Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Macro Update the 10Y rate dropped to 3.9% this week. That’s the lowest it’s been since the summer, and down nearly 25% from where it was just two months ago. That’s a huge move in rates in such a short window. Just in the last week we’ve seen the 10Y drop from 4.2% to 3.9%. So what happened this week? Here’s a quick recap on some of the data
Great insights as always! Would be interesting to represent profitability on the NTM revenue growth vs NTM Revenue multiple chart maybe through a bubble chart.
Fantastic coverage and A+ commentary. I noted that this work was cited frequently in the recent all-in podcast. Highly relevant and informative to the current climate.
May as David said we are out of the SaaS recession - time will tell!
Thanks For all the time you take to do the work and share it with the community. It’s greatly valued.
Great insights as always! Would be interesting to represent profitability on the NTM revenue growth vs NTM Revenue multiple chart maybe through a bubble chart.
Fantastic coverage and A+ commentary. I noted that this work was cited frequently in the recent all-in podcast. Highly relevant and informative to the current climate.
May as David said we are out of the SaaS recession - time will tell!
Thanks For all the time you take to do the work and share it with the community. It’s greatly valued.
Looking forward to your next publication