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We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaStr

But overall, overall … well SaaS and Cloud growth hit record lows per the BVP Cloud Index: As you can see, even though 2022 was a tough year in the public markets and for valuations, revenue growth still held up reasonably well. But the trend of slowing growth in 2023 wasn’t just a thing — it was an All Time Low.

Growth 139
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How TikTok is transforming brand advertising

Martech

As companies embrace TikTok’s unique blend of storytelling, targeted ads and interactive features, they’re discovering a powerful path to growth that seamlessly integrates brand visibility, audience engagement and increased sales. billion by 2026. With over 1.9 TikTok generated an estimated $16.1 Processing.

Campaign 131
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5 Interesting Learnings From Salesforce at $24B+ ARR

SaaStr

Its growth is 20% Year-over-Year, an incredible growth rate at $24B ARR … and faster than anyone has ever grown in software at $20B+ ARR … but at the edge of what it takes to be a “fast-growing” SaaS company. Below 20% growth, and you’re a mature SaaS company. Doubling By 2026 to $50B ARR.

CRM 126
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Spend on marketing analytics and data infrastructure to grow sharply

Martech

Spend across marketing analytics and data infrastructure is forecast to grow from $22 billion in 2022 to $32 billion in 2026 in the U.S., Despite these prospects for growth, Winterberry listed four major challenges that continue to dog the data and analytics space: Quality of data and persistence of data silos. and European Union.

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5 Interesting Learnings from Figma at $300,000,000+ in ARR

SaaStr

Adobe's Creative Cloud has slowed to 10% growth. If Figma does say $1B ARR by 2026, it could be the key to maintaining growth in Adobe's largest segment. Not a total shocker, but very impressive, and key to Figma’s insane growth after $200m ARR. #3. It could double the net new revenue in Creative Cloud.

Growth 24
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5 Interesting Learnings From Freshworks at ~$600,000,000 in ARR

SaaStr

But in contrast to their bigger customers, the macro environment — or perhaps market saturation — has led to slowing growth in this segment in 2023. #2. The Big Growth Today is In $50k+ and $100k+ Customers. Predicting $1 Billion in ARR in 2026 The power of > 100% NRR. Freshworks clearly sees $1B in ARR bu 2026.

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Is SaaS Back? (TL;DR: It Sure Feels Like It)

SaaStr

Many top SaaS and Cloud leaders have seen growth re-accelerate. Even folks that were struggling to rebound from pandemic-fueled growth like Twilio have bounced back, to an extent at least. Twilio is now above 10% growth again. This isn’t 2020 levels of growth, but acceleration is acceleration. This is a bigger deal.

Growth 122