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#forecasting

14 stories tagged #forecasting.

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SaaS

Procore Reports $375M Revenue, First GAAP Profit, and $845M DroneDeploy Acquisition

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.

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Demand Gen

TrustRadius 2026 Report: 63% of Buyers Use AI but 94% Fact-Check Results

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.

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SaaS

SaaStr: Stop Pushing Multi-Year Contracts in Age of AI

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 A three-year contract signed today might lock buyers into a category that is obsolete by year two.

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SaaS

Sub-5% Growth Hits Dropbox, PagerDuty, Zoom and DocuSign

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%.

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SaaS

SaaStr Highlights Net New Logo Growth and AI Token Governance

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.

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SaaS

Zoom Reports $1.239B Q1 Revenue, 5.5% Growth at ~$5B ARR

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.

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SaaS

Rory O’Driscoll: Software Not Dead but Far Harder to Win

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/).

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Sales Ops

Omnichannel Sales Unifies Data Across Channels for Continuous Buyer Experience

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%.

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Sales Ops

HubSpot outlines sales operations platforms vs CRMs for revenue teams

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.

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Sales Ops

HubSpot Sales Blog Details Sales Acceleration Platform Functions

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.

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RevOps

Gartner: 69% of B2B Buyers Validate GenAI Insights With Sales Reps

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...

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RevOps

AI Sales Tools Fail to Lift Quotas Without Decision Redesign

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.

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RevOps

Shakeel Khan Joins Forrester as Principal Analyst for Revenue Operations

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.

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Sales Ops

SaaStr Recommends Specializing Sales Teams by Size or Vertical After Early Scale

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...

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