Is the “Covid Boost” Over in SaaS? It Depends. A Tale of Two Trends.
So if you haven’t noticed, public SaaS stocks have taken a big tumble recently as the market has gotten nervous about expensive SaaS and Cloud stocks. Cloud companies that saw slowing growth saw the biggest drop, but even leaders with top-tier growth and...
Even With Just “Pretty Good Growth”, You Can Build a Unicorn After $10m ARR
It can be hard to grok just how powerful compounding revenue is A SaaS company at $10m ARR growing at 100% YoY has a decent chance to hit $1B in ARR in 10 years if you can find a way to keep it up — Jason ✨Be Kind✨ Lemkin  (@jasonlk) December 4, 2021 One of the...
The Last 4 “SaaS Crashes” Barely Made a Dent in the Boomtimes
If you follow the public markets, you can see a lot of top SaaS stocks recently have been hit — hard. Zoom has taken a hit as its growth at $4B+ ARR returns to merely high rates, DocuSign took the hardest hit (falling 42%) as growth declined a bit, and more....
5 Interesting Learnings from C3.ai at $200,000,000 in ARR
So C3.ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. The founding story is fascinating. Tom Seibel is the grandparent of CRM. He founded Siebel, the dominant...
The SaaS $100 Billion Club. It’s Getting Bigger.
Unicorns and even Decacorns are all we talk about in SaaS today. Does it make sense? Can the market really support 300+ SaaS and Cloud Unicorns? Well, maybe. Why? There are now already 6 SaaS/Cloud leaders worth over $100 Billion dollars. And more are coming:...
CB Insights: There Are ~15 SaaS/Cloud Private Decacorns, And 337 Unicorns
So just how many SaaS, Cloud, B2B/B2D pre-IPO unicorns are there really? Folks count differently, but I decided to take a slice of CB Insight’s last data — download it here — which shows 903 Unicorns. I took out the B2C, hardware, and non-SaaS...
5 Interesting Learnings from Datadog at $1.2 Billion in ARR
Datadog IPO’d at $330m ARR, and when we last caught up with them they were already at $700m ARR — and it has done nothing but accelerate since then. Closing out with a $270m Q3’21 (!) and on to a $1.2B+ run-rate today, Datadog is accelerating at...
IVP: The Average SaaS Magic Number is 1.2
The “Magic Number” is one of those metrics in SaaS that has always sort of vexxed me. On the one hand, you need a shorthand for your sales and marketing efficiency — and that’s Magic Number. Magic Number is your growth in ARR over a quarter...
SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey
SaaStr’s analysis of the KBCM SaaS Survey highlights CAC and churn as key underlying drivers of “Rule of 40” and capital efficiency. However, high revenue multiples and abundant VC funding have potentially changed whether the “Rule of 40” is worth optimizing for.
The 11 Year Customer
A little while back, I caught up with a great VP of Sales that had been using Adobe Sign / EchoSign for 11 (!) years. Her company had been acquired, and the acquirer canceled the contract, due to a feature gap in the new company’s business process stack. ...
5 Interesting Learnings from Amplitude at $150,000,000 in ARR
Amplitude is a quiet Cloud leader that you might not have heard of — unless you are building software. There, Amplitude has become part of the core product stack for many SaaS and software leaders for product analytics. They were founded in 2011 and IPO’d...
5 Interesting Learnings from Expensify at $140,000,000 in ARR
Expensify: Founded in 2008 … 13 years ago A long, tenacious path to $100m ARR, and then … Boom!! * 60% growth in Year 13 at $140m+ ARR!!* 119% NRR from SMBs!!* Super Profitable (35% EBITDA!!)#golong pic.twitter.com/4RJMDVQPMC — Jason ✨BeKind✨ Lemkin...
6 Top Sessions On Scaling From SaaStr Annual 2021
SaaS is not the right industry to aim for incremental, low single-digit revenue growth. This is an industry where stories of 17x growth – like ClickUp scaling from $4 million to $70 million of ARR – are surprisingly common. We’ve curated 6 popular SaaStr Annual 2021 sessions from leaders that have navigated the proverbial rocketship to scale:
The State of the Cloud 2021, How to Build a Cloud Unicorn with Bessemer Venture Partners (Podcast #484 and Video)
BVP partners Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation in SaaS around the globe.
Founder SaaStr
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