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What Are Public SaaS Companies Taken Private At? 7.7x ARR On Average Per SaaSomomics

SaaStr

Well, certainly it exploded in 2021, in my portfolio at least, if perhaps not as dramatically as in the public markets. ARR was the Median acquisition price in a “take private deal” Interestingly, it’s not all that different post-Boom and pre-Boom, as you can see above. So what do they pay on average?

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The Top 10 Events in SaaS. According to ChatGPT.

SaaStr

AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services. The event brings together developers, architects, and IT professionals to explore the latest AWS developments.

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Picking Teams in AI

Tom Tunguz

In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. It’s unclear how the Databricks acquisition might change that relationship. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

The first few months of this year felt like a lot of churning in the market. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. What I’ve shown below is the market-adjusted stock price reaction.

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The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

SaaStr

Sell it to your market for half the price. Pothole #5 – Prioritizing Revenue Acquisition Ahead of Customer Value Creation. It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Roberge recommends starting with product-market fit.

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Four Sales Compensation Tactics for Consumption-Based GTM with MongoDB’s SVP of Sales

SaaStr

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Very healthy new business (new customer) acquisition. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Coming out of earning season I’m slightly more optimistic about a back half acceleration (August or later) than I was coming in. Overall Stats: Overall Median: 5.7x

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