Q3 2024 Payback Period Data in SaaSPayback period is how long it takes a SaaS company to fully recoup the total net loss spent to generate net new ARR. It’s fully loaded…8h ago8h ago
Q4 SaaS Multiples Improve MateriallySaaS multiples in Q4 made a strong move up from Q3. Of the 90 publicly traded SaaS companies we follow, the median multiple was 6.53x…3d ago3d ago
Learnings from ServiceTitan’s IPOServiceTitan just IPO’d. It’s very important as it’s another software company that has IPO’d at a nice revenue multiple whose stock so far…4d ago4d ago
Q4 SaaS Multiples move higherSaaS multiples in Q4 made a strong move up from Q3. Of the 90 publicly traded SaaS companies we follow, the median multiple was 6.53x…5d ago5d ago
Growth Multiples vs Profitability Multiples in Q4 2024For SaaS companies, profitability has received a renewed focus, but we would caution against sacrificing too much growth to achieve it. A…5d ago15d ago1
SaaS Acquisition Multiples are 8.7xAlongside multiples of publicly traded SaaS companies, public SaaS acquisitions are some of the most relevant you can look at for deriving…Jan 6Jan 6
Is anyone achieving Rule of 40?The Rule of 40 is a very popular concept and we see founders doing whatever they can to generate growth and profitability at the same time…Dec 23, 20241Dec 23, 20241
SaaS Sales Sentiments from ~70 publicsWe closely monitor public SaaS companies and read through ~70 Q3 earnings call transcripts to get a feel for their view of the state of the…Dec 19, 20241Dec 19, 20241
Q3 2024 SaaS Cash Efficiency MetricsEvery quarter we look at the ‘cash efficiency’ of SaaS companies that have IPO’d since October 2017. The definition of cash efficiency is…Dec 18, 2024Dec 18, 2024
Q3 2024 SaaS Operating MarginsSaaS companies continue to burn less cash. Every quarter we look at the operating income and margin of every SaaS company that has IPO’d…Dec 17, 2024Dec 17, 2024
