Sammy AbdullahThe ROI on S&M spend in SaaS worsenedThe return on S&M spend in SaaS has gotten worse over time. We show this by comparing the return on S&M spend in 2023 versus the return on…2h ago2h ago
Sammy AbdullahQ2 SaaS Multiples Down MateriallySaaS multiples had weakened in Q2 relative to Q1. Of the 108 publicly traded SaaS companies we follow, the median multiple was 5.15x…1d ago1d ago
Sammy AbdullahRule of 40 in Q1 SaaS DataThe Rule of 40 is a very popular concept at the moment. We hear founders citing it with more frequency, doing whatever they can to generate…6d ago6d ago
Sammy AbdullahQ1 SaaS payback period was steadyPayback period is how long it takes a SaaS company to fully recoup the total burn spent to generate net new ARR. It’s fully loaded (total…Jun 25Jun 25
Sammy AbdullahSaaS companies stayed cash efficient in Q1Every quarter we look at the ‘cash efficiency’ of SaaS companies that have IPO’d since October 2017. The definition of cash efficiency is…Jun 24Jun 24
Sammy AbdullahSaaS margins continued to improve in Q1SaaS companies continue to burn less cash. Every quarter we look at the operating income and margin of every SaaS company that has IPO’d…Jun 20Jun 20
Sammy AbdullahQ1 SaaS growth shows stabilizationSaaS growth is stabilizing. Each quarter we look at the YOY revenue growth of every SaaS company that has IPO’d since October 2017. 62 of…Jun 18Jun 18
Sammy AbdullahQ1 SaaS retention data shows stabilizationHow is net dollar retention trending in SaaS? The data shows it has stabilized at ~112%. Below is the net dollar retention of every SaaS…Jun 17Jun 17
Sammy AbdullahQ1 SaaS metrics show stabilizing trendsWe 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…Jun 13Jun 13
Sammy AbdullahSaaS Spend as a Percent of Revenue in 2023Recently we did a blog showing expense categories in SaaS as a percent of revenue at the time of IPO. Those categories are COGS, R&D, S&M…Jun 12Jun 12