Tom Tunguz

APRIL 1, 2019

In 2014, I published a post called Do Startup Require Less Capital to Succeed than 10 Years Ago ? In 2014 we saw increasing efficiencies over time, which was very exciting because it reaffirmed the efficiency of SaaS go-to-market. None of these trends is a negative implication necessarily. The chart above updates that analysis.

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Startup Software Review SaaS Acquisition 279

Sales Hacker

NOVEMBER 9, 2020

That’s why, every year, since 2014, we at Bowery Capital have published a Startup Sales Stack Report as a guiding framework for founders and sales leaders evaluating their sales stack. Today, we’re seeing a continuous trend of vendor consolidation across multiple software categories. Vendor Consolidation. The X Factor.

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Technical Review Scale Trends Startup 117

SaaStr

MAY 19, 2021

Pretty incredible for a product that just launched in 2014. This should trend up a bit over the coming years, given how larger customers are fueling outsized growth. #3. And that’s with direct and indirect competition from Asana, Atlassian, Clickup, Wrike, Smartsheet, Notion and so many others. 5 Interesting Learnings: #1.

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Scale SMB Government Enterprise 360

Tom Tunguz

OCTOBER 13, 2014

Given this state of affairs, it’s a good time to take stock of the major trends in the startup market. In 2014, acquirers will reveal the price of their acquisition 30% of the time. The chart above shows the aggregate value of venture-backed startup M&A activity from 2000 through 2014[1] in orange, using NVCA data.

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Acquisition Trends Startup Marketing 116

Tom Tunguz

MARCH 4, 2015

To calculate the data, I filtered all the startups who had been acquired for undisclosed amounts and raised less than $6.5M (the sum of the average seed round in 2014 and the median series A ). Year 2010 2011 2012 2013 2014. 2014 saw a modest drop to 61. In 2014, that figure is in the $1-2M range.

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Startup Trends Marketing Technical Review 113

Tom Tunguz

MAY 1, 2014

The chart above shows the trends in four graphs. The graphs are broken out by last Series of investment (A, B, C and D) and show the equity compensation trends of CEOs, VP of Engineering and VP of Product. In 2014, the median founding CEO equity stake after raising a Series A is 21% up from 15% in 2009.

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Trends Fractional VPE Startup Part-Time VPE 100

SaaStr

MARCH 11, 2022

Put differently, if you look at multiples of revenue for top SaaS and Cloud companies above from 2014-2022, you could come to one of (at least) two conclusions today: Conclusion #1: Q2’20-Q4’22 Cloud Revenue Multiples Were a Covid Anomaly. US ecommerce penetration is back to its pre-covid trend line.

Scale 257

Scale SaaS Cloud Pricing 257

Tom Tunguz

AUGUST 10, 2014

The chart above compares the competition in the Play store in early 2013 and in mid-2014. In mid-2014, apps’ rank volatility is far more uniformly distributed, meaning mobile apps are moving up and down all the time, implying strong competition and a vibrant market. Second, the iOS store has also become more competitive.

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Mobile Trends Startup Acquisition 100

Andreessen Horowitz

OCTOBER 15, 2023

Many companies today are grappling with a few things: an economic downturn, potential layoffs and restructuring, and trying to keep up with the latest tech trends… all while still maintaining a growth trajectory. Show Notes 00:00 – Introduction 03:11 – What is an ‘Exponential Organization’?

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Technical Review AI Trends Technology 86

Tom Tunguz

APRIL 2, 2014

The chart above shows the amount of capital raised in millions of 2014 dollars by each publicly traded SaaS company before going public. These figures are inflation adjusted and are in 2014 dollars. From this table, we can identify five key trends: The number of SaaS IPOs has more than doubled in the past 12 years. 1998 42 2.5

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Finance Trends SaaS Cloud 100

Tom Tunguz

JUNE 11, 2017

When I analyzed the SaaS fundraising market in 2016 , three trends emerged. A year later, those trends have continued to converge, and SaaS valuations have resurged, reaching their highs of the 2014-2015 boom. The number of SaaS companies raising rounds had stalled, while the total number of dollars plateaued.

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Venture Capital SaaS Trends Startup 201

Tom Tunguz

AUGUST 17, 2014

Looking through Shai’s terrific data, I observed three trends. Six-months through 2014, another $3B has been invested. Third, institutional seed funds’ share of total dollars raised has increased to about 20% of the total market through Q2 2014, which is an astounding figure. Just a few years ago, it was 5%.

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Trends Marketing Acquisition Investment 100

Tom Tunguz

JANUARY 19, 2014

I’ve analyzed the 2013 data and there are three important trends I observed. If the trend continues, in 2014 the average material startup acquisition will reach $178M and the average startup IPO will raise $146M. All in all, the startup exit market is quite healthy. Let me explain the phrase material startup acquisition.

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Trends Startup Venture Capital Marketing 100

OPEXEngine

OCTOBER 25, 2019

Meanwhile, the global public cloud software as a service (SaaS) market is hitting an annual run rate of $100B in 2019 and forecast to grow to US $157 billion in 2020, more than doubling the market size from 2014. Cost of revenue is trending down for SaaS companies, leading to higher gross margins. and Adobe is in third place with 6.7%

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Trends Marketing SaaS Azure 40

Tom Tunguz

JULY 15, 2017

I was curious about the drivers of these trends, so I ran my own analysis. If we plot San Francisco startup fundraising activity through the first six months of the year, rounds A through D, beginning in 2010, we see the surge during the 2014-2015 heyday and then a reversion to an elevated mean in 2016 and 2017.

Investment 203

Investment Startup Venture Capital Trends 203

SaaStr

FEBRUARY 2, 2020

I didn’t even think there were this many SaaS CEOs when we started doing meet-ups in 2014 and the first Annual in 2015! SaaStr Annual certainly trends to the top of the org chart. Every Functional Area is Actually Pretty Well Represented. CEOs represent 35% of the attendees, which is actually kind of stunning.

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Cloud Trends Engineering SaaS 228

Stax

NOVEMBER 6, 2023

Request Quote Upgrade Your Legacy Equipment for Mobile Payments The world’s foremost mobile phone manufacturers, Apple and Samsung started to foster the use of mobile payments as early as 2014 and 2015, respectively. With well-received trends such as pop-up stores and food trucks, businesses have found a lucrative model in mobile operations.

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Payment Methods Payment Services Mobile Payments Merchant Services 88

SaaStr

JUNE 30, 2023

Build For Something That Will Be True in 5 or 10 Years Determine what changes current trends and developments are going to drive in humans. Braze didn’t find a true product-market fit until around 2014-2015. If you’re chasing around shiny things that pop up every six months, you’ll run out of energy and financing.

Scale 188

Scale Mobile Venture Capital Scaling 188

Neil Patel

JANUARY 27, 2021

Content Marketing: 2021 Current Trends. Content marketing is as much about watching the trends as it is about creating and sharing content. Content marketing is as much about watching the trends as it is about creating and sharing content. In 2014, social media was becoming the place to post your content. Trends come.

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Content Marketing Marketing Social Media Artificial Intelligence 143

Tom Tunguz

AUGUST 26, 2019

This has more to do with the trend that current IPOs tend to be around $200M and New Relic went public in 2014, when the median revenue at IPO was closer to $100M. Cisco acquired AppDynamics for $3.7B in 2017, the day before their IPO. At the time of IPO, both DDOG and APPD filed at about $200M in revenue.

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Metrics Benchmarks Scale User Experience 189

Neil Patel

JULY 8, 2021

However, to give a brief overview, BrickSeek started out in 2014 as a web application enabling LEGO collectors to track down popular sets online and in-store. By checking the inventory of the retailers the platform supports, you can pick trends in products that move fast. Monitor Market Trends. FAQs About BrickSeek.

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Sales B2C Trends Pricing 144

Tom Tunguz

MAY 8, 2016

in less than two years, after a nearly four-year trend of negative growth in net margin. The initial spike in 2014 occurs two quarters after the first SaaS correction and the second occurs in late 2015. Examining the trend by quartile, we see that the 75th percentile companies operate at breakeven.

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SaaS Strategy Trends Revenue 100

Tom Tunguz

MARCH 26, 2014

As I listened to the pitches, I wondered if the types of startups founders decide to build at YC has changed over time and whether those trends are lagging or leading indicators of the market as a whole. These are the trends I observed in the data: Mild shift toward enterprise: In 2012, 48% of YC startups were enterprise.

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Scale Marketing Trends Education 100

Tom Tunguz

JUNE 23, 2018

In the meantime, the number of series As has only declined 20% from its high, remaining relatively stable from 2014 through 2018. This is resulting in several different and important trends. The increase in seed round sizes explains about 80% of the lengthening time between seed and Series A (R^2 is 0.78).

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Artificial Intelligence Machine Learning Startup Investment 189

Tom Tunguz

OCTOBER 7, 2014

Above, I’ve plotted the mean and median investment amounts for Series As, Bs, and Cs from 2006 to through September of 2014 in the US, as reported by Crunchbase data. The data reveals three trends. In fact, the median Series A in 2006 equals the median in 2014: $5M. Second, Series C sizes have ballooned.

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Venture Capital Startup Marketing Trends 100

Tom Tunguz

JUNE 20, 2016

In 2014, that figure fell to 1186 and in 2015, we count 481. However, Pitchbook analysis corroborates this trend. But if we assume the 2014 cohort is accurate, then the data suggests an 18% drop in software company formation. If it is a long term trend, it means less competition for new founders.

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Venture Capital SaaS Artificial Intelligence Machine Learning 100

Tom Tunguz

OCTOBER 21, 2017

Over that 20 year period, annual SaaS investment has increased 20x, peaking in 2014 at $7B. I’ve observed all these trends in the last few years. Since then, many major categories of software have been saasified. Venture capitalists have financed many of those businesses. Today, that figure is 5000.

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SaaS Venture Capital Finance Artificial Intelligence 189

Tom Tunguz

JULY 22, 2014

Through the first six months of 2014, VCs have raised about as much as all of 2013. If this pace of fund raising continues, 2014 would mark the biggest year for VCs since 2001, when the industry raised about $38B. I’ve used this data to draw the long term investment trends across the US venture capital industry.

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Venture Capital Startup Banking Trends 100

ReSci

JANUARY 22, 2015

Even before the last post-holiday sale offers hit inboxes in 2014, the eCommerce blogosphere was flooded with predictions for 2015. The post Better, Faster, Stronger: 2015’s New-Old Retention Marketing Trends appeared first on ReSci.

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Trends Retention Social Media Marketing 40

Tom Tunguz

DECEMBER 31, 2017

I was curious if this was a broader trend, and it may be. In 2014, Jill Lepore wrote a polemic arguing Clayton Christensen’s disruption theory wasn’t supported by the examples in his book. I found other cases. A team of academics failed to reproduce Kahneman’s work on social priming theory.

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Artificial Intelligence Machine Learning Trends Startup 183

Tom Tunguz

FEBRUARY 28, 2017

The median forward revenue multiple for SaaS business reached its peak in February 2014, fell to its nadir two years later, and has since recovered, hovering at around five times forward revenue – where it has remained with little variance over the last six months. In 2014, forward revenue multiples ranged from 1× to more than 20x.

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SaaS Acquisition Trends Retention 100

Tom Tunguz

MAY 27, 2015

Of the 43 SaaS companies to have gone public in the time period between 2006 and 2014, 60% are trading above their IPO pop price – the price at the end of their first day of trading. The chart above shows the trends for each of the companies in this data set. This is a very natural trend.

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How To Buy Saas

FEBRUARY 29, 2024

If you think about catching up with one of the biggest tech trends in recent years, this list will provide you with IT service providers working in different industries, with different tech stacks, and from different countries. Businesses of any size and industry can find reliable SaaS development partners.

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DevOps as a Service Development Technical Review Blockchain 40

Tom Tunguz

NOVEMBER 8, 2015

But compared to 2014, 2015 was a meager year for startups looking to go public or be acquired. In 2014, $11B of disclosed M&A occurred. However, in 2015 the median acquisition was worth $410M, compared to $193M in 2014, indicating that buyers are not buying as frequently, but when they are, they spend more.

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Startup Software Data Acquisition 100

Tom Tunguz

MARCH 31, 2015

In 2014, there were 251 working days and 211 $40M+ growth rounds - just about one per day. In contrast to the frenetic private market, there were 15 US IT venture-backed IPOs with offerings greater than $40M last year, slightly more one IPO per month in 2014. 231 companies raised $40M+ growth rounds in 2014.

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Finance Startup Pricing Acquisition 100

Tom Tunguz

APRIL 3, 2014

Given that trend, I wondered if there is there any truth to the idea that startups today require less capital than before to succeed. To answer that question, I’ve taken the same basket of public SaaS companies and computed a revenue-on-invested-capital (ROIC) across the four 4-year IPO cohorts from 1998-2014.

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Startup Trends Investment Cloud 100

Tom Tunguz

MARCH 1, 2015

But what of 2014? 2014 1265 1272 1006. 2014 saw 18% fewer investments, but an equal amount of investment at $1.3B. Round sizes have increased in most fundraising stages , likely because 2014 was a decade high year for VC fundraising. I adjusted February 2015 Crunchbase data in this way to create the 2014 analysis.

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Investment Marketing Finance Acquisition 100