Latest posts tagged with #CACpayback on Bluesky
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
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
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 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
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
