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

SaaStr

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. And also while many of the above names had seem growth slow at scale, bear in mind they are all awfully good SaaS companies. What did he find? You might be worth less

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 177
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The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

SaaStr

Pothole #5 – Prioritizing Revenue Acquisition Ahead of Customer Value Creation. When should you scale? 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. . Instead, establish a scaling pace.

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That’s a nice little $1-2M SaaS company you have here. Call me to discuss if it will scale!

The Angel VC

Call me when it scales.” At that point it becomes a lot harder because the next set of customer acquisition channels will likely be much more expensive. PS: You may have noticed that I’ve changed Josh’s “call me when it scales” to “call me to to discuss if it will scale”.

Scale 192
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Is Tableu and Salesforce an expensive deal for Salesforce?

SaaStr

There aren’t that many things of true scale, that are strategic, that Salesforce could buy at this stage. And Salesforce doesn’t seem to screw up its bigger acquisitions. Tableau was at >$900m in recurring revenue … growing 41% (!). And subscriptions were growing 115%. Tableau Reports First Quarter 2019 Financial Results.

AWS 136
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.

AI 183
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Tray.io’s VP of Marketing Alex Ortiz on embracing the era of automation

Intercom, Inc.

This is the final episode of season two of Scale, our series exploring the minds of brilliant leaders and thinkers from the likes of Google, Yelp, and Udemy: folks who have each successfully propelled their company to a new stage of growth. . are all-in on personalization and the massive potential to serve customers more intimately at scale.

Scale 181