SaaS valuations
also referred to as: saas valuation
3 statements across 3 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 10, 2021 by Dave Kellogg · across every show →
Everything said about SaaS valuations, oldest first
Jan 10, 2021 neutral
Kellogg: NDR Is a Financing Enabler, Not a Valuation Driver
“So it's not a valuation driver. I now think of it as a financing enabler, right? Okay. So a higher one isn't necessarily by itself going to drive a higher valuation, but I could tell you if you don't have a high enough one, you're not going to be able to raise…”
May 6, 2022 neutral
Pepper: 2022 SaaS sell-off reflects valuation excess, not business performance
“And I think what that tells you is that the performance of the companies is often disconnected from the valuations. And so what we're seeing today is not a judgment on the performance Of the companies or their quality or the opportunity ahead. It's simply a re…”