SaaS Company Research

Company research on SaaS growth, business models, pricing, and competitive advantage, with analysis of public filings and operating metrics.

2026

How Klaviyo Built a $1.2B Business in Shopify's Ecosystem 08/27 How Clay Went From Years of Near-Zero Revenue to $100M ARR 08/17 Amplitude Is Growing Again. Can It Improve Its Margins? 08/12 What Snowflake Taught Me About Moats in Infrastructure Software 08/10 Semrush Sold to Adobe. Ahrefs Stayed Independent. Which Path Wins? 08/09 How Shopify Grew From a Store Builder to an $11.5B Commerce Platform 08/02 How HubSpot Is Still Growing 20% After Nearly 20 Years 08/01 monday.com Is Still Growing. What's Driving the Next Phase? 07/30 How Datadog Turns Small Deployments Into $1M+ Accounts 07/26 Figma Tops $1B in Revenue. Can Its Moat Hold Up in the AI Era? 07/25