Tom Tunguz
NOVEMBER 28, 2023
“Q3 product revenue grew 34% year-over-year to reach $698 million. ” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. And as a result, our salespeople are really not inclined to do much in GCP.”
Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.
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Clouded Judgement
MAY 10, 2024
And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies. Revenue multiples are a shorthand valuation framework. Overall Stats: Overall Median: 5.7x
Clouded Judgement
MAY 31, 2024
” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. Any kind of inference really can rack up bills quickly (see growth in hyperscaler revenue…), and AI talent isn’t cheap. Revenue multiples are a shorthand valuation framework.
SaaStr
APRIL 27, 2021
Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.
SaaStr
OCTOBER 13, 2022
We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Grab tickets here. .
Clouded Judgement
AUGUST 4, 2023
You can see more detail about their net new ARR added each quarter below Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.
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