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Appian ARR growth:

• 2022: ~23–35%
• Early 2023: dips to high-teens
• 2023–25: stabilises ~18–20%

Reset → stability.

#Appian #ARRgrowth #SaaS #Metrics

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Salesforce ARR growth:

• 2022: ~25%
• 2023: low-teens
• 2024–25: ~8–11%

Not slowing.
Just operating at massive scale.

#Salesforce #SaaS #Metrics #ARRgrowth

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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

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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

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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

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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

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Twilio ARR growth:

• 2022: 48% → 22%
• 2023: slides to ~5%
• 2024–25: rebuilds to mid-teens

Reset first.
Recovery second.

#Twilio #ARRgrowth #SaaS #Metrics

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GitLab ARR growth:

• 2022: ~70%
• 2023: compresses into 30s
• 2024–25: stabilises ~25–33%

Hypergrowth fades.
Durability remains.

#Gitlab #ARRgrowth #SaaS #Metrics

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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

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SentinelOne ARR growth:

• 2022: 100%+
• 2023: rapid compression
• 2024–25: stabilises ~23–32%

From hypergrowth to durability.

#SentinelOne #ARRgrowth #SaaS

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Procore ARR growth:

• 2022: ~40%
• 2023: low-30s
• 2024: 20s
• 2025: mid-teens

Not collapsing.
Just scaling.

#Procore #ARRgrowth #SaaS

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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

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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

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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

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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

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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

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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

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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

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Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge (NASDAQ:NBIS) Nebius Group is nearing EBITDA profitability, driven by rapid ARR growth and AI hyperscaler contracts. Click here to read my latest analysis of NBIS stock.

Revisiting: Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge #Nebius #StockMarket #Investing #NASDAQ #ARRGrowth

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Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge (NASDAQ:NBIS) Nebius Group is nearing EBITDA profitability, driven by rapid ARR growth and AI hyperscaler contracts. Click here to read my latest analysis of NBIS stock.

Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge #Nebius #StockMarket #Investment #ARRGrowth #EBITDA

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Bret Taylor’s Sierra reaches $100M ARR in under two years The startup’s rapid growth suggests that enerprises are embracing AI agents.

Bret Taylor’s Sierra reaches $100M ARR in under two years #Technology #Business #Startups #FundingSuccess #Sierra #ARRGrowth

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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

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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

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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

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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

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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

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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

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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

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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

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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

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