Growth, revenue and go-to-market
Section
11 stories from the past week in SaaS & Pricing, from Awesome B2B Growth.
Two things happened within 24 hours this week. Together they say more about where B2B is going than most of the “SaaS is dead” takes from the past 18 months. On Thursday, shares of ServiceNow fell 26.9%, while the S&P 500 slipped 0.3%, after its October 28 Q3…
Salesforce agreed the other day to buy Braze for $5.66 billion, 6.8x trailing revenue. In most of B2B that price would be unremarkable. In go-to-market software it’s a 58% premium, because Braze traded at 3.7x on Monday. I pulled the multiples for the public…
CXMT Corp. posted a sevenfold surge in quarterly revenue, though the pace of acceleration slowed in a sign that an AI-fueled rally in Chinese memory chip prices may be losing steam. The company swung from a loss to a profit, after aggressive capacity…
Guidewire sells core systems to property and casualty insurers: policy, billing, and claims. It was founded in 2001. Its buyers are some of the slowest-moving in B2B. In a year when the market repriced anything that looked like legacy software, it still…
STMicroelectronics NV forecast fourth-quarter revenue growth as a recovery in chip demand continues after a prolonged slump.
The announcement came alongside parent company Alphabet's third-quarter earnings report, which saw revenue grow 25% year over year to $127.6 billion.
Revenue growth does not guarantee a larger exit, as declining valuation multiples can outweigh operating gains and reduce enterprise value. Guest author Itay Sagie suggests that founders and boards should track valuation alongside financial performance, model…
Economists are forced to make an array of assumptions to understand AI’s effect on the economy
Dermot McDonogh, Global CFO at BNY, discusses his outlook on the bank's growth and business strategies, as well as how he is monitoring AI so as to avoid overspending on related tools. He speaks exclusively with Paul Allen and Haidi Stroud Watts on…
Anthropic filed its S-1 this morning. It plans to list its Class A common stock on the Nasdaq Global Select Market under the symbol “ANT,” and the share count and price range haven’t been set yet. Largest IPOs in History, by Deal Size 1. Anthropic (2026)…
