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Fresh Insights

Our latest analyses and views on SaaS data, operational best practices, and the funding landscape.

Fresh Insights, Analyses, Musings & Observations

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Q2 2026 SaaS Gross Profit Margin Holds at 77%

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Q2 2026 Payback Period for SaaS Co's Continues to be Excellent

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Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY

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Q2 SaaS Operating Margins Hold Steady at -4%

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SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026

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SaaS Companies Achieved Rule of 18 in Q2 2026

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Public SaaS Continues to Perform with NDR of 110%

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Q2 SaaS Metrics Continue Showing Good Performance

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AI Fueled Software's Best Quarter in Years

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Negotiating the Investment Banker Engagement Letter

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39 SaaS CEO's on what they're seeing with AI

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Startup Knowledge from the Internet Pioneers

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12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era

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Q2 2026 SaaS Earnings: The Best Quarter in Years

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Strategic Investors Do NOT Matter

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Software Multiples Continue to Rise

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Yahoo's Mistakes

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9 Major Themes from Q2 SaaS Earnings Calls

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SaaSpoca-who? SaaS companies are having their best quarter. Ever.

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Increases in ACV are not free

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The Best Quotes from Salesforce's Q2 Earnings Call on AI

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CEO Comments on AI from 19 SaaS Earnings Calls

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The 13 Commandments of Customer Success

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What Big Funds look for in a CEO

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