Sammy AbdullahSaaS Learnings from Rubrik’s IPOLast week there was a SaaS IPO, a cybersecurity company called Rubrik. We read through their S1 to see what we could learn about SaaS…3 min read·1 day ago----
Sammy AbdullahCloud suggests improving market for SaaSWe closely monitor Amazon, Microsoft, and Google’s cloud revenues to get a feel for where the market for software is going. Those companies…2 min read·3 days ago----
Sammy AbdullahStrategic Acquirers don’t pay moreDo strategic acquirers pay more than private equity in SaaS? The data says ‘not really’. The data we track is all acquisitions of publicly…2 min read·5 days ago----
Sammy AbdullahSaaS IPO’s take 11 yearsHow many years will it take you to exit? We looked at every SaaS IPO since MongoDB in October 2017. The data is below along with a few…1 min read·Apr 26, 2024----
Sammy AbdullahSaaS M&A multiples now at 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 25, 2024----
Sammy AbdullahRule of 40 — I don’t see youThe Rule of 40 is a very popular term and concept at the moment. We hear founders focusing on it, doing whatever they can to generate…3 min read·Apr 24, 2024--1--1
Sammy AbdullahSaaS Quarterly Payback PeriodPayback 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…2 min read·Apr 22, 2024--1--1
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·Apr 17, 2024----
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·Apr 15, 2024----
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----