SaaS Rick Watson SaaS Rick Watson

Klaviyo Earnings and Future: Shopify’s Mid-Market E-mail/SMS Automation Tool

From Klaviyo's latest earnings, we've distilled four key takeaways. Notably, there's been significant growth in the mid-market segment, with an 80% increase in customers paying over $50k/year, totaling 143k customers. However, pressure on gross margins, a declining revenue growth forecast for 2024, and concerns regarding non-GAAP measures raise questions about the company's trajectory. Looking ahead, Klaviyo's potential expansion into CRM territory, particularly tailored for Shopify, may shape its future amidst a competitive landscape.

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SaaS Rick Watson SaaS Rick Watson

Shopify Winter Editions Enterprise Update: Missed Opportunities Abound

Shopify's recent Winter Editions update left many questions unanswered and opportunities untapped. From missed partnerships to unclear positioning, the update fell short of addressing key concerns for enterprise users. Learn more about the overlooked aspects of Shopify's latest enterprise offerings and the implications for businesses seeking scalable solutions.

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SaaS Rick Watson SaaS Rick Watson

Shopify Q2 2023: In Attack Mode After Ending Logistics Side Quest

In this article, we delve into Shopify's strategic rise in e-commerce, spotlighting its surging GMV, revenue, and cash flow metrics. With an offensive approach spanning diverse sectors, discover how Europe's growth surpasses the US. Uncover Q2 highlights, including a 17% GMV surge and 31% revenue rise. Brace for Q3's growth projection, amplified margins, and enhanced Free Cash Flow (FCF) profitability – all shaping Shopify's dynamic journey.

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SaaS, Consulting Rick Watson SaaS, Consulting Rick Watson

"Me-Too" SaaS Offerings Are Dead in 2023

Explore the dynamic world of SaaS evolution. Beyond innovation, learn why strategic positioning matters for eCommerce success. Uncover roles, impacts, and insights from ChannelAdvisor's triumph. Whether forging new paths or capturing existing markets, discover the keys to meaningful SaaS growth in this insightful journey.

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