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Benchmarking Amplitude's S-1: How 7 Key Metrics Stack Up

Tom Tunguz

Congratulations to the entire Amplitude team on having built an impressive business and importantly the first publicly traded analytics company since Omniture debuted in 2006. Revenue, $M. Revenue Growth. -. Gross Margin. Sales Efficiency. -. Net Income Margin. Cash Flow from Operations Margin.

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Do SaaS Startups Still Require Less Capital than 10 Years Ago?

Tom Tunguz

In the analysis, I created a metric, the return on invested capital (ROIC). Startups going public from 2006-2009 showed a median ROIC of 0.42. The era after 2006 and through the 2008 financial crisis was a different time to raise capital. The median revenue at IPO has increased from $55m in 2006 to $200m in 2018-2019.

Startup 269
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Benchmarking Mulesoft S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

Founded in 2006, Mulesoft is an 850 person company based in San Francisco that builds data integration tools. This dollar retention metric compares favorably to other public traded software companies like Box and ServiceNow, whose dollar retention is in a similar ballpark. Mulesoft is an incredible company.

Metrics 100
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How to Scale a Platform and Ecosystem to $10B with Atlassian CRO Cameron Deatsch (Pod 611 + Video)

SaaStr

Atlassian customers started building many plugins for different use cases in 2006, so the company built a website for customers to share and exchange their plugins for free. Once you decide to establish a strategic partnership, be crystal clear on your goals for both sides and have clear metrics to track.

Scale 247
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Benchmarking Hubspot's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

HUBS 2006 8 113*. WIX 2006 7 81. I’ve plotted a subset of them in the chart above. Company Founded Years to IPO Rev in $M at IPO. RNG 1999 14 162. QLYS 1999 13 91. DATA 2003 10 232. FLTX 2004 10 128. CTCT 2007 9 31. estimated from the first six months of the S-1.

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Benchmarking Netsuite's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

In 2006, according to the company’s S-1, the business shifted from longer term contracts to one year contracts. As the company disclosed in their last annual report , Larry Ellison, the CEO of Oracle, owns 47.4% of Netsuite common stock, implying the company is strategically important to Oracle.

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Do Startups Require Less Capital to Succeed than 10 Years Ago?

Tom Tunguz

But afterwards, in both the 2006 and 2010 buckets, the median exceeded 1.15, indicating a remarkable increase in capital efficiency. The trend is more pronounced in the average metric which grew from 0.822 2.0 The blue line shows the median ROIC and the red line shows the average ROIC. Before 2002, the median ROIC never exceeded 0.9.

Startup 100