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Media and events company for B2B software leaders, running the SaaStr Annual conference and a SaaS-focused blog, newsletter and venture fund.
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Okta's forward earnings multiple went from about 18x to about 50x in five months while its full-year EPS guide rose about 2%. That ties the price as much to investors' view of AI security stocks as to Okta's own forward bookings.
Reality
SaaStr says one estimate puts AI-agent access to Salesforce, Atlassian and HubSpot at up to $240,000 a year, for API calls it never paid for. Its own revenue agent proposed mirroring the data into a $5 Postgres database, so vendors are now pricing against a buyer's cost of calling them less.
Reality
a16z's September State of Markets deck puts horizontal software at a median 2.7 times trailing revenue, against 9.1 times for infrastructure. Its own growth data held steady through the selloff, so horizontal founders now raise against a price that fell further than their businesses did.
Reality
RevenueCat's data on more than 17,000 apps shows annual plans converting 44.6% of users on 17-to-32-day trials, against 24% on trials of four days or less. Against the common two-week trial, most of the extra value from a month shows up a year later, at renewal.
Reality
Salesforce will charge Flex Credits for every successful third-party agent API or MCP call, at 60 to 1,200 times its integration rate by SaaStr's count. For AI-heavy customers the cheaper response is to copy the data out, so the meter may cost Salesforce more traffic than it earns in fees.
Reality
Larridin says the median engineer draws $213 a week in billed AI-coding spend, with the 90th percentile at $911. Its cohort data finds extra spend lifts output only for engineers already fluent with the tools, so each team must measure its own return before raising budgets.
Reality
Anthropic has reportedly moved its roughly $2 trillion IPO from October to November, a delay one investor ties to audited Q3 numbers. The extra month gets audited figures on its revenue race with OpenAI into the filing, and keeps the listing exposed to a window that can shut without warning.
Reality
GitLab raised its FY27 revenue guide by $16 million at the midpoint after 24% billings growth, leaving out a Flex shift worth up to $13 million. Fast conversion would leave cash intact and push reported revenue back toward the old range.
Reality
Stripe says its top AI customers grew 175% in 2026, up from 120% a year earlier, with 48% of revenue earned outside their home markets. Whether that breaks the rule that B2B growth slows with scale depends on how Stripe picked the group.
Reality
SaaStr's case for taking an executive job at a flat unicorn rests on one sum: at 88% gross revenue retention, a $150M ARR business has to sell $18M of new ARR a year to report no growth. Two of its numbers disagree by $9M.
Reality
SaaStr's recap puts a completed sale at $1.35B against a $17.5B private mark. The same recap reports a $1B round at $10B for Instinct, a company priced near $50M pre-money in April.
Reality
SaaStr published a screen-by-screen account of the agent stack behind its sponsorship business. Its own figures put three people and more than 21 agents against 3 million site sessions and about 600 booked meetings.
Reality
ICONIQ's new benchmark reports 115% median growth above $100M in ARR and 55% gross margins below $10M, from a pool whose entry requirement was three years of top-quartile growth. ICONIQ says these Pacesetters grow three to five times faster than the market.
Reality
ServiceTitan beat on revenue and EPS and nudged its full-year guide up by $4m. The stock fell 30% the next session, because the back half of fiscal 2027 is planned at roughly 15% growth against 25% a year ago.
Reality
SaaStr's answer to a hypothetical values a never-sold Slack at $16 billion to $20 billion, an estimate that depends on Atlassian's cross-sell economics and on a Slack revenue figure Salesforce last put in writing for fiscal 2023.
Reality
The Kaggle founders have raised $38.5M from Coatue and Canaan for an account-intelligence graph priced at $99 a month. At that list price it takes roughly 32,400 subscription-years to book the round back.
Reality
The operator boards copied for twenty years spent 1993 to 2003 in product and engineering jobs. SaaStr counts 82 of the 100 fastest-growing AI-native startups with a technical CEO, against 49% of the 2013 unicorn class.
Reality
Harvey puts roughly 180 former practicing attorneys, most with eight to ten years behind them, into every customer deployment. At its own published pay band that bench costs $39.6m to $57.6m a year in on-target cash.
Reality
A single month of trading undid eight months of AI-disruption pricing in B2B software. That is a multiple moving, not a business changing. The winners were sorted by whose meter the agent workloads run through.
Reality
GrokBot Googles for users and Instinct scrapes LinkedIn, both against somebody's terms of service, and Jason Lemkin says that edge is open only to private companies. At EchoSign the same approach was ripped out the night the Adobe deal closed.
Reality
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