SaaS Metrics Public Comps: Contextualizing SaaS Markets SaaS multiples have contracted 32% as quantitative tightening accelerates. We contextualize it in this piece.
SaaS Metrics Weekly Dashboard 10/23/2020: Thoughts on Sumo Logic (SUMO) š Public Comps Customers š 1ļøā£ SaaS Stock Prices vs. Benchmarks š Change since bear market start (2/19/2020): * ZM: +392% * Top 10 SaaS: +102% * Bessemer Cloud Index (EMCLOUD): +50% * B2B SaaS: +33% * S&P 500: +2% Change in the past week: * ZM: -9% * Top 10 SaaS: -8% * Bessemer Cloud Index
Earnings Teardown Public Comps Weekly Dashboard 8/7/2020: Fastly Q2 Earnings and how Datadog disrupted observabiility We break down FSLY's Q2 Earnings
SaaS Metrics How to forecast SaaS revenue better than the analysts Using an 85% growth persistence estimate for revenue produces more accurate results than the analyst estimates.
SaaS Metrics Sample Public Comps - Weekly Dashboard 3/20/2020 Here's a sample of the weekly dashboard we send our paying customers at Public Comps.
Earnings Teardown Investment Memo and Q4 Earnings Teardown for Anaplan Anaplan: a resilient, mission-critical, recurring revenue B2B software company pioneering the future of connected planning.
SaaS Metrics SaaS continues to get hit due to COVID-19 concerns. Here's why. SaaS multiples are down 30% in the last month. We discuss why COVID-19 affects SaaS businesses.
Twilio Investment Memo and Predictions for Twilio in 2020 Investment memo and predictions for Twilio in 2020
SaaS Metrics Why Product Led Growth Companies Win What is and isn't Product Led Growth? Do PLG companies win? What tools to use if I want to be more PLG?
SaaS Metrics Top 5 SaaS Metrics VCs Look At for SeriesĀ A/B/C The due diligence process can seem like a black box at times, especially for first-time founders. Here are the metrics that matter most.