5 Interesting Learnings from Momentive at $500,000,000 ARR
So we first checked in with Momentive (then SurveyMonkey) as they went to IPO, after being founded in 1999 (!). Fast forward to today, they are now crossing $500,000,000 in ARR, growing modestly but consistently at 14% Year-over-Year: They’re also a case study...
Some SaaS Stocks Are Actually Still Doing Pretty Darn Well. E.g, Sprout Social, ZoomInfo, Zscaler, etc.
Sprout Social IPO’d in Dec 2019 at an $800m market cap It IPO’d early, in a crowded space. But they kept on going, and gong, and growing. 2.5 years later, in a market down 50% … They’re worth $2.7 Billion#golong pic.twitter.com/nA8jSXgehx — Jason ✨BeKind✨ Lemkin...
5 Interesting Learnings from RingCentral at $2 Billion in ARR
So we took a look at RingCentral early in this series at $1B in ARR. RingCentral is a very interesting case study in SaaS of starting very SMB, way in the early days of SaaS in 1999, keeping at it … and then tilting upmarket to going much more enterprise...
Dear SaaStr: Do You Think Palantir Will Be a Strong Company In the Near Future?
Dear SaaStr: Do You Think Palantir Will Be a Strong Company In the Near Future? Palantir will be a strong company for at least a decade. Why? It’s Just Math. Palantir is at $2 Billion in ARR (revenue run rate) It’s growing 31% Its NRR is 124%. So even if it...
5 Interesting Learnings from Palantir at $2B in ARR
So the last time we caught up with Palantir, they had just IPO’d and were at $1B ARR. Fast forward to today, and so much has changed. They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. At $2B ARR, Palantir is...
Times Aren’t That Bad. But New Unicorns Are Going to Go on Pause for a Bit.
I’ve been in SaaS from ‘05-‘22 From ‘05-‘20, it was clear as a VC, you could only truly make money from the very, very, very best investments Then in 2H’20-‘21 it seemed like everyone could be a unicorn, and somehow, the rules had changed Now we know the rules didn’t...
SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.
So the public markets are in tumult. Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. The boosts Zoom (can’t go to the office...
When to Go Multi-Product in SaaS
Roughly — very roughly — you want to be multiproduct in SaaS by the time you have 10,000 customers For enterprise, this could be $300m-500m in ARR For multi-market, this could be $100m in ARR For SMB, it could be $20m-$30m in ARR — Jason ✨????????SaaStr LDN June...
A Look Back: “SaaS Metrics Masterclass with Stripe’s Head of France and Southern Europe, Guillaume Princen” (Video + Transcript)
In the run up to SaaStr Europa 2022 in Barcelona on June 7-8, we’re taking a look at some of the top all-time SaaStr Europa sessions. Want to know what to expect at SaaStr Europa? Check out this 2018 Europa session with Guillaume Princen, Head of France and Southern...
It’s a Lot Harder to Build a SaaS Decacorn Than It Used To Be
So the story of the past few years has been the explosion of SaaS and Cloud unicorns. With upwards of 400 SaaS and Cloud startups now valued at $1B+ now (out of 1,200+ total Unicorns), times are good. But … but … it’s not that simple. VCs and...
5 Interesting Learnings from Zscaler at $1B in ARR
Ok times are tough in the public markets for SaaS and Cloud But not for Zscaler It's worth $30B at $1B in ARR, and it's growing an incredible 63%. The key? It's doing that, AND generating $200m of free-cash flow a year. That's the bar today. And...
5 Interesting Learnings from Confluent at $500,000,000 in ARR
Confluent is a leader in the Commercial Open Source Market, with the founders of Apache Kafka reimagining it as a managed service. It worked. It’s growing a stunning 71% at a $500m run-rate … and accelerating. Confluent has been one of the top Cloud IPOs...
Forge Global: Top Startup Valuations Fell 19.95% in February and March
FT summarized the latest data from 2 platforms trading private shares. These platforms are used to trade shares in the largest, late-stage startups: Forge Global, which just SPAC’d / went public itself, found the clearing price for trades for top startups fell...
5 Interesting Learnings from Square, er Block, at $16B in Net Revenue
So is Square a SaaS company? It’s not even Square anymore as a company … it’s now Block. The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. And yet … and yet … its engine...
Founder SaaStr
Related Posts
