SaaS index

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 23, 2022 by Chamath Palihapitiya · across every show →

Everything said about SaaS index, oldest first

May 23, 2022 neutral
Assertion Supported
Chamath: Only 30 SaaS companies globally are growing revenue over 50%
“There's 30 companies in the SaaS index that grow, but only 30 in the entire world that grow above 50%.”
Chamath Palihapitiya May 23, 2022 ▶ 17:49 E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
Jun 30, 2022 neutral
Assertion Supported
Sacks: Median SaaS company trades at 5.5x NTM revenue with 20% growth
“The SAS index is now down to about five and a half times revenue. I think next 12 months revenue for them, for the median SAS company and the median SAS company is growing about 20%.”
David Sacks Jun 30, 2022 ▶ 36:21 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
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