Know What's Happening in SaaS
Perfios posts 46% profit jump and 20% revenue growth in FY25
Bengaluru‑based fintech SaaS unicorn Perfios reported a 46% rise in consolidated net profit to ₹104.3 cr and a 20% increase in operating revenue to ₹669.5 cr for FY25, with SaaS services making up over 95% of its revenue. The company also completed three strategic acquisitions in 2025 and appointed a former SBI executive to its leadership team.
Also developing:
By the numbers: Beautiful.ai raises $45M from General Catalyst’s CVF fund
OpenAI announced it has surpassed one million paying business customers worldwide, calling it the fastest‑growing business platform in history. The clientele spans finance, healthcare, retail and more, with notable use cases such as Indeed’s AI‑driven hiring boost (20% more applications, 13% more hires) and Lowe’s in‑store project‑guidance app built on OpenAI models. The milestone comes alongside 800 million weekly ChatGPT users and is backed by new enterprise tools like Company Knowledge, AgentKit and the Agentic Commerce Protocol that let firms plug apps into ChatGPT and create AI‑powered commerce experiences. OpenAI says it will continue expanding its platform through 2026 and beyond.
Microsoft apologized to customers in six APAC countries after the Australian Competition & Consumer Commission sued the firm for steering Microsoft 365 users toward pricier Copilot‑enabled plans without clearly presenting the cheaper Classic option. The company admitted its communications could have...
SonicWall confirmed that a state‑sponsored threat actor accessed its MySonicWall cloud backup service via an API call, compromising backup files for up to 500,000 customers worldwide. The breach, initially reported as affecting fewer than 5% of clients, was later said...
Data is increasingly being treated as a strategic, monetizable asset that shapes national strategy, economic growth, and AI capability, prompting governments, AI firms, and enterprises to seek controlled access. Companies that succeed adopt a product‑mindset, offer variable consumption models, abstract...
People talk a lot about AI enabling "personalized" software. An equally exciting thing for me is allowing software that's always modern. As software businesses age, there is often little incentive for vendors to continuously make their products "modern." As such, customers...
https://t.co/IHevG4tF0w is the enterprise firewall for MCP providers. It protects your MCP from exposing malicious or sensitive data—blocking prompt injections, PII leaks, and credential exposure before they reach customer agents. https://t.co/oI0kKq2YWy https://t.co/AoAL40daZm
Discord has upgraded its Family Center, now allowing parents to view teens' weekly purchases—including Discord Shop items and Nitro subscriptions—alongside time spent on voice/video calls and the top five interacted users and servers. The update also introduces guardian‑only controls for...
Woo-hoo!! Just crossed 600,000 start-up valuations on new, FREE SaaStr AI valuation calculator here -> https://t.co/jvgsU2zIKA The 2.0 version not only tells you what you’re worth, but now also tells you the odds you’ll get funded! Try it! -> https://t.co/jvgsU2zIKA https://t.co/T2LLQpqSkK
New!! “The Problem(s) With T3D2 Venture Deals. They’re Still Great. But They Might Get You Fired.” https://t.co/lXKYxMt3Lo
The mastermind session gave SaaS CEOs hands‑on advice on structuring marketing and sales teams, improving content creation, and responsibly adopting AI as a productivity tool rather than a customer‑facing solution. Participants were urged to combine internal roles, start with agencies,...
A year ago, @thepablohansen was finishing his master's in AI. Today, he's building @withkeystone, a modern bug-triage platform for enterprises. Through YC, he found a community of founders that helped him move faster and think bigger. And you can too. https://t.co/gNl84El3BS https://t.co/ZYZEY5oYle
Lunavo (@Lunavo_AI) is the AI assistant for trucking carriers. It handles the repetitive logistics work and flags exceptions before they become urgent. https://t.co/Gjoxd8Kkmd Congrats on the launch, @NiclasHeun & Felix! https://t.co/UFKue4baPz
Jason Lemkin showcases the ten live features of the revamped SaaStr.ai, from the AI‑powered valuation calculator and pitch‑deck analyzer to VC matchmaking, market benchmarking, and a suite of purpose‑built AI agents for SaaS founders. He highlights concrete usage metrics—500,000+ valuations,...
Many AI agent problems are really just information retrieval problems. If the agent has a better way to find and comb through data performantly, you will get far better results. Compute is fungible so you can use it during indexing...
I remember a few years ago, a SaaStr Fund portfolio company was struggling to get a Series A round done They found a lead to put in $8m, but wanted the insiders to put in the other $2m. I wasn't a very...
Denmark has scrapped a draft law that would have forced all messaging services in the EU to scan every URL, image and video for child sexual abuse material, replacing it with a compromise that makes CSAM scanning voluntary but leaves...
AEO vs. GEO vs. AI SEO Optimizing content for AI-driven platforms has become incredibly complicated. There is currently no consensus on what to call what used to be "SEO." This article explains three main terms marketers use, all of which are...
I’m working on adding a team plan to @groupthinkAI and I really hate the complexity of per seat +/or usage pricing. I just want to charge some number and then just have it be enough that you don’t think about...
Check Point Research uncovered a series of Microsoft Teams flaws (CVE‑2024‑38197) that let attackers edit previously sent messages without an “Edited” tag, spoof mobile and desktop notifications, and alter displayed names in private chats and call invitations. The vulnerabilities could...
My biggest takeaways from @MelanieCanva: 1. Build a ladder to the moon with small rungs. You need both a crazy vision that reaches all the way to the moon and tiny, concrete steps to get there. Canva’s mission to “empower the world...
Microsoft announced it will extend in‑country data processing for its Copilot AI to 15 additional markets by the end of 2026, adding Canada, Germany, Italy, Malaysia, Poland, South Africa, Spain, Sweden, Switzerland, the UAE and the US, while Australia, India,...
A critical‑severity flaw (CVE‑2025‑11953) was discovered in the @react-native-community/cli npm package, which powers the Metro development server for React Native apps. The vulnerability enables unauthenticated OS command injection via a POST request, allowing attackers to run arbitrary binaries on Windows,...
Google has secured clearance from the U.S. Department of Justice for its $32 billion acquisition of cloud‑security firm Wiz, moving the deal past the antitrust review stage. The purchase, first proposed at $23 billion in 2024 and renegotiated in early 2025, was...
Several ChatGPT users have reported that their saved "memories"—personalized data such as allergies or location—have vanished from the Manage Memory panel, with the issue appearing across desktop, mobile, and web apps. The problem has not been acknowledged on OpenAI’s status...
Most successful founders keep it dead simple. Building a $10K MRR Micro SaaS while staying solo is possible - but you need to keep it simple too. Here's the solopreneur stack I'd recommend 👇
Stability AI won most of its UK lawsuit against Getty Images, with the High Court rejecting Getty’s claim of secondary copyright infringement and finding only trademark infringement for watermark use. Getty had dropped its core claim that Stability trained on...
Kyle Poyar analyzes ChartMogul data to show that the rare SaaS startups that break the $20 million ARR barrier do so by continuously improving their revenue mix—raising ARPA, boosting expansion and retention—rather than relying on early‑stage momentum alone. The outliers double‑digit...
In this episode, Vova Feldman, CEO and co‑founder of Freemius, explains how the platform evolved from a WordPress‑centric tool into a full‑service, self‑serve solution for indie SaaS and desktop software makers, handling payments, licensing, taxes, and compliance. He highlights the...
Salesforce data shows 76% of business leaders feel pressure to deliver value with data, yet 84% say their strategies need a complete overhaul to succeed with AI. Poor data quality leads 49% of data leaders to sometimes reach incorrect conclusions,...
New Xero research shows UK accountancy firms have lifted profits by £338 million and added £10 billion to GDP after adopting AI, with 98% of firms now using the technology. Finance workers spend an average of three hours per day on AI,...
🎉 Thrilled to welcome @dusthq as a top Super Gold sponsor at SaaStr AI LDN Dec 1-2! Dust is solving one of the hardest problems in enterprise AI—making your company’s scattered knowledge actually useful. Their platform helps teams deploy AI agents...
A small startup @promptwatch logged into my account today without permission and shared a screenshot of it. They were trying to show the app worked properly. But don’t do this yourself. It’s a violation of trust and more. Be...
Acer announced the Chromebook Plus Enterprise 714 and 514, two 14‑inch ChromeOS laptops aimed at cloud‑first enterprises. The 714 is powered by Intel Core Ultra 5, the 514 can be configured up to an Intel Core 7, both with up to 16 GB LPDDR5X, PCIe Gen4 SSDs,...
AirCaps (@tryaircaps) is bringing AI assistance to real-world conversations. Their software provides live captions, translations, and proactive AI insights on AR glasses. They’ve already processed 15,000 hours of conversations for hundreds of paying customers. https://t.co/FAXTKn8UT7
A thing often in common among great startup investors, founders, and researchers: Trading making a lot of small mistakes in exchange for getting a few giant wins. (Surprisingly many people seem to prefer a few big mistakes in exchange for a lot...
OpenAI and Amazon Web Services have sealed a multi‑year partnership valued at $38 billion, granting OpenAI direct access to AWS’s high‑performance compute, including Nvidia‑based GPUs and EC2 UltraServers, with full deployment targeted by the end of 2026. The deal expands the...
Item (@newitemco) is the AI-Native CRM that works for you — a system that knows your business like your best employee and works for you 24/7. Already powering 50,000 autonomous workflows every month. Start running autonomously → https://t.co/nt1qoQ9ozo https://t.co/5OUAfjyxUr
Noticing a trend: Lots of asks from early-stage founders looking for intros to great B2B GTM people. With AI making it so much easier to build, distribution/GTM is becoming harder to crack.
Lemma (@uselemma_ai) helps AI agents learn from real-world use, so they get better instead of breaking over time. They turn user feedback into automated prompt improvements, so teams can focus on shipping products. https://t.co/6FZ2p9oImQ Congrats on the launch, @zjearbear & @colegawin_!
If you posted a customer's data online, is it better to apologize or ignore it? @promptwatch did the latter with my data But maybe that's the right approach in 2025 https://t.co/6wZeI3hVNN
You may not think about operations, but operations is thinking about you. You're executing processes every day whether you've documented them or not. The question is: are they good processes? And are you aware of them? That awareness is what unlocks growth. https://t.co/MJ6dzxjNQq
Scott AI (@scott_ai_) is building coding agent plan mode with superpowers. Run multi-agent swarms to find your best spec faster. https://t.co/irzLxLpGjU Congrats on the launch @davidmaulick and @Devin_BC! https://t.co/itxAfkub2i
Telemetron (@telemetronai) is the support platform that understands hardware. AI agents connect to devices, read telemetry, run diagnostics, and troubleshoot issues - so customers, technicians, support agents, and engineers can resolve issues faster. https://t.co/fjwjZHQeaI
SaaStr AI Live: A Hands-On Guide to SaaStr's New AI Tools https://t.co/ZTGASBhFQa
Casey is building the infrastructure layer for insurance distribution - automating complex submissions so brokers spend less time on admin and more time with clients. https://t.co/lxZsmXMwXd Congrats on the launch, @MaxThoelen, @pascalkueng, and @nicohaenggi! https://t.co/r1Eer98FEm
When all is said and done, pre-generative AI "automated" customer service will be the ultimate "uncanny valley."
🧵 The growth plateau pattern I see ALL the time: Growth during months 1-6. Slowing during months 7-12. By month 13+ it turns to "Why are we stuck? What are we missing?"
Alright! The first handful of Fizzy beta invites have gone out! Over the next week or two, assuming all goes well, we'll send invites to the thousands who've signed up for the list prior to opening it up to the public. If...
$495 is a tough price point to hire a human sales rep for But an AI agent? 🤖They don't mind. They don't mind -- at all. If nothing else, put AI agents + AI SDRs and AEs on the deals...
Flows from @yuma_dot_ai is a visual AI agent builder for ecommerce customer support. It lets merchants define conditional logic and mix it with natural language to build flexible yet precise automations, seamlessly merging process-oriented AI agents and enterprise-grade workflows. https://t.co/XQbiCI32Ap
