $560,000,000 in ARR growing 20% on a constant currency basis. That should put them at about $600m ARR today! 5 Interesting Learnings: #1. ...
So Domo is an interesting case study on SaaS entrepreneurship. Founder Josh James had one of the earliest $1B+ exits in SaaS when Adobe bought his first start-up, Omniture, for $1.8 Billion way back in 2008. Omniture, now Adobe Analytics, is still big and it...
So times are still challenging for some, but the effects aren’t even. One SaaS leader that’s accelerating again is Shopify. At an almost $7 Billion run-rate — they’re still growing a stunning 31% on a constant-currency basis. And that’s...
So Databricks hasn’t IPO’d yet — hopefully it will in the next 9-12 months to help keep the just reopened IPO window … well, open. But as part of its most recent private round at a $43 Billion valuation, it did disclose enough interesting...
So Samara is that vertical fleet-and-more-management-and-more SaaS company that has just roared out of the gate since its quiet IPO. Things did get harder for them about a year ago, but growth has since reaccelerated. And efficient growth at that. Fast forward to...
So almost every Cloud infrastructure leader has done pretty well at least during these “macro impacted” times. They’ve seen some impacts, but not as many as others in many cases. Everyone has spent the past year managing their budgets more...
So we’re finally, almost back from the IPO Drought in SaaS. The last SaaS leader to IPO was HashiCorp back in Dec 2021. After that, the public markets began a precipitous decline — leading to an almost 2-year pause in SaaS IPO. But now we’re almost...
So Toast is the latest SaaS leader to get much more efficient in the past 12-18 months. Monday, HubSpot, Mongo and more all did the same. But they’re still cruising — growing a stunning 45% as they blow past $1.1 Billion in ARR! Even with a company that...
So we’ve covered hero company Atlassian many times on this series. First, it’s an epic bootstrapping success story. Second, it showed early you can build a SaaS and enterprise leader from anywhere. And third, it’s a SaaS and Cloud leader we all...
So Sprinklr is one big Social Media and More management tool you might not have heard of — because it’s pretty darn enterprise. And yes today, it does a lot more than social media management, but that’s its original core. And managing content and...