Q1 earnings from Box & Salesforce, CAC Payback and Growth from Q1, & Klarna Replacing AI with Humans

In this episode, we dive deep into Q1 earnings across some of the most talked-about SaaS names—UiPath, Salesforce, Box, and PagerDuty—and what the data is telling us about the broader SaaS market in 2025.

Klarna’s AI U-turn: After touting an AI assistant that replaced 700 agents, Klarna is hiring humans again. We unpack what this means and whether this is a genuine shift or a PR move ahead of IPO.

This is a preview of our Q1 State of SaaS report—coming soon.

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