5 Interesting Learnings from Palantir at $4 Billion in ARR
Palantir just delivered one of the most impressive enterprise software quarters we’ve seen in years: 48% YoY revenue growth a 94% Rule of 40 score, and US commercial revenue exploding 93% YoY and an incredible rebound from slow growth just 24 months ago....
5 Interesting Learnings from Hinge Health at $550,000,000 ARR
Hinge Health is one of the latest crop of tech IPOs and one you may have missed. It’s a B2B2C digital health platform that provides musculoskeletal (MSK) care to employees through their employers and health plans. Using AI-powered motion tracking, personalized...
5 Interesting Learnings From Google Cloud at $54 Billion in ARR
AI has just been a massive accelerant from Google Cloud. It’s now accelerating at $50+ Billion in ARR, growing a jaw-dropping 31.7%. And backlog is growing even faster. The AI Acceleration Story Google Cloud’s Q2 2025 results demonstrate how artificial...
5 Interesting Learnings from ServiceNow at $12.5 Billion in ARR
Don’t look now but guess who’s crushing it in the frenetic age of AI? Oracle. SAP. And enterprise leader ServiceNow. Crushing it. 22% growth at $12.5 Billion in ARR — and accelerating. And AI is the accelerant. Even for some of the...
MongoDB at $2B+ ARR: 5 Epic Learnings from Q1 2026 That Every B2B Leader Should Study
MongoDB recently dropped its Q1 2026 results, and well … Mongo is back. At $549M quarterly revenue (22% YoY growth), they’re proving something important: you CAN still grow 20%+ at massive scale. Here are 5 top takeaways every B2B leader should...
5 Interesting Learnings from SEMRush at $425,000,000 in ARR
So is SEO “dead” as many say, in the age of Generative AI? SaaStr’s own SEO is down a bit, but we’ll see how much by the end of the year. SEMRush itself says our SEO is doing fine: But SEO is clearly down at HubSpot, G2 etc. and Google is...
5 Interesting Learnings From Figma at $900,000,000+ ARR. The B2B IPO of The Year?
Figma has just unleashed its non-confidential IPO filing, and it’s … epic. Here’s what Figma looks like today: 📊 Core Metrics $821M LTM revenue (46% YoY growth) $913M ARR at Q1’2025 91% gross margins (best-in-class) 18% non-GAAP operating...
Wealthfront Files to IPO at $340,000,000+ ARR. IPOs are Back!
The Wealthfront IPO: 5 Key Lessons for SaaS Founders on Building a $2B+ Fintech at 40%+ Margins How a pure-digital wealth management platform achieved profitability ahead of peers and positioned for a landmark IPO By the Numbers: Core Metrics 📊 Key Financial Metrics...
5 Interesting Learnings from Okta at $2.75 Billion in ARR
So Okta rose to rapid growth and IPO as the stand-alone leader in enterprise identity for apps, acquired Auth0 to own it for developers, and now coming up on $3 Billion in ARR, it has settled into a more mature state: $2.75B in ARR Growing 12%, projected to slow to...
5 Interesting Learnings from Circle at $2.3 Billion in “ARR”
So Circle is the latest tech IPO and it’s not really B2B or SaaS per se — it’s a fintech that issues and manages “stablecoins”. Cypto that converts 1:1 to U.S. dollars. But there are still lessons to learn, and it’s great to see...
5 Interesting Learnings from Chime at $2 Billion in ARR
So Chime is ready to IPO, and while it’s not SaaS or true B2B today, there are enough interesting lessons for us to learn from. As a “prosumer” app there is overlap for SMB and freemium B2B apps. The metrics are very strong: $2B ARR (run rate...
5 Interesting Learnings From Monday at $1.125 Billion in ARR
Wow, Monday. It never had a downturn, and just keeps on growing at top-tier rates, selling both to SMBs and now larger enterprises. Financial Highlights Revenue: $282M in Q1 FY25, up 30% YoY (!) with consistent growth each quarter Profitability: 90% gross margin, 14%...
5 Interesting Learnings from Palantir at $3.5 Billion in ARR
So there’s the 10x ARR club … hard enough today in B2B and SaaS for public companies. And then there is Palantir. By far the most highly valued B2B software company. 78x ARR as we write this! Why? It’s just a powerhouse right now: $3.5 Billion...
5 Interesting Learnings from Atlassian at $5.4 Billion in ARR
So Atlassian is the developer software engine that just keep going: $5.4 Billion in ARR Growing 14% — and importantly, predicting 19% growth for Q4’25 500+ $1m Customers 300,000+ Customers total 5 Interesting Learnings: #1. AI Now At The Center of All...
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