Sammy Abdullah · 9 November 2026 · Industry Analysis

Q3 Earnings Season is Off to a Strong Start for SaaS

Sammy Abdullah, GP @ Blossom Street

Analysis of Q3 earnings across 18 SaaS companies shows strong performance driven by AI adoption as an ARPU expander and retention driver, with platforms winning over point solutions, SMB de-emphasized, and hybrid pricing models emerging as the norm.

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Topics: Enterprise Software · AI (Horizontal)

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