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The Most Important SaaS Metric of All: Net New Customer Growth
"So aim for 20%+ new customer growth at scale ($100m+), and 50%+ as you approach $50m ARR"
Apr 23
•
Jason M. Lemkin 🦄
3
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The Most Important SaaS Metric of All: Net New Customer Growth
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5 Interesting Learnings from Rubrik at $784,000,000 in ARR
"Let’s great ready for just the second SaaS IPO since 2021!"
Apr 19
•
Jason M. Lemkin 🦄
7
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5 Interesting Learnings from Rubrik at $784,000,000 in ARR
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Hitting Hypergrowth: How To Take Your SaaS Company from $25M to $100M and Beyond with Amplitude’s CEO, Spenser Skates
"One of the rules in SaaS is, as you get to $100M in revenue, you want to start to find new pieces of value outside your core offering."
Apr 16
•
Jason M. Lemkin 🦄
7
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Hitting Hypergrowth: How To Take Your SaaS Company from $25M to $100M and Beyond with Amplitude’s CEO, Spenser Skates
cloud.substack.com
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33:02
5 Interesting Learnings from DropBox at $2.5 Billion in ARR
Brought to you by: • Stripe — 20 FREE Tickets to Stripe Sessions here!! • Panoptica — Looking to get SOC 2 Type II certified? Panoptica's got your cloud…
Apr 12
•
Jason M. Lemkin 🦄
6
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5 Interesting Learnings from DropBox at $2.5 Billion in ARR
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CRO Confidential: How to Sell in a Hyper-Competitive Space with Apollo CRO Leandra Fishman
"When you target companies, should you call out the competition? That depends on how you do it."
Apr 9
•
Jason M. Lemkin 🦄
6
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CRO Confidential: How to Sell in a Hyper-Competitive Space with Apollo CRO Leandra Fishman
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32:49
5 Interesting Learnings from Klaviyo at $800,000,000 in ARR
"Even as it comes up on $1B in ARR, it’s growing new customers overall +20%, and its bigger customers +80%"
Apr 5
•
Jason M. Lemkin 🦄
2
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5 Interesting Learnings from Klaviyo at $800,000,000 in ARR
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Seed May Still Be Strong, But There's No Bounce Back at Series A: Redpoint's Data and More
"Series A hasn't bounced back. Not at all"
Apr 2
•
Jason M. Lemkin 🦄
2
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Seed May Still Be Strong, But There's No Bounce Back at Series A: Redpoint's Data and More
cloud.substack.com
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16:53
March 2024
5 Interesting Learnings from HubSpot at $2.4 Billion in ARR
"A $32 Billion (!) market cap, growth is still strong at 24%, and it’s now becoming very, very profitable."
Mar 29
•
Jason M. Lemkin 🦄
9
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5 Interesting Learnings from HubSpot at $2.4 Billion in ARR
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1
How to Take Care of Yourself as a Founder
"Just working less isn't the answer. It may make things worse."
Mar 26
•
Jason M. Lemkin 🦄
6
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How to Take Care of Yourself as a Founder
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14:59
5 Interesting Learnings from Snowflake at $3+ Billion in ARR
"The story again at so many Cloud and SaaS leaders today. The biggest customers are growing the fastest"
Mar 22
•
Jason M. Lemkin 🦄
5
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5 Interesting Learnings from Snowflake at $3+ Billion in ARR
cloud.substack.com
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A Checklist: 10 Signs You Shouldn’t Hire a Sales Rep -- or VP of Sales
"Too many folks phone it in and do zero research before a “Learn More” meeting. They’ll phone it in before they meet, prospects too. Or worse."
Mar 19
•
Jason M. Lemkin 🦄
8
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A Checklist: 10 Signs You Shouldn’t Hire a Sales Rep -- or VP of Sales
cloud.substack.com
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18:31
5 Interesting Learnings from Okta at $2.5 Billion in ARR
"Lke many SaaS and Cloud leaders today, the bigger customers are still growing faster. Their $1m+ customers are growing 30%!"
Mar 15
•
Jason M. Lemkin 🦄
7
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5 Interesting Learnings from Okta at $2.5 Billion in ARR
cloud.substack.com
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30:37
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