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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

from 2015 to 2016 … and then exploded: UIPath History. 2016: $3.5m But since the effective NRR is still 145%, ARR-style metrics still work. Even if a lot of the revenue isn’t truly recurring SaaS revenue. Top 50 customers grew bookings 81x since 2016, and all 2016 customers together grew 57x.

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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

FCF Multiples Hit 10 Year Low FCF multiples (for companies with FCF) have hit 10 year lows (tied with Covid lows and early 2016 lows). Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Even a DCF is riddled with long term assumptions.

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What is the subscription revenue model? | ProfitWell

ProfitWell

The subscription revenue model is hardly new. But in the past few years, subscriptions have seen a bit of a resurgence. In fact, you'd be hard-pressed to find an industry that hasn't seen at least one subscription success story: Cars. Even the humble houseplant doesn’t seem immune to the subscription economy.

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Choosing the Right Billing System for Your SaaS Business [Updated for 2020]

Chart Mogul

So you're building an awesome subscription business — great! Billing is the lifeline of your subscription business. Subscription management platform (optional). A subscription management platform can effectively drive a lot of the pricing model of your product – before we even get to the payment transaction.

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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! This is very reminiscent of the Tableau drop in 2016. So if you’re not valued like a growth stock you get valued more like a value stock - and the valuation metrics there look more like FCF or PE multiples. Bill.com dropped ~30%.

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What compounding subscription cash flow really means (and looks like)

Chart Mogul

We took a peek at how our own subscription model and cash flow is affected by the compounding nature of SaaS. Our 2016 (in teal) cohort wasn’t quite as strong (I think mostly this was due to poor pricing decisions in 2016). SaaS Q&A: How does annual billing impact a subscription business?

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Benchmarking AppDynamics S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

Let’s look at some of the key metrics and then compare AppDynamics to NewRelic, a close competitor which went public in late 2014. They sell their APM software as a perpetual software license in addition to a subscription (SaaS). The company provided full year data through 2016. in revenue through 2016. of revenue).