https://tomtunguz.com/whats-different-in-this-layoff-cycle/
How Layoffs in Startupland Differ Between B2B & B2C Companies | Tomasz Tunguz
May 18, 2026 - Explore how B2B startup layoffs outpace B2C for the first time since 2020, with data-driven analysis of headcount reductions across tech sectors in 2023.
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https://tomtunguz.com/mobile-saas/
The Challenge Facing Mobile-First SaaS Companies | Tomasz Tunguz
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https://tomtunguz.com/2016-economy-risk-to-saas/
Is the 2016 Economy a Risk to SaaS Companies? | Tomasz Tunguz
May 29, 2026 - Amid economic uncertainty in 2016, data shows SaaS companies maintaining strong revenue growth, with most exceeding Wall Street estimates by 4%+ despite VC...
saas companies tomaszeconomyrisktunguz
https://tomtunguz.com/employee-productivity-patterns-saas/
The Employee Productivity Patterns of Billion Dollar SaaS Companies | Tomasz Tunguz
May 8, 2026 - Analyze how billion-dollar SaaS companies scale: from 184 to 944 employees over 6 years while tripling revenue per employee to $200k. Data from 50+ public...
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https://tomtunguz.com/shifting-role-marketing-saas/
The Expanding Role of Marketing in SaaS Companies | Tomasz Tunguz
Jun 1, 2026 - Discover how modern SaaS marketing teams now guide customers deeper into the funnel, transforming traditional sales models and creating new startup...
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https://tomtunguz.com/when-to-go-freemium/
The Common Characteristics of Successful Freemium Companies | Tomasz Tunguz
May 21, 2026 - Discover the 3 essential traits of successful freemium startups. Data-driven insights on how top SaaS companies leverage free tiers to scale faster and win...
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https://tomtunguz.com/how-do-vcs-analyze-companies/
How Do VCs Analyze Companies? | Tomasz Tunguz
May 22, 2026 - Learn how VCs analyze startups through proven frameworks. A data-driven approach to venture capital evaluation, from business models to value chain analysis.
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https://tomtunguz.com/no-rules-rules/
The Parallels in the Culture Between the Two Category Defining Companies | Tomasz Tunguz
May 13, 2026 - Discover striking cultural parallels between Netflix and Bridgewater, two category-defining companies. Key insights on radical candor, talent density, and...
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https://tomtunguz.com/ai-premium-2024-08-16/
AI Public & Private Premia for AI Companies | Tomasz Tunguz
May 27, 2026 - AI companies trade at 2x forward multiples of non-AI peers in public markets. GenAI startups raise at 1.5-2x higher valuations than traditional software...
ai publiccompanies tomaszprivatepremiatunguz
https://tomtunguz.com/bill-macaitis-talk/
The 9 Marketing Disciplines of Great SaaS Companies | Tomasz Tunguz
May 18, 2026 - Discover the 9 essential marketing disciplines that power successful SaaS companies, based on insights from Zendesk's former CMO. Data-driven strategies for...
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https://tomtunguz.com/asc-606/
Important Changes in Revenue and Profitability Definitions for SaaS Companies | Tomasz Tunguz
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https://tomtunguz.com/carilu-dietrich-office-hours/
Office Hours with Carilu Dietrich - Marketing for Hypergrowth Companies | Tomasz Tunguz
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https://tomtunguz.com/mispricing-of-software-companies/
The Mispricing of Software Companies | Tomasz Tunguz
May 15, 2026 - Explore how public SaaS companies are valued: from 5-10x multiples a decade ago to 2-60x+ today. New data reveals surprising growth-value disconnects in tech.
software companiestomasztunguz
https://tomtunguz.com/fundraising-history-saas-publics/
The Financing Trends of Billion Dollar SaaS Companies | Tomasz Tunguz
Jun 1, 2026 - Analyze financing data from 41 public SaaS companies: from $4M to $400M raised pre-IPO. Key insights on capital efficiency and growth paths in modern cloud...
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https://tomtunguz.com/customer-operations/
Customer Operations - An Idea for Maximizing Efficient Growth in SaaS Companies | Tomasz Tunguz
May 29, 2026 - Learn how Customer Operations unifies marketing and sales ops to optimize SaaS growth. Key insights on maximizing revenue efficiency in modern startups.
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https://tomtunguz.com/vertical-saas-tradeoff/
Vertical SaaS Startups Require Different Go To Market than Horizontal SaaS Companies | Tomasz Tunguz
May 29, 2026 - Learn why vertical SaaS startups like Veeva ($3.3B market cap) require unique go-to-market strategies vs horizontal SaaS, from focused products to industry...
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https://tomtunguz.com/revenue-per-employee/
Revenue per Employee Benchmarks of Billion Dollar Companies | Tomasz Tunguz
May 22, 2026 - Discover key revenue-per-employee benchmarks for SaaS companies, from Google's $1M/employee to the industry average of $200k. Data-driven insights for startup...
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https://tomtunguz.com/five-marketing-channels-saas-companies/
The 5 Marketing Channels of Great SaaS Companies | Tomasz Tunguz
Jun 1, 2026 - Discover the 5 proven marketing channels top SaaS startups use to generate 2-3x higher-converting inbound leads. Data-driven insights for scaling demand...
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https://tomtunguz.com/b2d-go-to-market/
The Go-To-Market Challenges of B2D Companies | Tomasz Tunguz
May 26, 2026 - Discover the unique go-to-market challenges B2D startups face and learn proven sales strategies from successful companies like Github, Twilio, and Stripe.
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https://tomtunguz.com/challenge-performance-pricing/
The Challenge of Performance Pricing for SaaS Companies | Tomasz Tunguz
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https://tomtunguz.com/saas-barriers-to-entry/
The 3 Competitive Defenses of Enduring SaaS Companies | Tomasz Tunguz
May 13, 2026 - Discover the 3 proven competitive moats that help SaaS companies retain customers and fight 15% annual churn: network effects, data advantages, and ecosystems.
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https://tomtunguz.com/benchmarking-exceptional-series-a-companies/
Benchmarking Exceptional Series A SaaS Companies | Tomasz Tunguz
May 8, 2026 - Analyze key metrics and benchmarks of top-performing Series A SaaS companies, including revenue growth rates and funding characteristics from 2013-2016.
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https://tomtunguz.com/mattermost-series-a/
A New Architecture for Next-Generation Software Companies: Announcing Mattermost | Tomasz Tunguz
May 22, 2026 - Discover how next-gen software companies are redefining SaaS by separating databases from apps. See why VCs are betting on this data-driven architecture shift.
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https://tomtunguz.com/how-important-profitability/
SaaS Companies Are Changing their Growth Strategies | Tomasz Tunguz
May 18, 2026 - Discover how public SaaS companies are shifting from growth-at-all-costs to profitability, with median net margins improving from -25% to -8.8% in two years.
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https://tomtunguz.com/just-where-are-saas-companies-priced-after-the-2018-correction/
Just Where Are SaaS Companies Priced After the 2018 Correction? | Tomasz Tunguz
Jun 2, 2026 - Despite 2018's 25% market correction, SaaS company valuations remain high at 7.1x forward revenue - well above the 8-year median of 5.2x. Key metrics for...
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https://tomtunguz.com/spending-habits-public-saas/
The Investment Patterns of SaaS Companies in Sales and Engineering Over Time | Tomasz Tunguz
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https://tomtunguz.com/open-source-cloud-identity-crisis/
The Identity Crisis Facing Open Source Companies in the Cloud | Tomasz Tunguz
May 11, 2026 - Explore the strategic dilemma facing open source companies: choosing between on-prem and cloud SaaS models, and how it impacts startup revenue and growth.
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https://tomtunguz.com/consumer-saas-capital-efficiency/
Benchmarking Consumer and SaaS Companies' Path to IPO | Tomasz Tunguz
May 11, 2026 - Compare growth trajectories: Consumer startups hit $100M+ revenue in year 2 vs steady SaaS growth through year 8. Key benchmarks reveal surprising spend...
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https://tomtunguz.com/equity-cap-table-vs-token-cap-table/
The Two Cap Tables of Crypto Companies: What They Are and How They Relate to Each Other | Tomasz...
May 27, 2026 - Understand how crypto companies manage dual cap tables: equity vs. tokens. Analysis of ownership splits, community allocation (55%), and treasury dynamics.
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