In Episode 30 of The SaaS Report, host Matt Aird breaks down three key metrics from our Q2 State of SaaS Report - CAC payback, free cash flow margins, and sales & marketing spend - and how they’re shaping the current SaaS landscape.

Then, we dive into the circular economics emerging in the AI space - where Nvidia, OpenAI, and CoreWeave may be building financial loops that echo past market bubbles.

Get the full Q2 State of SaaS Report (with data from 40 public companies across 15 metrics): https://www.send.co/a/draft-state-of-saas-report-q2-2025-FQjWkvqP

What do you think?
Are these new GPU leasing models a sign of innovation - or the start of circular economics in AI? Drop your thoughts in the comments.

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Check out the full data sheet here: https://www.send.co/a/-state-of-saas-data-sheet-IxBVvL6Y

Get the Q2 State of SaaS Report as soon as it’s released: https://thesaasreport.beehiiv.com/subscribe

Welcome back to The SaaS Report! In episode 29, host Matt Aird breaks down Q2 earnings for Rubrik, Asana, PagerDuty, and UiPath - diving into the data behind their ARR growth, efficiency metrics, and valuations.

Then, we give you an exclusive sneak peek into the first metric from our Q2 State of SaaS Report - ARR growth rates across 40+ public SaaS companies.

From explosive growth stories like Rubrik and Applovin to struggling operators like PagerDuty and Asana, this episode gives you the numbers that matter for SaaS investors, operators, and analysts.

In this episode:

- Deep dive into PagerDuty’s slowdown and efficiency pivot
- Rubrik’s 55% ARR growth and how they’re improving free cash flow
- Asana’s turnaround attempt under a new CEO and CFO
- UiPath’s enterprise push and declining growth rates

Exclusive data from the Q2 State of SaaS Report - ARR trends, CAC payback, magic number, and more.

#SaaS #Earnings #ARR #SoftwareStocks #SaaSReport #Rubrik #Asana #UiPath #PagerDuty #Palantir #Applovin

Welcome to Episode 28 of The SaaS Report. In this episode, we break down Q2 earnings from some of the biggest names in SaaS, including Elastic, Nutanix, Zscaler, GitLab, ServiceTitan, and Figma.

We’ll look at their ARR growth, efficiency metrics like CAC payback and Rule of 40, and what the market multiples are telling us about the current SaaS landscape. Some companies are delivering strong efficiency improvements, while others are seeing growth deceleration and questionable valuations.

If you want the full dataset, check out the Q2 State of SaaS Report 2025, covering 42 public SaaS companies across 15 core metrics - https://www.send.co/a/-state-of-saas-data-sheet-IxBVvL6Y

Don’t forget to like, subscribe, and drop your thoughts in the comments. Which SaaS company impressed you most this quarter?