Physical Product B2B Giants Outpace SaaS: Shopify, Toast, Samsara Soar

Physical Product B2B Giants Outpace SaaS: Shopify, Toast, Samsara Soar

4h ago
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The Gist

  • Shopify revenue hits $3.58B, up 34%, with GMV growth above 30% for fifth straight quarter
  • Toast adds record 9,500 net new locations, raises recurring gross profit guidance to 23-25%
  • Samsara ARR grows 30%, with $1M+ customers accelerating for fourth consecutive quarter

RevBots.ai View:

Physical product-focused B2B companies are outpacing SaaS by 2-3x, proving AI isn't eating their lunch.

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