Podcast
Sales Science
Hosted by Sales Science · EN
2025 is going to be chaos unless businesses fix their go-to-market (GTM) strategies. At Sales Science, we’re on a mission to solve that problem by sharing real-world GTM experiments, wins, losses, and lessons.
Hosted by Matt Aird, our content focuses on practical, data-driven insights to improve GTM efficiency. No fluff—just what works.
What to expect:
Quarterly SaaS Reports: Deep dives into public SaaS companies' GTM strategies.
GTM Experiments: Real campaigns we’re running with clients.
Tactical Insights: Actionable advice backed by data.
If you want to see what’s working in the field, hit subscribe. Your support means the world to us. Let’s make 2025 a breakthrough year for GTM success. See you next week!
11episodes
Episodes
Newest firstAll episodes
IBM Acquiring Confluent, Adobe Acquiring SEMrush and is Klaviyo Under Valued?
Dec 2400:24:51Tap to summarizeIn this episode of The SaaS Report, we break down Q3 earnings across public SaaS - what’s actually happening behind the headline growth numbers, where efficiency is cracking, and why M&A activity is accelerating.We cover:HubSpot’s slowing growth and rising cost of net new ARRAtlassian hitting the law of large numbersKlaviyo’s standout quarter and long runwayIBM’s acquisition of Confluent and what it signals for mid-stage SaaSAdobe’s premium acquisition of Semrush - and why this deal is differentIf you care about ARR quality, CAC payback, valuation multiples, and where public SaaS is heading into 2026, this episode is for you.
Transcribe →CAC Paybacks are exploding for Public SaaS Co’s, Do curricular economics in AI point to a bubble
Dec 500:11:28Tap to summarizeIn Episode 30 of The SaaS Report, host Matt Aird breaks down three key metrics from our Q2 State of SaaS Report - CAC payback, free cash flow margins, and sales & marketing spend - and how they’re shaping the current SaaS landscape.Then, we dive into the circular economics emerging in the AI space - where Nvidia, OpenAI, and CoreWeave may be building financial loops that echo past market bubbles.Get the full Q2 State of SaaS Report (with data from 40 public companies across 15 metrics): https://www.send.co/a/draft-state-of-saas-report-q2-2025-FQjWkvqPWhat do you think?Are these new GPU leasing models a sign of innovation - or the start of circular economics in AI? Drop your thoughts in the comments.Subscribe for weekly SaaS insights and earnings breakdowns.
Transcribe →SaaS Growth Rates Continue to Decelerate & Can Asana’s New Management Team Right the Ship?
Oct 1000:14:24Tap to summarizeCheck out the full data sheet here: https://www.send.co/a/-state-of-saas-data-sheet-IxBVvL6YGet the Q2 State of SaaS Report as soon as it’s released: https://thesaasreport.beehiiv.com/subscribeWelcome back to The SaaS Report! In episode 29, host Matt Aird breaks down Q2 earnings for Rubrik, Asana, PagerDuty, and UiPath - diving into the data behind their ARR growth, efficiency metrics, and valuations.Then, we give you an exclusive sneak peek into the first metric from our Q2 State of SaaS Report - ARR growth rates across 40+ public SaaS companies.From explosive growth stories like Rubrik and Applovin to struggling operators like PagerDuty and Asana, this episode gives you the numbers that matter for SaaS investors, operators, and analysts.In this episode:- Deep dive into PagerDuty’s slowdown and efficiency pivot- Rubrik’s 55% ARR growth and how they’re improving free cash flow- Asana’s turnaround attempt under a new CEO and CFO- UiPath’s enterprise push and declining growth ratesExclusive data from the Q2 State of SaaS Report - ARR trends, CAC payback, magic number, and more.#SaaS #Earnings #ARR #SoftwareStocks #SaaSReport #Rubrik #Asana #UiPath #PagerDuty #Palantir #Applovin
Transcribe →Q2 results from Figma, ServiceTitan, Gitlab & is ZScaler overvalued?
Sep 2900:13:11Tap to summarizeWelcome to Episode 28 of The SaaS Report. In this episode, we break down Q2 earnings from some of the biggest names in SaaS, including Elastic, Nutanix, Zscaler, GitLab, ServiceTitan, and Figma.We’ll look at their ARR growth, efficiency metrics like CAC payback and Rule of 40, and what the market multiples are telling us about the current SaaS landscape. Some companies are delivering strong efficiency improvements, while others are seeing growth deceleration and questionable valuations.If you want the full dataset, check out the Q2 State of SaaS Report 2025, covering 42 public SaaS companies across 15 core metrics - https://www.send.co/a/-state-of-saas-data-sheet-IxBVvL6YDon’t forget to like, subscribe, and drop your thoughts in the comments. Which SaaS company impressed you most this quarter?
Transcribe →Q2 Results from Snowflake, Okta, Crowdstrike & MongoDB | Benioff’s take on GenAI for Enterprise SaaS
Sep 1100:19:33Tap to summarizeWelcome to Episode 27 of The SaaS Report!In this episode, Matt breaks down Q2 numbers from Okta, CrowdStrike, MongoDB, and Snowflake - looking at growth rates, efficiency, ARR multiples, and what it all means for investors.He also dives into Marc Benioff’s recent interview on the 20VC podcast, where he shared his perspective on generative AI, Salesforce’s internal use cases, and the future of enterprise software.If you’re following the SaaS market closely, this one’s packed with insights you won’t want to miss.Subscribe to the State of SaaS newsletter for the full Q2 breakdown when it drops: https://thesaasreport.beehiiv.com/subscribeDon’t forget to like, subscribe, and turn on notifications so you never miss an update.
Transcribe →Why Monday is undervalued and Q2 results from Palo Alto Networks, Sprout Social and Similarweb
Aug 2600:13:10Tap to summarizeWelcome to Episode 26 of The SaaS Report!In this episode, Matt Aird breaks down the latest quarterly results from Palo Alto Networks, Sprout Social, and SimilarWeb, before diving into why he believes Monday.com is significantly undervalued after its 40%+ share price decline.We’ll look at key SaaS metrics - ARR growth, CAC payback, Rule of 40, operating margins - and compare Monday.com’s performance against other leading SaaS companies like Procore, GitLab, MongoDB, and HubSpot.If you’re an operator, investor, or just curious about where SaaS is heading, this episode has the insights you need.📌 Chapters: 00:00 – Intro 00:58 – Episode overview 01:29 – Palo Alto Networks Q2 breakdown 02:26 – Palo Alto efficiency & SaaS metrics 02:58 – Sprout Social Q2 results 03:32 – Growth challenges & CAC payback 04:07 – Sprout Social margins & valuation 04:23 – SimilarWeb introduction 05:00 – SimilarWeb growth & challenges 05:38 – Business efficiency concerns 06:09 – Monday.com share price decline explained 07:03 – Google search & AI impacts 08:10 – Revenue guidance concerns 09:04 – Competing with AI-native SaaS for investor attention 09:57 – Why Monday.com is undervalued 10:31 – Comparing Monday to Procore 10:54 – Comparing Monday to GitLab 11:10 – Comparing Monday to MongoDB 11:33 – Comparing Monday to HubSpot 12:07 – SaaS metrics comparison (growth, CAC, FCF margins) 12:22 – Why Monday looks oversold 12:40 – Figma IPO fun fact & wrap-up
Transcribe →Q2 Earnings from Atlassian, Hubspot, Datadog & more
Aug 1700:13:05Tap to summarizeImagine spending just 4% of revenue on sales and marketing and pulling off 77% revenue growth. That’s exactly what AppLovin did this quarter - and they weren’t the only standout in Q2.In Episode 25 of the SaaS Report, we break down the latest Q2 earnings from some of the biggest names in SaaS - HubSpot, Atlassian, Appian, Datadog, Klaviyo, Semrush - plus a closer look at AppLovin’s staggering numbers. We’ll talk growth rates, margins, CAC paybacks, net revenue retention, and the market trends that are shaping the rest of 2025.Whether you’re a founder, investor, or SaaS operator, these are the metrics and insights you need to know to benchmark performance and spot where the market is headed.📊 Want the raw data? Grab the Q2 State of SaaS data sheet (the exact master spreadsheet I use to compile this report) here: https://www.send.co/a/-state-of-saas-data-sheet-IxBVvL6Y📍 Chapters 00:00 – AppLovin’s 77% growth on 4% S&M spend 01:48 – AppLovin sells mobile apps business 02:37 – Appian’s growth challenges & efficiency gains 04:23 – HubSpot adds 9,724 customers in Q2 06:20 – Atlassian’s ARR growth slowdown 08:21 – Klaviyo holds steady at 32% ARR growth 09:36 – Semrush’s CAC payback problem 11:03 – Datadog’s consistent 28% growth at $3B ARR 12:27 – How to access the Q2 State of SaaS spreadsheet#SaaS #Earnings #HubSpot #Atlassian #AppLovin #Datadog #Klaviyo #Appian #Semrush #SaaSmetrics #Investing #TechStocks
Transcribe →Q2 Results from ServiceNow and Pegasystems and Palantir Deep Dive
Aug 100:21:14Tap to summarizeIn this episode of the SaaS Report, we dive into Q2 results from ServiceNow and Pegasystems, then unpack the incredible story behind Palantir’s 100x ARR multiple. From IPO struggles to explosive valuation, we compare Palantir’s performance to its 2020 IPO cohort - including Snowflake, ZoomInfo, Asana, and BigCommerce - to see how they pulled off one of the most dramatic SaaS turnarounds in recent memory.This episode is packed with charts, cohort analysis, and growth efficiency breakdowns. We look at everything from CAC payback, FCF margins, Rule of 40, Rule of X, and ARR per employee.Subscribe for weekly SaaS breakdowns, benchmarks, and operator-grade insights.Interested in a company breakdown? Drop your requests in the comments.#SaaS #Palantir #ServiceNow #StartupValuations #SaaSBenchmarking #ARR #VentureCapital #SaaSReport
Transcribe →Salesforce vs Hubspot | A SaaS Metrics Breakdown
Jul 2300:13:57Tap to summarizeIn this episode of The SaaS Report, we dive deep into a side-by-side comparison of HubSpot (2014–2024) and Salesforce (2004–2014) during their first 11 years as public companies. From R&D and sales investment to ARR growth, CAC payback, and efficiency metrics - this breakdown reveals which company executed better, scaled faster, and delivered more with less.Spoiler: One of them added 47% more into product, and still came up short.Subscribe for more SaaS breakdowns, funding updates, and performance benchmarks.Get the full report with bonus charts → https://thesaasreport.beehiiv.com/subscribe
Transcribe →Figma is going public, Adobe Q2 Earnings and SaaS performance by category
Jul 1000:17:30Tap to summarizeIn this episode of The SaaS Report, we break down:Figma going public Adobe's Q2 earnings SaaS performance by categoryClick here for the full State of SaaS Report - https://thesaasreport.beehiiv.com/subscribeWhether you're an operator, investor, or just a SaaS nerd, this episode is packed with insights that help you track where software is headed.Subscribe for weekly breakdowns of public SaaS trends.Got a topic or company you want us to cover? Drop it in the comments.#SaaS #FigmaIPO #AdobeEarnings #StartupNews #SoftwareTrends #TheSaaSReport
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