In this week’s episode, we break down the latest performance from four major SaaS players - Rubrik, Asana, MongoDB, and CrowdStrike - and dig into what’s really going on under the hood.

We cover:

Rubrik’s wild growth (54% YoY!) and eye-watering 61% S&M spend
Asana’s GTM efficiency collapse and the uphill battle to cut costs
MongoDB’s consistent ARR gains and tighter OpEx discipline
CrowdStrike’s standout GRR and the implications of surging OPEX

Plus, two major topics impacting sales and AI:

Apple’s iOS 26 Call Screening - Is this the end of cold calling as we know it? We unpack how this default feature could derail outbound teams and change the GTM playbook for good.

Apple’s AI Paper: “The Illusion of Thinking” - A must-know for anyone building in AI. We explore how Apple challenges the current hype around large reasoning models (LRMs) and what this means for the road to AGI.

If you're deep in SaaS, sales strategy, or AI innovation, this is an episode you won’t want to miss.

#SaaS #ARR #Rubrik #Apple #LLM #MongDB #Asana

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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#SaaS #Salesforce #UiPath #Klarna #Startups #CACPayback #SaaSEarnings #AI #AgenticAI #Startups2025 #GoToMarket

Welcome back to The SaaS Report! After a short break, we're diving deep into the Q1 earnings from some of the biggest names in enterprise software—Workday, Zoom, Palo Alto Networks, and Snowflake. We also cover Salesforce’s $8 billion acquisition of Informatica, how we are using AI in GTM today and, finally, we’ll preview Crunchbase's latest report on venture funding and tech trends.

Whether you're in SaaS sales, GTM strategy, or just a tech market nerd, this episode breaks down the numbers and strategies shaping the market in 2025.

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