Tanay Jaipuria(@tanayj):Software companies that reaccelerated revenue growth in Q1 2026 relative to the prior quarter: Shopify: +34% y/y, was +31% Atlassian: +32% y/y, was +23% Datadog: +32% y/y, was +29% Twilio: +20% y/y, was +14% Freshworks: +16% y/y, was +14% HubSpot and ServiceNow also reaccelerated on reported growth, but much of that was FX-driven.

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications and infra. opinions, analysis, and banter on technology and business

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Tanay Jaipuria@tanayj

2026.05.13 18:52

Software companies that reaccelerated revenue growth in Q1 2026 relative to the prior quarter: Shopify: +34% y/y, was +31% Atlassian: +32% y/y, was +23% Datadog: +32% y/y, was +29% Twilio: +20% y/y, was +14% Freshworks: +16% y/y, was +14% HubSpot and ServiceNow also reaccelerated on reported growth, but much of that was FX-driven.

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