Day91 gives B2B SaaS revenue leaders a weekly, primary-source brief on pricing, retention, expansion, AI monetisation, and market moves—written for what you should do next.
Sep 24, 2026
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3 min read
The biggest fintech story of the quarter doesn't appear in any filing. In the filings themselves, companies are pricing more cleverly: take rates, membership tiers and accounting choices are doing work that volume growth used to do.
Sep 21, 2026
Headcount is flat, and HR tech revenue is growing anyway. The companies doing best are the ones whose pricing doesn't depend on how many employees their customers have.
11 min read
A quiet week for earnings and a loud one for filings. Oracle's 10-Q says what the backlog headline did not, one old number finally closes, and the week's biggest move in software had no document behind it at all. Sourcing: 4 read · 3 unpulled · 1 no document — 50% of this issue is not fully verified, and it says which parts.
Sep 16, 2026
12 min read
Six companies reported, one repriced, and last week's issue got two things wrong. Almost every headline this week needed a second number beside it to mean anything. Sourcing: 7 read · 2 unpulled · 1 no document — 30% of this issue is not fully verified, and it says which parts.
Sep 7, 2026
10 min read
Nine companies reported in eight days. At almost every one, the headline metric and the metric underneath it disagreed — and the gap was disclosed. Sourcing: 8 read · 1 unpulled · 1 no document — 20% of this issue is not fully verified, and it says which parts.
Sep 1, 2026
B2B SaaS edition · 2026-08-31 Five companies closed the same quarter on 31 July. The twelve-month number agreed with all of them. The part past twelve months did not.