B2B reacceleration is here: Twilio, Atlassian, Datadog lead AI-driven growth surge

B2B reacceleration is here: Twilio, Atlassian, Datadog lead AI-driven growth surge

13h ago
SaaStr ARMARM Gtm_strategy New

The Gist

  • Twilio hit 20% growth, highest in 3 years, with AI driving 5x acceleration in 18 months
  • Atlassian stock popped 30% after reporting 32% growth, signaling SaaS rebound
  • Datadog cleared $1B quarter while Cloudflare cut 1,100 jobs to go 'AI-first'
  • Markets reward AI-native growth (Datadog +20%) over laggards (HubSpot -20%)

RevBots.ai View:

The ARM playbook is clear: companies embedding AI into core workflows are pulling away from SaaS Hoarders still bolting on features.

Full Story: SaaStr →