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
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
November 4, 2025 at 4:01 AM
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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
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
July 29, 2025 at 5:01 AM
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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
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
July 29, 2025 at 2:03 AM
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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
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
August 1, 2025 at 5:03 AM
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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
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
August 9, 2025 at 2:03 AM
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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
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
CAC Paybacks are exploding for Public SaaS Co’s, Do curricular economics in AI point to a bubble
In Episode 30 of The SaaS Report, host Matt Aird breaks down three key metrics from our Q2 State of SaaS Report - CAC payback, free cash flow margins, and sa...
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November 7, 2025 at 4:02 AM
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Veeva is an incredible business.
They're trading at $40B or 16X ARR right now
#veeva #cacpayback #arr #sales #saas
They're trading at $40B or 16X ARR right now
#veeva #cacpayback #arr #sales #saas
March 28, 2025 at 3:37 AM
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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
That's a 70% increase over the last 12 quarters.
That's crazy.
#SaaS #SalesMetrics #GoToMarket #CACPayback #MagicNumber #ARRGrowth #SaaSMarketing #RevenueGrowth
May 8, 2025 at 5:02 AM
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Want the Q1 State of SaaS Data Sheet?
It’s raw data from 30+ public SaaS companies (#Zoom, #Salesforce, #Snowflake, etc.) - plus calculated metrics like #CACPayback, #ARR growth, #MagicNumber, and Rule of 40.
Comment Q1 and we will send it your way!
It’s raw data from 30+ public SaaS companies (#Zoom, #Salesforce, #Snowflake, etc.) - plus calculated metrics like #CACPayback, #ARR growth, #MagicNumber, and Rule of 40.
Comment Q1 and we will send it your way!
May 26, 2025 at 2:01 AM
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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
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
April 10, 2025 at 4:45 AM
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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
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
August 3, 2025 at 2:02 AM
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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
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
October 29, 2025 at 2:30 AM
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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
$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
June 11, 2025 at 6:33 AM
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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: 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
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
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July 14, 2025 at 2:02 AM
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🚨 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
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
April 17, 2025 at 11:15 PM
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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
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
October 2, 2025 at 1:05 AM
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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
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
June 1, 2025 at 5:01 AM
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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
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
November 6, 2025 at 4:02 AM
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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
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
August 9, 2025 at 5:01 AM
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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
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
June 9, 2025 at 6:37 AM
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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
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
July 1, 2025 at 11:01 PM
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1 likes