SaaStr

DECEMBER 27, 2019

294: The SaaS business model has risen to popularity for many reasons – it’s fast-paced, creates residual revenue streams, and well, the multiples are strong. This podcast is an excerpt from Rajesh’s session at SaaStr Europa 2019. Rajesh Ram.

Business Model 131

Business Model Churn Metrics Enterprise 131

SaaStr

APRIL 17, 2024

But they are ar $780,000,000+ in ARR, with an 86 NPS and strong revenue growth at 29% overall and 49% in subscriptions (yes, it’s confusing). Rubrik has gone aggressively more upmarket — from just 23 $100k customers in 2019 to 1,742 in 2024. #3. 68% of Revenue in U.S., Is this the new bar to IPO in SaaS?

Scale 212

Scale Pricing Scaling Cloud 212

InsightSquared

MAY 16, 2019

We’re excited to announce that Outreach , the #1 Sales Engagement Platform, is sponsoring Ramp 2019, the revenue ops event of the year! We are seeing more and more high-growth companies experiment and implement a revenue operations model—including Outreach. When done right, those companies experience the benefits.

B2B 89

B2B Revenue Innovation Trends 89

SaaStr

MARCH 16, 2019

It’s not always easy, but recurring revenue … recurs. The post The Week in Cloud: March 17, 2019 appeared first on SaaStr. Acquisition multiples in SaaS/Cloud doubled last year. That’s a lot. Private Equity is forcing public companies to pay up: [link]. yet … but wow, they are heating up: [link].

Cloud 163

Cloud Systems Review AWS Software Review 163

SaaStr

APRIL 7, 2019

These options can be particularly appealing to SaaS companies with their recurring revenues: For now, hybrid cloud is what a lot of the biggest enterprises still want: Wow, Apple Music passes Spotify in the U.S: The post The Week In Cloud: April 7, 2019 appeared first on SaaStr. They accelerated its growth.

Cloud 150

Cloud AWS Enterprise SaaS 150

SaaStr

JULY 5, 2019

We now produce so much content on SaaStr, we thought we’d share the Top 20 Posts of 2019, so far. A Step-by-Step Guide to Revenue Growth with Mark Roberge, ex-CRO at Hubspot. The post The Top 20 SaaStr Posts of 2019 (so far) appeared first on SaaStr. So we’re into 2H’19 (where did the time go?),

Sales Hiring 170

Sales Hiring Scale Venture Capital Acquisition 170

InsightSquared

MARCH 20, 2019

Lucidchart is thrilled to be returning as a platinum sponsor of the revenue ops event of the year, Ramp by Insightsquared ! We also spoke to many sales, ops, revenue, and marketing leaders who are looking for ways to see a more holistic picture of the accounts that reps are actively working. Register here!

Revenue 94

Revenue Cloud Sales Communication 94

For Entrepreneurs with David Skok

OCTOBER 15, 2019

Thank you to the readers of forEntrepreneurs who participated in … The post 2019 SAAS Private Survey Results- Part 1 appeared first on For Entrepreneurs. For the seventh year in a row, we’re proud to work with KBCM Technology Group (formerly Pacific Crest Securities) to share results from a survey of ~424 private SaaS companies.

SaaS 130

SaaS Technology Revenue Metrics 130

Subscription Flow

NOVEMBER 20, 2023

Customers can pay for goods and services according to their consumption ( pay-as-you-go ), scale their service usage up or down in accordance with business needs, and have their subscriptions automatically renewed thanks to subscription billing and revenue management. What Entails Effective Subscription Revenue Management?

Payments 59

Payments Payment Features Payment Services Subscription 59

SaaStr

APRIL 1, 2019

Are you coming to Europa 2019 ? Aligning Sales, Marketing, and CS to Scale Revenue and Retention with Showpad CMO Theresa O’Neill. Showpad CMO Theresa O’Neill will walk you through how aligning sales, marketing will directly translate in scaling revenue and retention. Here’s who is coming to SaaStr Europa 2019!

Scale 165

Scale Sales Hiring Mobile compliance 165

Tom Tunguz

JUNE 20, 2019

The chart above shows the total enterprise value (TEV)/forward revenue multiple for the basket of public software companies. Forward revenue is the sum of the projected revenues over the next 12 months. Just a quick reminder on these metrics. The blue line the chart is the median over the period which is approximately 5.7x.

SaaS 279

SaaS Enterprise Software Metrics 279

Tom Tunguz

OCTOBER 28, 2017

The two most important changes are changes to revenue and profitability. Today, all software revenue is recognized ratably over the contract period. If a business finds a 12 month contract for $12,000, the company record $1000 of revenue for each month. Under ASC 606, hosted revenue recognition doesn’t change.

Revenue 206

Revenue Benchmarks SaaS Finance 206

SaaStr

DECEMBER 20, 2023

Canva: – Almost $2B ARR – Growing 40%+ – Profitable And … 4,000 employees That's about $500k in revenue per employee That's where software really makes money — Jason ✨Be Kind✨ Lemkin  ?? 4,000 Employees, So About $500,000 in Revenue Per Employee That’s very efficient.

AWS 236

AWS B2C AI Scaling 236

SaaStr

APRIL 30, 2022

And that’s a wrap on @twilio Q1 2019 earnings! 233M revenue, 81% y/y growth, and our first quarter including SendGrid results! — Jeff Lawson (@jeffiel) May 1, 2019. At least, $1B in ARR certainly isn’t the ceiling. pic.twitter.com/winStmw6bL.

SaaS 312

SaaS Cloud Trends Revenue 312

SaaStr

OCTOBER 4, 2019

How does Jeppe respond to 3 common concerns VCs have with SMBs: * The price points are so low that it takes huge volume to scale to meaningful revenue? * This podcast is an excerpt of Gillian’s session at SaaStr Annual 2019. How does Jeppe think about when is the right time to move into enterprise? What changes? * Missed the session?

Scale 134

Scale SMB Technical Review Software Review 134

Tom Tunguz

SEPTEMBER 16, 2019

In fact, revenue growth is correlated with margin compression at an R^2 of 0.596. This means that 60% of the margin compression is explained by revenue growth. But still we see a 10% median drop. Which companies were most affected? The ones growing the fastest.

SaaS 205

SaaS Pricing Enterprise Startup 205

SaaStr

JANUARY 24, 2024

Founded back in 2010, it had steady growth to $100m ARR, IPO’d quietly in 2019, then has grown 30%+ annually every year since. But, it hasn’t left behind its SMB and MidMarket roots, which together are still as large a revenue segment as Enterprise. Those 3% of customers make up about 40% of total revenues today.

Social Media 202

Social Media SMB Enterprise Scaling 202

SaaStr

NOVEMBER 1, 2023

are realtively low, as a huge amount of their payments revenue goes out to the payment processors. 15% Customer Growth Leads to 48% Revenue Growth Always helpful to me to see this math broken out. Having 110%+ NRR means your revenue will grow significantly faster than your new logo count. #7. From $120m ARR in 2019 to $1.2

Payment Services 271

Payment Services Payments SaaS Payments Payment Solutions 271

Intercom, Inc.

JANUARY 14, 2019

That’s why we have put together our first ever Intercom reading guide for 2019. We hope this collection of reads that moved us has the same effect on you and that in 2019 you find some nugget of wisdom here that meaningfully influences your thinking, your work or simply how you spend your time.

Technical Review 150

Technical Review Marketing Advertising Entertainment 150

InsightSquared

MAY 29, 2019

Hosted at Fenway Park, InsightSquared put forth a bold vision—to organize the revenue operations event of the year. Standing in the Red Sox Dugout, peering across the field with a hundred fellow professionals in revenue operations, I felt like I found my tribe. Ramp 2019 is going to be the Revenue Operations event of the year.

Finance 91

Finance Revenue Customer Success Sales 91

SaaStr

OCTOBER 25, 2023

Soon, They Will Be The Majority of Revenue. Soon, the majority of Freshworks’ revenue will be $50k+ customers. You can pretty reliably predict revenue over the coming years. The Big Growth Today is In $50k+ and $100k+ Customers. Not a surprise per se, other somewhat similar players are seeing the same thing.

SMB 230

SMB AI Onboarding Cloud 230

Navint

MAY 21, 2019

Recurring Revenue Conference presented by Sutton Capital Partners marked its fifth year on May 1, 2019, in beautiful Marina del Rey, California. The theme of retention expanded this year to include discussions on scaling and operating recurring revenue businesses. The Navint team at the Recurring Revenue Conference.

Scale 45

Scale Revenue Underperforming Technical Team Business Model 45

SaaStr

DECEMBER 20, 2019

292: Manny Medina is the Founder & CEO @ Outreach, the market leading sales engagement platform that turns your team into a revenue driving machine. This interview originally aired as Episode 229 on April 29, 2019. This podcast is an excerpt from Ashley’s session at SaaStr Europa 2019. Loving our podcast content?

Scale 140

Scale Sales Hiring Construction Education 140

Tom Tunguz

OCTOBER 12, 2022

Enterprise-value-to-forward-revenue multiples are now below 2016 levels for the first time in 6 in years. R^2, meaning yield changes explain about half of the forward multiple’s movement since 2019. Implied Forward Revenue Multiple. The public software market continues to compress. today compared to 4.0x 10 Year Rate.

Banking 260

Banking Enterprise Software Revenue 260

SaaStr

OCTOBER 23, 2023

Just one worry: Multiples How much leading SaaS companies are worth as a multiple of revenues. Those multiples went up in 2018 and 2019, and things were Better. But I think a lot of us are betting on a return at least to 2018-2019 multiples. And then they exploded in 2020 and 2021 to record multiples. To a 8x-10x world.

Cloud 206

Cloud Trends Scale SaaS 206

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. Was the “Covid Boost” in Cloud multiples just an anomoly?

Scale 249

Scale SaaS Cloud Pricing 249

SaaStr

MAY 6, 2022

Ultimately — revenue multiples. Revenue multiples are how much VCs, investors, and ultimately, an IPO and public markets will value each dollar of revenue. Revenue multiples don’t affect customers, or even revenue itself. pic.twitter.com/JNnzizB82v. — Byron Deeter (@bdeeter) May 5, 2022.

SaaS 319

SaaS Azure Cloud AWS 319

SaaStr

AUGUST 30, 2021

And that number has gone up from 78% in 2019 to 84% today. 49% revenue growth from 20% customer growth. 62% of revenue from annual subscriptions. 62% annual is up from 54% in 2019, so a big push there. Freshworks is a global SaaS company, but perhaps reflecting its rooms, only 45% of its revenue is in North America.

Scale 339

Scale SMB Scaling Subscription 339

FastSpring

SEPTEMBER 24, 2020

Revenue vs. profit vs. income: The terms may seem synonymous and are sometimes even used interchangeably, but they tell different stories about a company. Revenue growth suggests an expanding business and in-demand product, but whether there is any financial gain for the business is determined by the income.

Payments 82

Payments Payment Methods Payment Features Payment Services 82

SaaStr

MARCH 31, 2021

Revenue grew nicely at first from $1m to $3.5m 2019: $336m rev. Customer count growing 33%, revenue growing 65% — the “Golden Ratio” for future growth. Fast, but revenue grew much faster (65%). That means both halves of the revenue engine are humming. ARR uses to mean true recurring revenues.

Outsourcing Services 358

Outsourcing Services Outsourced Development Payment Features Cloud 358

SaaStr

FEBRUARY 7, 2022

are all growing every faster at $200m, $400m, $1B in revenue than they did before! But revenue multiples might be a different story. The #1 trend is that apart from the huge run-up in SaaS multiples starting in 2019, and a nice bump in 2021 … public SaaS companies have been trading at about 10x forward revenue.

Cloud 220

Cloud Trends Revenue SaaS 220

ITPro

AUGUST 19, 2020

IDC claims the top five cloud services providers accounted for more than a third of the worldwide total.

Cloud 103

Cloud Revenue 103

SaaStr

MARCH 8, 2023

While Doximity was EBITDA positive back in 2019, it really exploded as the business scaled. 978 employees, so over $400,000 in revenue per employee. 290 $100,000+ Customers. That’s how they’ve built up to something big. #3. Insanely Profitable — At Scale. NRR has Gone from Insane to Merely Very Good.

Scale 265

Scale Scaling Revenue SaaS 265

SaaStr

FEBRUARY 8, 2023

70% of Cvent’s revenue comes from its events software. Cvent’s NRR understandably took a hit when Covid shut down most events, but it’s bounced back even higher than in 2019. #4. The have interchange revenue from their Hospitality Cloud and also lower margin on-site events revenues, so it makes sense.

Marketplace as a Service 263

Marketplace as a Service Software Review Cloud B2B 263

ChurnZero

NOVEMBER 27, 2019

Top Five Customer SuccessCon Berkeley 2019 Takeaways. Last week ChurnZero sponsored Customer SuccessCon 2019 in Berkley, CA. Wednesday, December 4, 2019 2:00 – 3:00 PM EST. Are you finalizing your new year strategy as you lead Customer Success at your organization?

Scale 75

Scale Sales Hiring Onboarding Customer Success 75

Unbounce

FEBRUARY 4, 2019

If you’re a digital marketer in 2019, people are expecting a lot from you. It shows what nearly 400 marketers say their top priorities are for 2019: Source: The 2019 Page Speed Report. But one result here really caught us off guard: only 3% of marketers say they will be focusing on ensuring faster website loading times in 2019?

Marketing 111

Marketing Mobile Engagement Trends 111