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Markets2026-08-25 · source-backed
SaaStr's post-mortem has BigCommerce, now Commerce.com, trading at roughly $200M, under 1x ARR (SaaStr). The revenue gap with Shopify went from 19x in 2020 to about 44x on this year's guidance, with BigCommerce growth running 36%, 44%, 27%, 11%, 7%, 3% and now negative while Shopify held 26 to 30% at $11B+. The decision SaaStr isolates is pricing: Shopify earns more as a merchant's GMV grows, BigCommerce earns the same at $1M or $50M. Same argument now hitting every AI-era renewal.
Each link below shares sources, entities, or timing with this story.
Vercel partners with Shopify / Shared entity: SaaStr / Same source domain / Shared topic / Earlier coverage / Tension
Linked by a graph relationship (Vercel partners with Shopify); both cover SaaStr; reported by the same outlet (saastr.com).
SaaStr uses Salesforce Marketing Cloud / Shared entity: SaaStr / Same source domain / Shared topic / Earlier coverage
Linked by a graph relationship (SaaStr uses Salesforce Marketing Cloud); both cover SaaStr; reported by the same outlet (saastr.com).
Vercel partners with Shopify / Shared entities / Same source domain / Earlier coverage
Linked by a graph relationship (Vercel partners with Shopify); both cover ARR, Same; reported by the same outlet (saastr.com).
SaaStr benchmarked against Slack / Shared entities / Same source domain / Earlier coverage
Linked by a graph relationship (SaaStr benchmarked against Slack); both cover ARR, SaaStr; reported by the same outlet (saastr.com).
Shopify partners with ChatGPT / Shared entities / Same source domain / Earlier coverage
Linked by a graph relationship (Shopify partners with ChatGPT); both cover ARR, SaaStr; reported by the same outlet (saastr.com).
SaaStr benchmarked against Slack / Shared entities / Same source domain / Earlier coverage
Linked by a graph relationship (SaaStr benchmarked against Slack); both cover SaaStr, Shopify; reported by the same outlet (saastr.com).
SaaStr uses Salesforce / Shared entities / Same source domain / Earlier coverage
Linked by a graph relationship (SaaStr uses Salesforce); both cover ARR, SaaStr; reported by the same outlet (saastr.com).
SaaStr uses Salesforce / Shared entities / Same source domain / Shared topic / Earlier coverage / Tension
Linked by a graph relationship (SaaStr uses Salesforce); both cover ARR, Shopify; reported by the same outlet (saastr.com).