saastistics

3 ms·

1. 1.▲
   Jamf S1(sec.gov)

   4 points by saastistics 6y ago|2 comments
2. 2.▲
   by saastistics 6y ago

   Metrics highlights: $225M ARR, growing 40% YoY; 120% net revenue retention; 17 month S&M Payback (LTM, subscription gross margin basis); -11% operating margin; $6K average ARR/customer
3. 3.▲
   by saastistics 6y ago

   Also something to keep in mind is this is selling to large financial institutions, not small businesses. They have 290 customers, who each pay pay ~$480K/year on average in subscription revenue. nCino doesn't need millions of cust
4. 4.▲
   Elastic’s Optimism in the Cloud: $100M+ ARR, growing 100%+ YoY(medium.com)

   2 points by saastistics 6y ago|0 comments
5. 5.▲
   by saastistics 6y ago

   These high-growth software companies trade at a multiple of revenue, not earnings (for a variety of reasons), so PE is not a relevant metric. It is growing 170% YoY and had arguably the best quarter in enterprise software history. Not to sa
6. 6.▲
   A Rising Tide Lifts All (Software) Boats(medium.com)

   2 points by saastistics 6y ago|0 comments
7. 7.▲
   Is Bitcoin an Effective Hedge Against the Stock Market?(medium.com)

   1 points by saastistics 6y ago|0 comments
8. 8.▲
   Are Public Software Returns Really That Good?(medium.com)

   2 points by saastistics 6y ago|0 comments