#arr

Bending Spoons is acquiring Airtable in an all-cash deal at a $1.285B enterprise value. With Airtable’s net cash, that equates to roughly $2.25B of equity value. The transaction is expected to close by year end, subject to regulatory approval.

Bending Spoons cited approximately $480M ARR as of June 2026 after a pre-signing reorganization that transferred assets and liabilities relating to the Hyperagent business line into a separate entity. The deal values the company at 2.7x ARR.

ServiceTitan crossed a $1B revenue run rate in fiscal Q1 2027 by delivering $268.8M in quarterly revenue, up 25% year over year, according to [SaaStr](https://www.saastr.com/5-interesting-learnings-from-servicetitan-at-1b-in-arr/). The company sells an end-to-end operating system to HVAC, plumbing, electrical, roofing, and garage door contractors.

Revenue reached $268.8M, up 25% from the prior year, placing the company on a roughly $1.08B annualized run rate.

SaaStr states that B2B companies should white-label products when the process is easy because concerns over lost brand benefits are overstated.

All recurring revenue counts as ARR whether the product is white-labeled or not, according to [SaaStr](https://www.saastr.com/if-i-white-label-my-saas-will-it-hurt-me-on-branding-my-own-company/). The source notes that companies often worry brand benefits will go only to the partner, yet the revenue still registers as ARR.

SaaStr published guidance stating that B2B SaaS companies require at least $1 on the balance sheet for every $2 in ARR to invest in team and product initiatives. At $20m ARR this equates to $10m in cash reserves. The article notes that companies below this threshold tend to hesitate on expansion decisions.

According to SaaStr, once a company passes initial scale at $3m-$4m ARR, cash levels below 50% of ARR create operational stress and lead to underinvestment.