Sammy AbdullahConsumer Tech Multiples in Q3 2024Below are revenue multiples for publicly traded consumer tech companies (B2C). Industries and therefore multiples vary widely.5h ago5h ago
Sammy AbdullahProfitability isn’t required for SaaS M&AIs profitability a requirement for M&A? The data says no. We monitor every acquisition of publicly traded companies. These acquisitions are…4d ago4d ago
Sammy AbdullahGrowth VS Profitability’s Valuation ImpactFor SaaS companies, profitability is in vogue, but we would caution about sacrificing too much growth to achieve it. A SaaS company will…5d ago5d ago
Sammy AbdullahQ3 SaaS Multiples Show StabilitySaaS multiples had weakened in Q3 continue to show stability at lower levels. Of the 101 publicly traded SaaS companies we follow, the…Oct 71Oct 71
Sammy AbdullahLessons learned from a portfolio deathTake The Interview was a portfolio company of ours that ultimately failed. Below I share our learnings.Oct 2Oct 2
Sammy AbdullahSaaS team building advice with Bob MarshEarlier this year we had the opportunity to speak with Bob Marsh about B2B SaaS sales. He’s spent his career in SaaS sales and is currently…Oct 1Oct 1
Sammy AbdullahScaling cash efficiently in SaaSRight now there is an extreme focus on profitability in SaaS, but perhaps we’re overdoing it. The real focus should be on cash efficient…Sep 26Sep 26
Sammy AbdullahMeasuring and growing SaaS cohortsBefore we get into the meat of this post, first, a quick refresher: a cohort is a group of customers acquired at a particular time; for…Sep 25Sep 25
Sammy AbdullahQ2 SaaS Payback Period at 64 Public Co’sPayback 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…Sep 24Sep 24
Sammy AbdullahQ2 2024 YOY SaaS growth of 64 co’sSaaS growth has stabilized. Each quarter we look at the YOY revenue growth of every SaaS company that has IPO’d since October 2017. 64 of…Sep 23Sep 23
