#forecasting

Atlassian reported fiscal Q4 results on August 6 after closing its fiscal year on June 30. Revenue reached $1.766B, up 28% year over year. Cloud revenue hit $1.213B, up 31%. Subscription ARR stood at $6.606B, up 23%. RPO rose 44% to $4.817B. GAAP operating income was $211M compared to a $28M loss the prior year.

Cloud revenue growth rose from 28% for the full fiscal year to 31% in Q4. Total revenue growth increased from 26% for the year to 28% in Q4. FY26 revenue reached $6.572B, up 26%.

Enterprises apply complex AI systems to tasks that do not need them, according to [MarTech](https://martech.org/how-to-stop-overpaying-for-ai-complexity/). The initial promises of what an AI system can do often do not account for long-term costs, the human oversight required, and the total cost of ownership.

Gamma crossed $100M ARR with 50 employees while operating profitably, according to SaaStr. The company reached 50 million users and 600,000 paying subscribers. For most of that period it had no sales team. This produced $2M in ARR per employee at an average paying customer value of about $167 a year.

Gamma rebuilt its product after an initial launch failed to generate word of mouth. The company took two years to reach public beta.

B2B marketing planning assumptions that guided the past decade are becoming less reliable as buyers become harder to observe, AI reshapes discovery and evaluation, traditional measurement signals weaken, buying networks expand, and volatility remains a permanent feature. Forrester described this shift at this year’s B2B Summit as the B2B go-to-market singularity, making the planning challenge bigger than budget allocation decisions.

CMOs will enter 2027 with a favorable investment outlook.

Databricks announced it crossed a $7 billion revenue run-rate in Q2, growing more than 80% year over year, and closed a $5 billion strategic round at a $190 billion valuation led by Coatue. The company also reported $100 million-plus revenue run-rate for Lakebase and $1.5 billion-plus revenue run-rate for Lakehouse, growing over 100% year over year, along with continued positive adjusted free cash flow.

Growth increased from 50% to 80% in four quarters, representing a 30-point acceleration...

Canva reduced its 2026 growth forecast from 30% to 20% after reporting roughly $3B in GAAP revenue the prior year. The company entered the year targeting 30% growth before Melanie Perkins disclosed the revised 20% figure mid-year. AI feature costs drove the change, as subsidizing frontier model calls for a prosumer base proved expensive.

Canva reached approximately $3.6B in value while growing at 20%. Adobe reported $23B in revenue at 12% growth and trades at three to four times revenue.

Zylo’s 2026 SaaS Management Index report found that the average organization runs 305 applications across the business, with many going unmanaged or underused. When these tools do not connect, leads go cold, reps pursue already-closed accounts, and reports fail to align, according to [HubSpot Sales Blog](https://blog.hubspot.com/sales/revops-software).

Revenue Operations software is a centralized platform that integrates data, processes, and tools across marketing, sales, and customer success...

Palo Alto Networks reached an $11.4 billion revenue run rate. Next-Gen Security ARR stood at $8.13 billion, up 60% according to SaaStr. Platformized customers reached approximately 2,280 with 120% net revenue retention. Total revenue for the quarter ended April 30 came to $3.0 billion, up 31%.

Palo Alto Networks completed a $25 billion acquisition of CyberArk in February 2026. The company also acquired Chronosphere for $3.35 billion in January 2026.

On its Q3 FY26 call on May 20, 2026, Intuit reported Global Business Solutions revenue of $3.3B, up 15%. The figure rose to 17% growth when Mailchimp was excluded. Online Ecosystem revenue reached $2.5B, up 19%, or 22% ex-Mailchimp. Management stated Mailchimp revenue declined year over year. The company announced a 17% workforce reduction affecting roughly 3,100 roles, citing rightsizing in Mailchimp. Restructuring charges of about $300M are expected mostly in the quarter ending July 31, 2026.

Procore reported Q2 FY26 revenue of $375M, up 16% from the prior year. The result exceeded the company's guide of $364M to $366M by 3%. Growth outpaced the 12.9% rate modeled by the street. The company operates construction software used on 3 million projects across 150+ countries and holds roughly $1.5B in ARR.

GAAP operating margin reached 1%, marking the first positive GAAP operating income in company history and an improvement of 1,080 basis points.

TrustRadius’s 2026 B2B Buying Disconnect Report found that 63% of buyers used AI during their purchase journey. The survey of nearly 2,500 technology buyers and vendors showed that 94% of those buyers fact-check AI responses at least some of the time.

AI tools or tools with AI features made up 59% of the purchases buyers made in the past year.

SaaStr states that shorter contracts are now the norm across B2B and AI. According to SaaStr, three-year contracts dropped from 28% of new logos in 2023 to 23% in 2026. Sub-one-year contracts jumped from 4% to 13% in the same period. The publication frames this shift as rational buyer behavior rather than a negotiating tactic.

AI replacement cycles compress every 18 months. A three-year contract signed today might lock buyers into a category that is obsolete by year two.

Public software companies including Dropbox, PagerDuty, Zoom and DocuSign now report growth rates at or below 5% in their most recent quarters, according to [SaaStr](https://www.saastr.com/the-sub-5-club-the-terminal-state-of-software/).

Dropbox posted 0.8% revenue growth last quarter. Stripping out a winding-down product, growth reached 2%. Total ARR increased 0.3%. Management guidance projects revenue decline between 0.4% and 0.9%.

SaaStr published takeaways from this week's 20VC episode on hiring expertise, token spend, and net new logo growth for B2B companies.

The Apple lawsuit against OpenAI involves stolen files rather than knowledge transfer. In California non-competes do not hold and knowledge travels with the individual. Anthropic founders built a company worth more than $50 billion after walking out with nothing but their brains.

Zoom recorded revenue of $1.239 billion in Q1 FY2027 ended April 30, 2026, representing 5.5% year-over-year growth and exceeding guidance. The company reached an approximate $5 billion annual run rate with full-year FY2027 guidance of $5.08 billion.

Zoom’s full-year FY2026 growth rate rose 130 basis points to 4.4% after previously declining to roughly 3%. Enterprise revenue reached $755.7 million, increasing 7.2% and comprising 61% of total revenue. Online revenue grew 2.8% to $483.3 million.

Rory O’Driscoll told attendees at SaaStr AI that software is not dead. He said it has become much harder to win after reviewing spending and revenue numbers compiled by his firm. In 2026 hyperscalers are projected to spend roughly $688B on AI capex while the same market is expected to generate about $110B in revenue, according to [SaaStr](https://www.saastr.com/is-software-dead-no-it-just-got-a-lot-harder-to-win-the-saastr-ai-deep-dive-with-rory-odriscoll/).

Omnichannel sales unifies customer data and coordinates outreach across all channels to create a continuous buyer experience. Most sales teams still operate in silos where email, phone, chat, and in-person conversations produce fragmented data and inconsistent follow-up. Recent data from Capital One Shopping shows the share of omnichannel shoppers has climbed to 91%.

Sales reps spend an average of only 30% of their time actually selling according to [HubSpot Sales Blog](https://blog.hubspot.com/sales/sales-operations-platform). The remainder goes to administrative tasks and chasing information. Fragmented systems undermine pipeline velocity and forecast accuracy.

A sales operations platform centralizes workflows for revenue teams. It unifies tasks under one interface for automation, process consistency, and analytics.

HubSpot Sales Blog published a guide titled "Sales acceleration platforms: Our top picks for 2026" that defines sales acceleration platforms as tools providing automation for prospecting, email drafting, timely prospect engagement, and pipeline analysis according to [HubSpot Sales Blog](https://blog.hubspot.com/sales/sales-acceleration-platform).

The platforms address deals that lose steam when leads wait too long for responses and follow-ups turn inconsistent.

According to two new surveys released by Gartner at the Gartner CSO & Sales Leader Conference, B2B buyers now use an average of seven information sources during purchases, with 45% employing GenAI primarily to gather vendor and product information. Buyers reported a strong preference for low-friction experiences, as 67% favor a sales-rep-free process and 70% prefer a completely digital, self-service buying experience.

The Gartner survey of B2B buyers found that 69% prefer to validate...

Revenue teams have added AI copilots, summaries, prompts, and workflow add-ons that accelerate pockets of the sales process. Gartner research found that 39% of chief sales officers say AI-focused sales initiatives have increased the percentage of sellers who meet or exceed quotas.

Shakeel Khan joined Forrester as principal analyst for revenue operations in October. The appointment follows seven years in sales roles selling car rentals, telecom voice and data solutions, and cybersecurity services.

Khan previously worked in sales operations and revenue operations at Neustar, Verisign, and several private equity-backed firms. He holds an M.S.

SaaStr states that most founders and VPs of Sales and CROs later wish they had specialized their sales teams earlier instead of using round-robin assignment across all leads. The publication advises splitting account executive teams by factors that drive efficiency for the specific business, such as geography, industry, company size, or deal size, and to begin specialization as early as possible.

SaaStr notes that splitting by company size works once a team has two or three sales reps hitting...