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AI-Native Companies Are Creating a New Performance Tier: 132% NDR, 100% Growth at Scale, and 56% R&D Investment That’s Leaving Everyone Else Behind

  • AI-native companies are outperforming traditional SaaS companies with 100% median ARR growth and 132% NDR driven by continuous AI learning from customer usage.
  • Customer success is crucial for growth, with expansion driving 58% of growth by $50M ARR, highlighting the importance of existing customers as a growth channel.
  • Companies in the $5-50M revenue range need operational discipline, as expansion revenue becomes increasingly vital for sustainable growth.
  • Nearly half of B2B companies use AI to replace human labor, underlining the importance of operational efficiency and measurable business impact in AI adoption.
  • Referrals are an undervalued marketing channel, generating 14% of revenue from just 7% of marketing spend, emphasizing the shift towards trust-based buying in B2B.
  • Sales teams are shifting focus from new logo acquisition to customer expansion, reallocating resources from prospecting to customer success and account management.

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