Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! State of SaaS Next week I’m giving a talk at the StartUp Grind conference on the “State of SaaS in 10 Charts.” I had a fun time trying to condense down the “state of SaaS” into 10 charts, and look forward to giving the talk! I wanted to share one chart from the talk here (as well as two charts not in the talk from the latest Morgan Stanley CIO survey).
Hi Jamin! Thanks for your great work/blog. Do you have the EV/NTM sales multiple data for before 2015? Would be great to see data back to GFC, if you have it. Thanks!
Thanks Jamin, a fan of your work. The charts are super helpful. A suggestion - the narrative seems to have changed from top-line growth-based valuations to an efficiency/ path to profitability-based valuation in the current macro environment. As an example, the regression chart that you show has several companies above the trend line, implying a frothy valuation. However, most of those companies are either profitable or have a path to profitability (VEEV, and more mature companies like CRM etc.). Maybe the market would like to put a premium on those stocks. Would love to see how we can add that third dimension to the chart.
Hi Jamin! Thanks for your great work/blog. Do you have the EV/NTM sales multiple data for before 2015? Would be great to see data back to GFC, if you have it. Thanks!
Thanks Jamin, a fan of your work. The charts are super helpful. A suggestion - the narrative seems to have changed from top-line growth-based valuations to an efficiency/ path to profitability-based valuation in the current macro environment. As an example, the regression chart that you show has several companies above the trend line, implying a frothy valuation. However, most of those companies are either profitable or have a path to profitability (VEEV, and more mature companies like CRM etc.). Maybe the market would like to put a premium on those stocks. Would love to see how we can add that third dimension to the chart.
How are you calculating net new arr?