IBM Acquiring Confluent, Adobe Acquiring SEMrush and is Klaviyo Under Valued?
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IBM Acquiring Confluent, Adobe Acquiring SEMrush and is Klaviyo Under Valued?
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In this episode of The SaaS Report, we break down Q3 earnings across public SaaS - what’s actually happening behind the headline growth numbers, where efficiency is cracking, and why M&A activity is accelerating.
We cover:
- HubSpot’s slowing growth and rising cost of net new ARR
- Atlassian hitting the law of large numbers
- Klaviyo’s standout quarter and long runway
- IBM’s acquisition of Confluent and what it signals for mid-stage SaaS
- Adobe’s premium acquisition of Semrush - and why this deal is different
If you care about ARR quality, CAC payback, valuation multiples, and where public SaaS is heading into 2026, this episode is for you.
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