In 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.

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