Every week I’ll provide updates on the latest trends in cloud software companies.
Last few weeks we’ve seen mid growth multiple surpass high growth bucket 🪣 EV/NTM. Would love a deeper dive there in future weeks.
SentinelOne by far the cheapest 25%+ growth software business (growth adjusted). Meanwhile, ARR is re-accelerating, pipeline for new business is +30% y/y, and pipeline deal-size is +40% y/y. I’ll take that risk/reward bet.
Last few weeks we’ve seen mid growth multiple surpass high growth bucket 🪣 EV/NTM. Would love a deeper dive there in future weeks.
SentinelOne by far the cheapest 25%+ growth software business (growth adjusted). Meanwhile, ARR is re-accelerating, pipeline for new business is +30% y/y, and pipeline deal-size is +40% y/y. I’ll take that risk/reward bet.