Remove 2023 Remove GCP(Google Cloud Platform) Remove Payment Features Remove Revenue
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Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. ChartMogul is an analytics platform to help you run your subscription business. Which means better customer relationships, more data, and new sources of revenue.

Payments 219
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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! ChartMogul is an analytics platform to help you run your subscription business. At SaaStr, our partners are an integral part of our events. Grab tickets here. .

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Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Top 5 Median: 15.5x

Cloud 161
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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. Revenue multiples are a shorthand valuation framework.

Cloud 177
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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

While the overall median revenue multiple of the software universe is ~6x (which is ~25% below the long term average of ~8x), high growth software is currently trading at a premium to it’s long term average (9.4x The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130