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

Tom Tunguz

PagerDuty was founded in 2009 by 3 former Amazon engineers who were often on-call. Let’s first look at one of the key SaaS metrics: the dollar attention. Comparing the metrics to other world-class companies, we can see that PagerDuty’s metrics are clearly the top decile, and represent another fantastic software IPO.

Metrics 192
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Benchmarking Slack's S-1: How 7 Key Metrics Stack Up

Tom Tunguz

Founded as a gaming company called Tiny Speck in 2009, the company’s initial product, Glitch, didn’t catch on as expected. Also, we’ll compare metrics to a peer group with similar ACVs. Slack has transformed the way we work. The company filed to trade under the ticker SK.

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SaaStr Podcast 470 (and Video): How Product & Marketing Should Work Together with PagerDuty

SaaStr

They bring together their respective strengths to drive remarkable product-led growth for PagerDuty, the incident response SaaS that’s been invaluable to tech teams since 2009. Marketing and product teams often measure results through aggregate metrics, such as conversion, but they make the mistake of doing this without drilling down further.

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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. In 2014, I published a post called Do Startup Require Less Capital to Succeed than 10 Years Ago ? It’s been five years and time to see how things have changed. of revenue at IPO.

Startup 267
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Clouded Judgement 9.30.22

Clouded Judgement

In older MS CIO surveys, budget expectations went negative only in 2009 and 2020. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). The overall takeaway seemed to be as uncertainty persists, companies plan to spend less. The purple dot at 2.8%

Cloud 130
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Winning the Recession: The 5 Metrics that Every CFO Must Keep In Mind

Chargebee

On the sunny morning of June 8th, 2020, the National Bureau of Economic Research notified that the longest expansion in the US economy which began in 2009, has come to an end. They also officially confirmed that from February 2020, the US has been sliding into a recession. To be considered a recession by the […]

Metrics 52
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Benchmarking WorkDay's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

In 2009 and 2010, the company recognized more revenue from services than subscription. Unlike these other companies, WorkDay has employed a huge professional services team in addition in investing massively in their R&D to create a broad suite of products. In dollars, WorkDay $30M on research & development on revenues of $25.2M