So Twilio is perhaps the top “hero” SaaS company that has taken the biggest hit from the crunch of 2023. Twilio dominates many of its spaces and segments. It’s the Stripe for Communications. But that’s also a segment of the market where...
So Snowflake is the high flier in Cloud. It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its...
So it’s tougher out there for many of us, but many Cloud and SaaS leaders are still growing at epic rates, even if not quite at the torrid rates of 2021. SaaStr favorite Monday.com is one of them. It’s crossed $640,000,000 in ARR, growing a stunning...
So RingCentral is a quiet SaaS leader that has been around for a long time, since the early days of SaaS. It’s built its way into an enterprise contact center leader and has now crossed $2 Billion in ARR, growing a mature but still steady 16%. And while...
So we’ve covered HubSpot on our 5 Interesting Learning series more than any other SaaS leader, but it’s for a reason. First, so many of us HubSpot itself every day, so it’s … well, tangible. And second, it’s similar to the apps many of...
So Freshworks in another in our line of “hero companies” in SaaS. While Freshworks is very much a global SaaS leader, its history as perhaps the first with deep roots in India to IPO in the U.S. makes it one we all root for as a break-out global leader....
Squarespace produces amazing websites for SMBs — we are a big customer at SaaStr. And that’s powered it all the way to a $1B run-rate with 28% EBITDA. Self-serve products can and should be quite profitable at scale. But it’s also a story of...
So one large category of software spend is on Point of Sale systems. The one most of us know best is Toast, because we all use Toast so often when we go out to dinner. And it indeed has strong market share there. And perhaps the one we know second-best is Square. ...
So one of my favorite categories to track and analyze in SaaS is project management. Why? Diversity of vendors and customers. There are so many leaders that have IPO’d (Asana, Monday, Atlassian, Smartsheet, etc) and so many that will (Notion, Clickup,...
So I think the second SaaS app I ever purchased was LivePerson. The first was Salesforce, to get our CRM going (today, we would likely have gone with HubSpot). And the second was LivePerson, to handle chat and support. Back in the day, it was a magical app. It...
So in our 5 Interesting Learnings series, we try to mix it up with a combination of how “hero” companies are doing, like Monday, HubSpot, GitLab, etc. … how some ones that you might know less well are doing, like Doximity, Bill (when we first profiled), … and then how...
So few Cloud software companies have had a more interesting history than UiPath. It took them a full 10 years to get to $1m in ARR (!). And then after that, explosion. Robotic Process Automation took off, and they rocketed toward $1 Billion in ARR. Growth then...
So at Team SaaStr, we flag certain startups as “hero companies”. The ones founders really look up to, and especially want to learn from. We try to get as many of their founders and CROs and CMOs to speak at our events as possible. One of the top ones is...
Did you know there is a “LinkedIn for Doctors”? That is doing $450,000,000 in ARR … growing a fairly mature 18%, but at an insane profitabilty level with a 43% (!) adjusted EBIDTA margin? Well, there is. It’s called Doximity and it’s...
So what if I told you there is a SaaS company you likely have never really heard of unless you are in adtech / advertising, doing $2 Billion in ARR, with a $28 Billion market cap even today, that’s insanely profitable and yet still growing 32%? Yes, this company...