enterprise SaaS
7 statements across 6 episodes · 2 bullish · 3 bearish · 3 people on the record · first statement Jan 3, 2018 by Jon Stewart · across every show →
Everything said about enterprise SaaS, oldest first
Jan 3, 2018 negative
Nov 30, 2021
Nov 30, 2021
Lemkin: Long sales cycles stop hurting SaaS startups at $20M-$30M ARR
“Long sales cycles don't matter at scale north of 20, thirty million in revenue. You're lining up so many deals at the same time that long sales cycles don't matter because if you have a hundred deals in flight, it actually starts to happen very predictably, ri…”
Oct 13, 2022 positive
Janz: 15 to 18 month CAC payback is acceptable for enterprise SaaS
“As a rule of thumb, if you're selling to enterprises, you have a long customer lifetime, you might have a net dollar retention rate or in the hour of a hundred percent or maybe even more. 15 to 18 months of payback is probably okay, probably quite good.”
Jun 16, 2023 bullish
Lemkin: Gartner Projects Enterprise SaaS Spend to Grow 18% Annually
“You know, SaaS is still gonna grow 18% in spend this year, and another 18% next year. People are still gonna spend almost two hundred million dollars in the U.S. Alone on SaaS, just in the enterprise, 200,000,000,230 billion next year.”
Dec 29, 2023 negative
Jul 5, 2024 negative