article thumbnail

Klaviyo: Benchmarking the S-1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. ” Benchmark Data The data shown below depicts how the Klaviyo data compares to the operating metrics of current public SaaS businesses.

article thumbnail

Samsara S-1: How 7 Key Benchmarks Stack Up

Tom Tunguz

Revenue, $M. Revenue Growth. -. in revenue in fiscal year 2020, to $432m in the first three quarters of fiscal 2022. Atop these sensors, Samsara software executes workflows, provides drivers with apps, monitors equipment, and provides managers and executives visibility into the operations of a site. Gross Margin.

CTO Hire 342
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

Tom Tunguz

I realized It has been a decade since I’ve updated revenue-per-employee metrics. Revenue per employee spans approximately $200k-$900k. Compare that to the benchmarks in 2013! In 2013, the average revenue per employee of these companies totaled $200k. In addition to the dated charts!

article thumbnail

OneStream: Benchmarking the S1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. However, these costs, as a percentage of revenue, are significantly less than those initially incurred to acquire the customer. NTM revenue multiple.

article thumbnail

Important Changes in Revenue and Profitability Definitions for SaaS Companies

Tom Tunguz

Normally, accounting changes are not that interesting, but ASC 606 will change several of the key attributes and benchmarks SaaS startups use. The two most important changes are changes to revenue and profitability. Today, all software revenue is recognized ratably over the contract period. in new hosted recurring revenue).

Revenue 213
article thumbnail

Coinbase & Uniswap: How 7 Key Benchmarks Stack Up

Tom Tunguz

The market values COIN, Coinbase’s stock, and UNI, Uniswap’s token at about 3x trailing 12-month revenues. As the market has corrected, so have the trailing 12-month revenues (TTM)/Market Cap multiples. Coinbase and Uniswap generate billions in revenue. Coinbase’s trailing revenue in Q1 2022 approached $7.5b

article thumbnail

Benchmarking Zoom's S-1:How 7 Key Metrics Stack Up

Tom Tunguz

The company grew from $61m to $331m in revenue in the past three years. The result is the company spends less than 10% of its revenue on R&D, which is less than half the median of the peer set. The company filed their S-1 on Friday. Zoom, growing at 148% and 119% in ‘18 and ‘19. of gross profit in the next year.

Metrics 268