IBM Acquiring Confluent, Adobe Acquiring SEMrush and is Klaviyo Under Valued? Klaviyo Breakdown: https://www.youtube.com/watch?v=UUh3crhK4b4&t=1168sIn this episode of The SaaS Report, we break down Q3 earnings across public SaaS - what...

Semrush: $450M ARR, 80% gross margin - but growth down from 55% → 15% in 4 years.

Valued ~2.3x ARR pre-acquisition. Slow growth, strong premium for shareholders.

Want the full breakdown? Watch here - https://youtu.be/UQY6s8H5QUU

#SEMrush #ARR SaaS #CACpayback

Semrush: 33-month CAC payback, stalled at $300–450M ARR for 9 quarters. Peers hit $1B ARR in <3 years. 75% premium - shareholders win. 

Want to watch an in-depth breakdown? Click here - https://youtu.be/UQY6s8H5QUU

#SEMrush #SaaS #CACpayback

Confluent’s CAC payback: 50 months vs Monday’s 25 and Procore’s 37.

ARR growth $370M → $1.1B, but GTM efficiency lags badly.

Want the full breakdown? Watch it here - https://youtu.be/UQY6s8H5QUU

#Confluent #CACpayback #SaaS #Procore

Confluent’s CAC payback averaged 50 months vs Monday at 25 and Procore at 37 - slower growth efficiency despite ARR jumping from $370M → $1.1B.

Full breakdown here - https://youtu.be/UQY6s8H5QUU

#SaaS #UnitEconomics #CACPayback #Confluent

HubSpot CAC payback:
Low–mid 30s for 8 quarters
Peak ~44 months in Q1 2025
Not <25 months since Q2 2022

Not a HubSpot issue.
It’s SaaS at scale.

Full breakdown in Episode 31 - https://youtu.be/UQY6s8H5QUU

#Hubspot #CACpayback

Q2 State of SaaS: CAC Payback Is Blowing Out, Free Cash Flow Is Surging, and AI Is Entering Its “Financial Engineering” Era | Sales Science This post breaks down the real story behind Q2 2025 in SaaS - why CAC paybacks are blowing out, why free cash flow margins are hitting record highs, and how shrinking sales & marketing budgets are reshaping growth across the industry. We also dig into the early signs of “circular economics” emerging in the AI ecosystem, from GPU leasing loops to demand engineered through financing. If you want a clear, data-backed view of where SaaS and AI are heading next, this is the summary you need.

Growth is slowing. Cash flow rules. AI is showing early signs of circular economics.

read all about it here - www.salesscience.co.nz/resources/q2-state-of-sa...

#Blog #SaaS #CACpayback #AI

CAC Paybacks are exploding for Public SaaS Co’s, Do curricular economics in AI point to a bubble 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 sa...

Operators + investors:

The latest State of SaaS episode breaks down 40 public companies, 15 metrics, and what’s changing in SaaS right now.

Watch → https://youtu.be/Y4Jd6o-AGPQ

#SaaS #CACpayback #Metrics #ARR #Growth

CAC Paybacks are exploding for Public SaaS Co’s, Do curricular economics in AI point to a bubble 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 sa...

CAC paybacks are up.
Free cash flow is up.
Growth is slowing.

This quarter’s State of SaaS breaks down the numbers - who’s winning and who’s falling behind.

Watch here - https://youtu.be/Y4Jd6o-AGPQ

#SaaS #CACpayback #Q2

SaaS go-to-market efficiency is slipping fast.

Median CAC payback → 29mo (Q2 ‘23) → 35mo (Q2 ‘25)

Applovin + Palantir are outliers, but most SaaS names are spending more and growing slower.

Full breakdown here - https://youtu.be/Y4Jd6o-AGPQ

#CACpayback #SaaS #Applovin

Go-to-market efficiency keeps slipping.

Median CAC payback hit 35 months in Q2 2025 - up from 29 two years ago (+21%).

Applovin (4) & Palantir (11) are leading; Zoom (100) & Asana (78) dragging the median higher.

Full breakdown in The SaaS Report Ep. 30 → https://youtu.be/Y4Jd6o-AGPQ

#CACpayback

Go-to-market efficiency is sliding.

Median CAC payback across public SaaS has stretched from 29 → 35 months in just two years - a 21% jump in acquisition cost.

Full episode here - https://youtu.be/Y4Jd6o-AGPQ?si=FBh6E5zdQwzAFquw

#CACpayback #GTM

Nutanix in Q2:

CAC payback: 142 months
12m view: 37 months 
Gross margin: 87%
ARR growth: 19%
FCF margin: 32%

From heavy spenders to efficient operators - big SaaS turnaround.

Click here to watch the full episode - https://youtu.be/GjYmntSFqv4

#Nutanix #SaaS #CACpayback

Palantir’s CAC payback dropped from 27 → 12 months.

Control group hit 110 months before recovering.

Most SaaS: less efficient as they grow.
Palantir: bucking the trend.

Watch the full story here - https://youtu.be/kKdAXeoRLCg

#SaaS #CACPayback #Palantir #GoToMarket

Palantir cut CAC payback from 27 to 12 months - while growing to $3.5B ARR.

That’s almost unheard of in SaaS.
For context:
• HubSpot: 20 → 35 months
• CrowdStrike: 13 → 21
• Atlassian: 10 → 15

Full video here - https://youtu.be/kKdAXeoRLCg

#SaaS #Palantir #CACPayback #Tech

This chart breaks the rule:

ARR ↑ = CAC payback ↑
ServiceNow: 23 months CAC payback at $2.5B and $12.5B ARR

Scaling without bloated S&M spend is rare.
They’re doing it.
Want the full breakdown? Click here - https://youtu.be/kKdAXeoRLCg

#SaaS #ServiceNow #CACPayback #SaaSMetrics

CAC payback: 70 months.
ARR growth: 9%.
Free cash flow margin: 22%.
#Pegasystems is in a tough spot.
The path back to a premium SaaS multiple?
Start growing - fast.

Watch the full episode for more - https://youtu.be/kKdAXeoRLCg

#SaaS #ARR #CACPayback #SaaSMetrics #TechEarnings

CAC Payback: Who Spent More Efficiently?

Salesforce: 18 mo avg
HubSpot: 23 mo avg

Only edge for HubSpot?
2020–21 boom.

Want the full breakdown? Click here - https://youtu.be/WnqK4Vd4kFo

#SaaSMetrics #CACPayback #GrowthEfficiency #Salesforce #HubSpot

Did Salesforce buy its growth?

Spending big is one thing. Doing it efficiently is what matters.

Watch the full breakdown here - https://youtu.be/WnqK4Vd4kFo

#SaaS #StartupMetrics #CACpayback #Salesforce #HubSpot

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Figma’s CAC payback is elite:

→ Median: 14 months
→ Most peers are well above 20
→ On par with Atlassian, Palantir, and Veeva
→ And still growing 46% YoY

Efficiency + growth = strong IPO setup.

Full breakdown → https://youtu.be/FiXtNHUpKAk

#Figma #SaaS #CACPayback #IPO

Median CAC payback in SaaS just hit 38 months.
That’s up 27% in 2 years.
It’s now way more expensive to generate new ARR - and it’s hitting everyone.

Chart below. Full breakdown on YouTube - https://youtu.be/RhrSOu-yiak

#saas #gtm #cacpayback #b2b

Box just posted a 126-month CAC payback.
$380M in sales + marketing → only $46M in new ARR.
But billings are up 27%, RPO up 21%, and they’re re-investing in growth.
A rough year-but are we seeing early signs of a turnaround?

#Box #CACPayback

UiPath’s Q1 wasn’t pretty.

ARR growth down. CAC payback up to 96 months.
Almost every metric worsened YoY.

Watch the new episode here - https://youtu.be/JIJId3J6M1o?si=SGwNTFqSw7kX4z4q

#SaaS #UiPath #Startups #AI #Agentic #CACPayback #Earnings #Automation #EnterpriseTech #ARR

Workday just posted a 120-month CAC payback period in Q1.

Yep - you read that right.

This is just one of the topics we covered on the latest episode of The SaaS Report, now live!

https://youtu.be/kvbgqQSVdvw?si=kys8SnUMqURJZ9Mv

#SaaS #Workday #CAC #GTM #Startups #CACPayback #Sales

Over the last 12 quarters, we've seen an increase in CAC payback rates from 20 months in Q1 of 22 up to 34 months in Q4 of 24.

That's a 70% increase over the last 12 quarters.

That's crazy.

#SaaS #SalesMetrics #GoToMarket #CACPayback #MagicNumber #ARRGrowth #SaaSMarketing #RevenueGrowth

🚨 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

GTM efficiency continues to decline across B2B SaaS, with CAC Payback periods steadily rising.

Full breakdown of 30 companies across 15 SaaS metrics in the Q4 State of SaaS report. Link in comments.

#B2BSaaS #SaaSmetrics #CACPayback #GTMstrategy #SaaStr #SaaSdata #ARRgrowth #StartupMetrics

Veeva is an incredible business.

They're trading at $40B or 16X ARR right now

#veeva #cacpayback #arr #sales #saas