Each quarter we look at the YOY revenue growth of every SaaS company that has IPO’d since October 2017. The data is below and shows Q2 growth held steady at 21% YOY, in line with last quarter’s 22%.
Historical growth was better. In 2022, YOY growth was in the 30’s. In the past 12 months we’ve leveled out to an average of ~19%. But we should note the past 2 quarters coming in at ~21% is a big jump from the same 2 quarters in 2025 which were ~15%. Given these companies are releasing or have released AI product, we expect acceleration to continue.
There is bifurcation happening. 51% of the companies in the dataset had faster growth in Q2 2026 than they did in Q2 2025. The number of companies with accelerating growth took a big jump in Q1, that trend is improving versus the 2023 period when only ~13% of companies had faster YOYG, and we’re excited to see that trend sustain.
Thank you for your readership. See more blogs and SaaS data at blossomstreetventures.com. Other resources we’ve built for founders include: SoftwareMultiples.com; softwareMRRcalculator.com; FounderInvited.com, and TwoFoundersTalk.com. Founders are always welcome to reach out to sammy@blossomstreetventures.com as well.
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