5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost
Box's Q2 FY27 financial results show a modest acceleration with $321.1 million in revenue (up 9%), a 29.4% non-GAAP operating margin, and 106% NRR. The company serves as a clean public market test case for how a mature, seat-priced B2B software business can transition into the AI era while managing a modest 20 basis point AI margin cost.
SaaStr · 27 August 2026 · Read the original →
Stripe Buys OpenRouter for $7B, Anthropic Turns Its First Profit, and Silver Lake Circles Workday at $43B: 20VC x SaaStr
This roundup highlights massive consolidation and funding shifts, including Stripe acquiring OpenRouter for $7B, SpaceX's $60B takeover of Cursor, and Silver Lake circling Workday at $43B. It also details the economic math required for AI to hit $600B in revenue, which hinges on $100K of tokens per engineer and a 30% reduction in engineering headcount.
SaaStr · 27 August 2026 · Read the original →
The 3 New Pricing Models in B2B. Pick One, Because The Old One (Just Seats) Really is Dying
ZoomInfo CEO Henry Schuck highlights that traditional seat-based pricing is dying, though a consensus on what replaces it remains highly fluid. The post outlines the pressure on legacy pricing structures and the necessity of adopting one of three emerging B2B pricing models to avoid a slow decline.
SaaStr · 27 August 2026 · Read the original →
How to close $100K+ enterprise deals, step by step | Jen Abel
Enterprise sales expert Jen Abel outlines a step-by-step playbook for closing deals worth over $100K. The guide covers the transition from founder-led sales to executing a structured $1M to $10M enterprise sales playbook.
Lenny's Newsletter · 27 August 2026 · Read the original →
Sales engagement platform vs. CRM: Why teams need both
Running a CRM and a sales engagement platform in isolation leads to lost deals due to disconnected activity and pipeline data. This misalignment is highlighted by HubSpot's 2026 State of Marketing Report, which notes that sales-marketing alignment remains a top challenge for 27.6% of marketers.
HubSpot Sales · 27 August 2026 · Read the original →
RevOps tools explained: A buyer's framework for 2026
Go-to-market teams frequently struggle with disconnected data systems, conflicting dashboard reports, and manual record cleaning. Implementing the right RevOps tools centralizes GTM data, automates team handoffs, and provides a single source of truth for pipeline visibility.
HubSpot Sales · 27 August 2026 · Read the original →
7 best sales collaboration tools for growing companies
Recent benchmarks show that sales teams operating with lean, integrated software stacks close deals faster than those overwhelmed by disconnected tools. High-performing teams prioritize collaborative environments where shared data directly impacts rep productivity and quota attainment.
HubSpot Sales · 27 August 2026 · Read the original →
More tools to help sales avoid using the CRM we just finished integrating.
7 stories, every Thursday
Published here every week. Follow by RSS to get it as it lands.