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

SaaStr

So one thing that has exploded in SaaS in the past decade is the role of Private Equity buying both public SaaS companies (to take them private, “fix” some metrics, and IPO or sell them again), and generally later-stage private SaaS companies. What did he find? But the companies were far more efficient. You might be worth less ?

AWS 285
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 177
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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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. The Good Mongo: Very Positive - Is The Bottom Behind Them? They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130
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20 quick insights on Customer Success and SaaS metrics with Dave Kellogg

ChurnZero

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. I created this subset to show companies where FCF is a relevant valuation metric.

AI 183
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Four Sales Compensation Tactics for Consumption-Based GTM with MongoDB’s SVP of Sales

SaaStr

What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. Driving Market Acquisition When designing a compensation plan, you have to decide what behaviors you want to drive. The first might be market acquisition. This is MongoDB’s approach.

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The Week In Cloud: March 24, 2019

SaaStr

Alibaba is their AWS (or becoming it): The Cloud is better. Zoom is Growing at A Rate, And With Metrics, As We’ve Rarely Seen Before. Billion Acquisition. Clippy was AI before AI: China is a whole different world for SaaS. It is even cheaper. That doesn’t mean it is cheap, tough. Shopify and MailChimp Go To War.

Cloud 146