Markets
Only Seven Public B2B Software Companies Are Growing Over 30%, and the Ones That Are Bill on Usage
SaaStr's tally of most-recent-quarter earnings releases found just seven public B2B companies growing faster than 30%, arguing the healthy 30-50% growth band that existed five years ago has vanished, leaving a small usage-billed group, a large cluster in the low-to-mid twenties, and a long single-digit tail. Palantir, Datadog, Cloudflare and Snowflake all bill against usage in some form, so AI workload growth flows into revenue with no seat negotiation and no sales cycle. The framing pairs directly with this week's private-market data, where Owner disclosed $100M ARR and Instinct went from $50M to $2.5B valuation in months.
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