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SaaSletter

Substack
saasletter.com· irregular· Published 4 days ago

SaaSletter is a chart-heavy newsletter covering cloud and SaaS business metrics, with a focus on AI-driven software churn, spend displacement, and unit economics such as gross margin and net revenue retention. Readers get data-driven commentary on public and private SaaS company performance, often built around third-party reports and vendor spend datasets.

saas metricsai churnnet revenue retentiongross marginunit economicssoftware spendcloud ratingssaas benchmarksai gross marginvendor spend dataiconiq reportsaas newsletter
Platform
Substack
Frequency
Irregular
Latest issue
Oct 21, 2026
Language
English
Written for
SaaS operators, investors and analysts tracking software metrics
Tone
analytical
Tracked since
Oct 25, 2026

Website: https://www.saasletter.com