Appian ARR growth:
• 2022: ~23–35%
• Early 2023: dips to high-teens
• 2023–25: stabilises ~18–20%
Reset → stability.
#Appian #ARRgrowth #SaaS #Metrics
Salesforce ARR growth:
• 2022: ~25%
• 2023: low-teens
• 2024–25: ~8–11%
Not slowing.
Just operating at massive scale.
#Salesforce #SaaS #Metrics #ARRgrowth
Klarna ARR growth:
• Early 2024: ~33%
• Early 2025: bottoms at 9%
• Late 2025: rebounds to ~39%
Sharp slowdown.
Then a strong re-acceleration.
#Klarna #ARRgrowth #SaaS
Klaviyo ARR growth:
• 2022: 60–70%
• 2023: decelerates to high-30s
• 2024–25: stabilises 30–35%
Hypergrowth fades.
Durable growth remains.
#Klaviyo #ARRgrowth #SaaS #Metrics
MongoDB ARR growth:
• 2022: ~50–60%
• 2023: compresses into 30s
• 2024: volatile, dips to low-teens
• 2025: stabilises ~19–23%
From breakout to durable.
#MongoDB #SaaS #ARRgrowth
Box ARR growth:
• 2022: mid-teens
• 2023–24: compresses to low single digits
• 2025: ticks back up to ~9%
Mature base.
Small but notable re-acceleration.
#Box #ARRgrowth #SaaS #Metrics
Twilio ARR growth:
• 2022: 48% → 22%
• 2023: slides to ~5%
• 2024–25: rebuilds to mid-teens
Reset first.
Recovery second.
#Twilio #ARRgrowth #SaaS #Metrics
GitLab ARR growth:
• 2022: ~70%
• 2023: compresses into 30s
• 2024–25: stabilises ~25–33%
Hypergrowth fades.
Durability remains.
#Gitlab #ARRgrowth #SaaS #Metrics
Snowflake ARR growth:
• 2022: 80–100%
• 2023: compresses into 30–50%
• 2024–25: stabilises ~27–32%
From triple digits to durable compounding.
#Snowflake #SaaS #ARRgrowth
SentinelOne ARR growth:
• 2022: 100%+
• 2023: rapid compression
• 2024–25: stabilises ~23–32%
From hypergrowth to durability.
#SentinelOne #ARRgrowth #SaaS
Procore ARR growth:
• 2022: ~40%
• 2023: low-30s
• 2024: 20s
• 2025: mid-teens
Not collapsing.
Just scaling.
#Procore #ARRgrowth #SaaS
Cloudflare's ARR growth:
• 2022: 50%+
• 2023–24: settles into high-20s
• 2025: re-accelerates to mid-30s
Scale first.
Acceleration second.
#Cloudflare #ARRgrowth #SaaS
Paylocity ARR growth:
• 2022: low–mid 30%
• 2023: steps down to mid-teens
• 2024–25: stabilises ~14–17%
Not volatile.
Just maturing.
#Paylocity #ARRgrowth #SaaS
Atlassian ARR growth:
• 2022: ~60%
• 2023: low-30s
• 2024: brief re-accel
• 2025: low-20s
Scale changes the growth rate - not the demand.
#Atlassian #ARRgrowth #SaaS
ZoomInfo ARR growth:
• 2022: ~60%
• 2023: steady deceleration
• 2024: turns negative
• 2025: small rebound off a low base
Hard to call this a cycle.
It’s structural.
#ZoomInfo #SaaS #Metrics #ARRGrowth
Datadog ARR growth:
• 2022: 80%+ → rapid decel
• 2023: resets into mid-20s
• 2024–25: stable ~25–28%
That’s not slowing.
That’s scaling.
#Datadog #ARRgrowth #SaaS
High CAC + low gross margins = limited reinvestment.
Confluent sold at $31/share with 8.5x ARR. Slow ARR growth + cost drag = classic SaaS warning. More acquisitions likely in 2026.
Full breakdown - https://youtu.be/UQY6s8H5QUU
#Confluent #SaaS #UnitEconomics #ARRGrowth
SEMrush ARR growth, quarter by quarter.
Mostly high-teens to low-20s for 2+ years.
No spikes. No cliff. Just durable, predictable SaaS growth.
#SEMRush #ARRgrowth #SaaS
Revisiting: Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge #Nebius #StockMarket #Investing #NASDAQ #ARRGrowth
Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge #Nebius #StockMarket #Investment #ARRGrowth #EBITDA
Bret Taylor’s Sierra reaches $100M ARR in under two years #Technology #Business #Startups #FundingSuccess #Sierra #ARRGrowth
Snowflake snapped a 4-quarter slowdown:
32% ARR growth in Q2 (> $1B net new ARR).
Their strongest growth since Q1 ‘24.
Check out our new episode with Matt breaking this down - https://youtu.be/3yqjxN_3QRA
#SaaS #Snowflake #ARRGrowth #SaaSReport
Snowflake reversed 4 straight quarters of slowdown:
32% ARR growth in Q2 (>$1B net new ARR).
Strongest growth since Q1 ‘24, now at $4.4B ARR.
One of the few SaaS names re-accelerating right now.
Click here for more breakdowns - https://youtu.be/3yqjxN_3QRA
#Snowflake #ARRGrowth
MongoDB ARR growth:
+23% YoY in Q2 vs +13% last year
Acceleration at scale - and the market rewarded it with a 35% stock jump.
Want more breakdowns? Click here - https://youtu.be/3yqjxN_3QRA
#SaaS #MongoDB #ARRGrowth #SaaSReport
CrowdStrike’s ARR growth:
54% (Q2 ‘22) → 20% (Q2 ‘25)
Scale makes compounding harder. The next test?
Can growth stabilize at ~20% or keep sliding?
Want the full story? Click here - https://youtu.be/3yqjxN_3QRA
#SaaS #CrowdStrike #ARRGrowth #SaaSReport
Palantir’s Rule of 40 score hit 91 in Q4 - nearly 4x the control group’s.
From lagging to leading in under 5 quarters.
Not many SaaS names are pulling that off right now.
Get the full breakdown here - https://youtu.be/kKdAXeoRLCg
#SaaS #RuleOf40 #Palantir #TechStocks #ARRGrowth
Palantir’s growth story in one chart:
7 quarters of accelerating ARR
While the 2020 IPO cohort fell to 8–9%
Capital efficiency + growth = 100x ARR multiple.
Want the full breakdown? Click here - https://youtu.be/kKdAXeoRLCg
#Palantir #ARRGrowth #SaaSMetrics
Palantir cracked the code:
Cut spend. Boost margins. Then grow again.
7 straight quarters of ARR growth acceleration
While peers slid to 8–9% growth
The payoff? A 100x ARR multiple
Full breakdown here - https://youtu.be/kKdAXeoRLCg
#Palantir #SaaS #ARRGrowth #StartupEfficiency
SaaS growth is slowing.
Box at 4%, UiPath down to 12%, PagerDuty stuck under 10%, Salesforce only 8%.
Median ARR growth dropped 30% in a year. Growth is getting harder.
#ARRGrowth #SaaS
Over the last 12 quarters, we've seen an increase in CAC payback rates from 20 months in Q1 of 22 up to 34 months in Q4 of 24.
That's a 70% increase over the last 12 quarters.
That's crazy.
#SaaS #SalesMetrics #GoToMarket #CACPayback #MagicNumber #ARRGrowth #SaaSMarketing #RevenueGrowth