Listen "Q1 earnings from Box & Salesforce, CAC Payback and Growth from Q1, & Klarna Replacing AI with Humans"
Episode Synopsis
In this episode, we dive deep into Q1 earnings across some of the most talked-about SaaS names—UiPath, Salesforce, Box, and PagerDuty—and what the data is telling us about the broader SaaS market in 2025.Klarna’s AI U-turn: After touting an AI assistant that replaced 700 agents, Klarna is hiring humans again. We unpack what this means and whether this is a genuine shift or a PR move ahead of IPO.This is a preview of our Q1 State of SaaS report—coming soon.https://thesaasreport.beehiiv.com/subscribeSubscribe for weekly insights on SaaS earnings, startup funding, AI in go-to-market, and more.#SaaS #Salesforce #UiPath #Klarna #Startups #CACPayback #SaaSEarnings #AI #AgenticAI #Startups2025 #GoToMarket
More episodes of the podcast Sales Science
SaaS Growth Rates Continue to Decelerate & Can Asana’s New Management Team Right the Ship?
10/10/2025
Q2 Results from Snowflake, Okta, Crowdstrike & MongoDB | Benioff’s take on GenAI for Enterprise SaaS
11/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.