SaaS Flash Report

Daily SaaS News Roundup - Updated: 2025-12-18

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Today's SaaS News Highlights

SAAS NEWS FLASH - December 18, 2025

MoEngage Secures Additional $180M in Extended Round, Totaling $280M at ~$850M Valuation

•Story 1: Enterprise SaaS platform MoEngage raised an extra $180 million led by ChrysCapital and Dragon Fund, with participation from Schroders Capital, boosting its total round to $280 million and post-money valuation to around $850 million.[2][5] (Source: https://economictimes.com/tech/funding/saas-startup-moengage-closes-extended-280-million-round-chryscapital-dragon-fund-schroders-join/articleshow/126031380.cms)
•Story 2: AI security and governance platform Lumia raised $18 million in a Seed round led by Team8 with New Era participation, to expand engineering, AI integrations, and go-to-market in data-sensitive sectors.[4] (Source: https://www.thesaasnews.com/news/lumia-raises-18-million-seed-round)
•Story 3: Embedded banking provider Thread raised $30.5 million ($27.6M initial plus $2.9M extension) from fintech investors, supporting over $2B in deposits and 75% annualized growth in embedded deposits.[6] (Source: https://financialit.net/news/fundraising-news/thread-raises-305-million-continue-building-future-embedded-banking)

Flash Insight: These mega-rounds and seed raises signal robust investor confidence in AI-driven SaaS for security, customer engagement, and fintech embedding, even amid market caution, pointing to accelerated M&A and global expansion as firms eye IPO readiness.[2][4]

📊 SaaS METRICS SNAPSHOT - December 18, 2025

Direct answer: The SaaS market in late 2025 shows slower but still-positive growth with median ARR growth near mid-20% levels, NRR/NRR pressure for SMB-focused vendors, rising CAC and a shift toward higher efficiency (ARR/FTE) driven by AI; funding sizes remain meaningful but later-stage valuations are disciplined versus 2021–22 highs, while pricing models continue shifting from strictly per-seat toward *more* usage- and value-based approaches[1][7][10].

Market Performance
•Latest SaaS stock performance and valuation multiples: Public SaaS multiples remain below peak 2021 levels as investors favor profitability and productivity metrics; GP Bullhound’s 2025 European SaaS report notes continued improvement in ARR per FTE and selective valuation strength for enterprise AI/agentic winners, implying higher multiples for those names and compressed multiples for lower-growth SMB plays[7].
•Recent funding round sizes and trends: Funding continues to be available for AI-native and enterprise automation SaaS with late-stage rounds remaining in the tens-to-hundreds of millions but with more diligence and lower headline multiples than earlier cycles; Menlo Ventures reports enterprise AI investment surging and capturing an outsized share of SaaS dollars in 2025[10].
•ARR growth rates trending in the market: Median ARR growth for B2B SaaS has softened to roughly the mid-20% range (Benchmarkit reports a median growth rate ~26% for 2025), while the top-growth quartile has fallen from ~60% in 2023 to ~50% in 2024, indicating deceleration at the high end as well[1].

Key Industry Numbers
•Average SaaS pricing model trends (per seat vs usage-based): Companies are increasingly blending models—per-seat remains common for horizontal collaboration/ productivity apps, but usage- and value-based pricing is growing rapidly in AI, data and API-first products where consumption varies; industry commentary and practitioner guides in 2025 highlight this pivot toward usage/value pricing as a major trend[4][3].
•Customer acquisition cost (CAC) benchmarks by segment: Benchmarks show rising new-customer CAC ratios (Benchmarkit: new CAC Ratio up ~14% in 2024 vs prior periods) while blended CAC has moderated in some cohorts due to higher expansion ARR; expected CAC-by-ACV patterns continue (higher ACV → higher absolute CAC but faster payback in enterprise deals)[1].
•Churn rate industry averages: Reported B2B churn averages are clustered around low single digits annually; aggregated industry sources note average annual churn figures near ~3–4% for 2025 for many B2B SaaS cohorts, with variation by segment (SMB higher, enterprise lower)[5][1].

Today's Notable Metrics (specific to 18 Dec 2025)
•Any specific company metrics announced today: I did not find a single-company press release or earnings release from 18 Dec 2025 in the provided results; GP Bullhound released its European SaaS report on Dec 16, 2025, with updated benchmarks cited above[7].
•New SaaS unicorn valuations or milestones: Market-level evidence shows continued creation of AI/agentic SaaS unicorns in 2025, with Menlo Ventures reporting enterprise AI grew from $1.7B to $37B since 2023 and capturing ~6% of the global SaaS market—this implies many large rounds and new unicorns in AI-heavy SaaS[10].
•Industry benchmark updates or research findings: Benchmarkit’s 2025 SaaS benchmarks report updated several key metrics: median growth ~26%, Net Revenue Retention near ~101% overall (retention becoming more challenging), new

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