Sammy AbdullahQ4 SaaS Cash Efficiency was GreatEvery quarter we look at the ‘cash efficiency’ of every SaaS company that has IPO’d since October 2017. The definition of cash efficiency…2 min read·2 days ago----
Sammy AbdullahQ4 SaaS margins improveSaaS companies are burning less cash. Every quarter we look at the operating income and margin of every SaaS company that has IPO’d since…2 min read·4 days ago----
Sammy AbdullahYOY SaaS Growth is StabilizingSaaS growth is stabilizing. Each quarter we look at the YOY revenue growth of every SaaS company that has IPO’d since October 2017. There…2 min read·Apr 11, 2024----
Sammy AbdullahNet Dollar Retention Trends Q4 2023How is net dollar retention trending in SaaS? It has stabilized. Below is the net dollar retention of every SaaS company that has IPO’d…2 min read·Apr 10, 2024----
Sammy AbdullahQ4 SaaS metrics (NDR, growth, efficiency) of 62 public SaaS companiesWe keep close track of every SaaS IPO in the past five years (since MongoDB in October 2017). Those 62 companies have all now issued their…3 min read·Apr 9, 2024----
Sammy AbdullahSaaS M&A multiple is ~8.9xAlongside multiples of publicly traded SaaS companies, public SaaS acquisitions are some of the most relevant you can look at for deriving…3 min read·Apr 8, 2024----
Sammy AbdullahQ1 2024 Tech MultiplesBelow are revenue multiples for publicly traded consumer tech companies (B2C). Industries and therefore multiples vary widely.3 min read·Apr 4, 2024--1--1
Sammy AbdullahGrowth gets a much higher multiple than profitabilityWe wrote this article last quarter, and have updated it for the latest Q1 2024 SaaS multiples.2 min read·Apr 3, 2024----
Sammy AbdullahSaaS Multiples down in Q1SaaS multiples had weakened in Q1 relative to Q4. Of the 109 publicly traded SaaS companies we follow, the median multiple was 5.72x…3 min read·Apr 2, 2024----
Sammy AbdullahSaaS ACV’s are lower than you thinkAverage Contract Value is (“ACV”) is a vanity metric that is a byproduct of your business model, not a driver of it. Driving ACV shouldn’t…2 min read·Mar 28, 2024----