241 users. £22.50 MRR. 12,300 search impressions per day. The honest, unfiltered story of building Lunary is on the blog. Not a success story, a work-in-progress story.
#indieDev #bootstrapped #saasmetrics #startupstory
Week of 9 Mar at Lunary
✅ 9536 MAU
✅ £3870.74 MRR
✅ 13,920 impressions/day
✅ 1371 DAU
Building in public every week.
#bootstrapping #indiedev #saasmetrics #buildinp
UiPath’s push upmarket hasn’t paid off just yet.
Net new $100K+ customer adds have been steady - but no real spike so far.
One to watch closely as UiPath looks to reaccelerate ARR growth.
Full analysis here - https://youtu.be/4Vwk5jM6haE
#UiPath #GoToMarket #SaaSmetrics #SaaS
New blog post: Perplexity's Revenue Rocket: Decoding the $200M ARR Playbook for Product Managers
www.engineeringpm.com/blog/2025/09/12/perplexi...
#productmanagement #aisearch #revenuegrowth #saasmetrics #startupstrategy
Appian’s NRR has dropped 5 straight quarters:
120% ➝ 111%
Still healthy, but the trend is ugly.
At $500M ARR, that’s a problem.
For the full breakdown click here - https://youtu.be/zIhwpfnCgWw
#SaaS #Appian #SaaSmetrics #Retention #TechStocks
AppLovin Q2:
77% revenue growth
126% free cash flow
76% op margins
65% net income margins
4% S&M spend
Now they’ve sold off gaming to double down on ads.
Watch the full breakdown here: https://youtu.be/zIhwpfnCgWw
#SaaS #Earnings #AppLovin #TechStocks #SaaSmetrics
77% growth on 4% S&M spend. 😳
Another SaaS giant with a metric that would terrify me if I was in their boardroom.
Full Q2 breakdown drops tomorrow.
Make sure you're following to be the first to see it.
#SaaS #Earnings #TechStocks #B2B #SaaSmetrics
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
This chart breaks the rule:
ARR ↑ = CAC payback ↑
ServiceNow: 23 months CAC payback at $2.5B and $12.5B ARR
Scaling without bloated S&M spend is rare.
They’re doing it.
Want the full breakdown? Click here - https://youtu.be/kKdAXeoRLCg
#SaaS #ServiceNow #CACPayback #SaaSMetrics
CAC payback: 70 months.
ARR growth: 9%.
Free cash flow margin: 22%.
#Pegasystems is in a tough spot.
The path back to a premium SaaS multiple?
Start growing - fast.
Watch the full episode for more - https://youtu.be/kKdAXeoRLCg
#SaaS #ARR #CACPayback #SaaSMetrics #TechEarnings
CAC Payback: Who Spent More Efficiently?
Salesforce: 18 mo avg
HubSpot: 23 mo avg
Only edge for HubSpot?
2020–21 boom.
Want the full breakdown? Click here - https://youtu.be/WnqK4Vd4kFo
#SaaSMetrics #CACPayback #GrowthEfficiency #Salesforce #HubSpot
Adobe just posted a monster Q2 - and the numbers are wild.
At their scale, this level of efficiency is rare. Adobe is operating in a completely different league.
Full breakdown in this week’s SaaS Report → https://youtu.be/FiXtNHUpKAk
#Adobe #SaaS #Earnings #SaaSMetrics
The Q1 State of SaaS Metrics Report is now live.
47 charts breaking down the current state of SaaS
- CAC Payback
- Magic Number
- Growth trends
- PLG vs Sales-led
- Sector benchmarks
Link to the full report here - https://thesaasreport.beehiiv.com/subscribe
#saas #b2b #gtm #sales #saasmetrics
Understand SaaS Metrics Before Launching Ads
Don’t launch blind—use CTR, CPC, CVR & more to guide your ad strategy.
🔗 prml.ink/YoSOQ
📘 prml.ink/EEyki
#SaaSMetrics #AdOptimization #FractionalCMO #LeadGeneration
Ask me anything: What customer success metrics are you currently tracking? Preparing for tomorrow's newsletter and curious about what's working (or not working) for other founders. #CustomerSuccess #RetentionMetrics #SaaSMetrics
For SaaS companies, customer health scores combine multiple signals into an early warning system for potential churn. What metrics go into your customer health calculation? #CustomerHealthScore #RetentionMetrics #SaaSMetrics
Klaviyo keeps crushing it.
33% ARR growth in Q1 and over $1B in total ARR.
But efficiency? Still a work in progress — CAC payback at 48 months, Magic Number at 0.32.
#SaaS #Klaviyo #TechStocks #B2B #SoftwareGrowth #SaaSMetrics #InvestorInsights #VC #SaaSTwitter
The data shows a mere 1% improvement in price optimization delivers an average 11.3% increase in SaaS profitability. Yet most founders approach pricing as an afterthought rather than a strategic exercise. #PricingStrategy #SaaSMetrics
Matt read 30 SaaS 10-Qs so you don’t have to.
3 key takeaways from Q4 are in our new video. Metrics nerds, this one's for you.
Full video linked in the comments
#SaaS #FinanceNerd #Q4Insights #TechMetrics #B2B #StartupGrowth #PublicMarkets #SaaSmetrics
One of the biggest trend shifts we’ve seen among SaaS companies over the last three years is an increase in Free Cash Flow (FCF) margins.
Find the full breakdown of 30 companies across 15 SaaS metrics in the Q4 State of SaaS report. Link in comments.
#SaaS #FreeCashFlow #TechTrends #SaaSmetrics
GTM efficiency continues to decline across B2B SaaS, with CAC Payback periods steadily rising.
Full breakdown of 30 companies across 15 SaaS metrics in the Q4 State of SaaS report. Link in comments.
#B2BSaaS #SaaSmetrics #CACPayback #GTMstrategy #SaaStr #SaaSdata #ARRgrowth #StartupMetrics
Looking for the gold standard in SaaS financials? 💰 Look no further than Adobe! With $21.5B in ARR, 31% operating margins, and an impressive CAC payback of just 24 months, they're a benchmark for mature SaaS companies. 📊 #SaaSMetrics #Adobe #BusinessGrowth
AARRR Metrics that matter 📊
A - Acquisition
- CAC < $50
- Traffic → Trial: 2%
A - Activation
- Trial → Paid: 30%
- Core feature use: 80%
R - Retention
- Month 1: 85%
- Month 3: 70%
R - Revenue
- ARPU: $49
- LTV: $588
R - Referral
- NPS: 45+
#SaaSMetrics
Cash flow optimization 💰
Weekly checks:
- Stripe webhooks
- Failed payments
- Churn triggers
- LTV tracking
Monthly review:
- CAC by channel
- Revenue per feature
- Support cost ratio
- Growth metrics
Cash is oxygen. Monitor daily.
#SaaSMetrics #Revenue
Check out latest #USERcycle updates for 1-page actionable #SaaSMetrics here: http://runlean.ly/15fJj4Z
