Latka Blog
246 articles on SaaS revenue, growth playbooks, and founder interviews from the Latka blog.
Somewhere between raising another round and grinding to profitability sits the least-understood instrument in startup finance. Here's how venture debt actually works — mechanics, math, and the traps — with real uses from the archive.
Two years before ringing the NASDAQ bell, Sid Sijbrandij counted his quota reps live on air from GitLab's public team page. The revenue history since — and the operating rules he disclosed on the way up — are the open-source business model proven in public numbers.
Horizontal software sells one function to everyone; vertical SaaS sells everything to one industry. The trade looks like a smaller market — until you see what owning an industry's workflow does to CAC, churn and pricing power.
This list ranks private software companies based in SF based on their most recent revenue. Public companies like Salesforce were excluded. Latka…
Most CAC benchmark posts quote surveys of anonymous companies. We have something better: what founders actually disclosed on tape — $85 at Webflow, $17K at Workboard, and the payback rules the best operators run.
Priced well, the product line does the selling; priced badly, your products compete with each other. The four patterns from our founder interviews, the design steps, and the signals the line is working.
The three cloud service models divide one question — how much of the stack do you want to manage yourself? — into three answers with very different customers, margins and businesses attached.
A customer engagement score is churn's leading indicator: one number per account, computed from the events that predict renewal. Here's what goes in, how to weight it, and the back-test that keeps it honest.
Manny Medina managed Outreach by inputs — bookings per quarter, seats active daily, payback months — and let ARR take care of itself. The 2019 tape where he opened the machine, and where the machine went: $4.4B valuation, ~$300M revenue.
Scribd solved the hardest problem in consumer subscriptions — acquisition cost — by building the audience first and the business model second. Trip Adler explained the whole machine on tape at 500K subscribers; the million came right on schedule.
A revenue model is the specific mechanism that turns your product into cash. Here are the eight that cover essentially every software company — each grounded in numbers a real founder put on the record.
Four choices sit under every churn rate anyone quotes — customers or dollars, which period, which cohort, and what goes in the denominator. Each one moves the number, as the figures mParticle, Funnel.io and AirDNA put on the record show.
Every founder quotes a growth rate; few calculate it the same way. Here's the formula, the traps, and what growth actually looked like — on the record — at $6M, $14M, $24M, $96M and $2.5B in revenue.
The question in this post's title was live when Sarah Bird sat down in 2019 — cash-flowing, growth slowing, PE circling. She answered it with unusual candor, and history answered it completely: Moz sold in 2021. Here's the machine that got bought.
Wix paid $80M cash for six-month-old, bootstrapped Base44 on June 18, 2025 — and by May 2026 the vibe-coding platform had reached $150M ARR. Every revenue figure, dated and sourced, plus what the deal has actually cost Wix.
Genspark's CEO says Super Agent hit $10M ARR in nine days and $36M in 45. Here is the dated, sourced record — and the corrections to our earlier reporting.
Oleve was doing $6M ARR — about $500K a month — with six people when co-founder Sid Bendre taped with Latka in mid-2025. Here is the dated record behind the Quizard AI studio, and where the numbers disagree.
Romain Torres put Arcads' revenue graph on screen for Latka in November 2025: $10 million ARR, eight people, bootstrapped — six months after telling us $6 million with five. Here is the dated timeline, and where the public record disagrees with our own database.
Jake Mor told Nathan Latka in June 2025 that Superwall had reached $3.6M ARR with 12 people. Ten months later he posted roughly $8.2M. Here is the dated record — and where the numbers disagree.
Submagic co-founder and CEO David Zitoun told Latka in June 2025 the AI video tool had reached $8M ARR with 13 people and no funding — two years, not three, after its first customer. Here are the numbers that check out, and the ones we corrected.
Loom's last reported revenue was $50M ARR in September 2023, weeks before Atlassian announced its $975M acquisition. The dated numbers, from the February 2019 paywall launch to the exit.
HubSpot reported $3.13B in 2025 revenue, up 19%, with 288,706 customers at year end. It guided 2026 to $3.7B — and the market cut its valuation in half anyway. The filed numbers, year by year.
Zendesk's last audited revenue was $1.34 billion in 2021. Under private equity ownership it says ARR passed $2 billion — here is every figure, dated and sourced, including the $3.4 billion target that never happened.
Palantir closed 2025 with $4.475 billion in revenue, up 56%, then raised 2026 guidance to $8.15 billion after a 93% growth quarter. The full dated revenue record from SEC filings — including corrections to what this article previously got wrong.
Grammarly disclosed more than $700M in annual revenue in May 2025, alongside a $1B non-dilutive financing from General Catalyst. Here is the dated record — and what we cut from the old version of this post.
Salesforce reported $41.5B in revenue for fiscal 2026 (ended January 31, 2026), up 10%, and raised fiscal 2027 guidance to $46.1B-$46.4B in August 2026. Here is the filing-by-filing ladder, the subscription split, and what Informatica and Agentforce add.
ClickUp's revenue is roughly $300M ARR, per the company's September 2025 announcement. Zeb Evans talked to Latka twice — at under $3M MRR in 2020 and near $80M in 2021 — and the two tapes bracket the steepest part of the curve.
Discord's estimated revenue hit $1.1B in October 2024, per the GetLatka database, on a $14.5B valuation set at its 2021 Series H. Here's how a chat app with no ads got there — every figure dated and sourced.
What is Calm’s Valuation? Calm’s valuation is $2B as of 2024. What is Calm’s Revenue? Year Revenue 2012 Launched ($0 revenue) 2015…
Wix closed 2025 with $1.99 billion in revenue, up 13%, and is growing mid-teens in 2026. Every figure here is dated and sourced to the company's own filings — including the ones we corrected from the earlier version of this article.
Atlassian reported revenue of $6.57 billion for fiscal 2026 (ended June 30, 2026), up 26% year over year. Here is the dated revenue ladder from its filings — and what its president told Latka back when the run rate was $1 billion.
GitHub's annual revenue run rate reached $2 billion in October 2024, Satya Nadella told investors — double the $1 billion he disclosed in October 2022, with Copilot accounting for over 40% of the growth.
Canva reached $4 billion in annualized revenue in December 2025, per GetLatka's tracking. Here is the dated milestone history, the valuation markdown and recovery, and the places where the numbers conflict.
Salesforce last put a dollar figure on Slack in March 2023: roughly $1.5 billion for fiscal 2023. Everything since is an estimate. Here is the full revenue trail from SEC filings — and a correction to our own database.
OpenAI is private, so every revenue number is reported, not filed. Here is the full dated chain — from about $28M in 2022 to Bloomberg’s $40B+ run-rate report in August 2026 — with who said what, and when.
Zoom booked $4.87 billion in fiscal 2026 and is guiding fiscal 2027 above $5 billion. The dated, filing-by-filing revenue history — and the corrections the old version of this post needed.
Page 5 of 7
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time
