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

Insight #1 from Marc Benioff on GenAI

He argues the potential of today’s large language models is more limited than many would like you to believe.

Matt breaks down this first insight in our new episode - https://youtu.be/3yqjxN_3QRA

#GenAI #AI #MarcBenioff #SaaS #SaaSReport

Snowflake CAC payback improved:
27 months in Q2 (best in the last year).

Big efficiency gains, even with $1.7B spent on sales & marketing.

Want the full breakdown? Click here - https://youtu.be/3yqjxN_3QRA

#SaaS #Snowflake #CAC #GoToMarket #SaaSReport

Marc Benioff shared 3 big insights on GenAI in enterprise software on 20VC with @HarryStebbings, Rory O’Driscoll & Jason Lemkin.

Matt breaks them down in our new episode.

Watch here - https://youtu.be/3yqjxN_3QRA

#SaaS #AI #GenAI #MarcBenioff #SaaSReport

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

Okta ARR growth keeps trending down - now at 13% YoY.

The trade-off? Stronger efficiency + positive margins.

Growth slowing, but fundamentals improving.

Click here to watch the full breakdown - https://youtu.be/3yqjxN_3QRA

#SaaS #Okta #ARR #Growth #Earnings #SaaSReport

🚨 Public SaaS companies have made a big shift in their growth strategy.

Check out the Q4 State of SaaS Metrics report — linked in the comments.

#CACPayback #MagicNumber #GoToMarket #B2BSaaS #SaaSReport #PublicSaaS #Applovin #Atlassian #Rubrik #SentinelOne #Confluent #Asana #GrowthStrategy