They are growing faster. Much, much faster. And much faster not just at $100m in ARR, but at $1b in ARR:
That’s a wrap for Q4 2018 earnings! 77% y/y growth in Q4 revenue, $1B+ revenue guide for 2019, with a best in class growth rate at scale. And huge welcome Khozema and Sameer!
— Jeff Lawson (@jeffiel) February 13, 2019
Twilio growing 77% at $1b. Shopify growing at 55% at $1b+.
The Cloud is just so much bigger than 5 years ago. 10 years ago, it was tiny. Comparatively speaking.
I usually don't highlight financial milestones here, but this one is worth mentioning: As Shopify passes the $1 billion-dollar revenue mark it does so with the highest growth rate of any SAAS company ever. 🎉
— Tobi Lütke (@tobi) February 12, 2019