SaaS industry

“They've raised together over five billion dollars. If you added up all their revenue, they're doing about 1.8 billion dollars annually. So that would be a healthy company altogether, but get this, when you add up all the team members and divide it into the rev…”

“I think best of breed companies do over a hundred percent, so they don't lose revenue, and the best companies will get to typically one 10 to one 20. It's pretty hard to get much more than this just because of natural growth of companies et cetera.”

“By the way, I think in a year we'll have a problem. Everyone will try to sell subscriptions. And then when a client goes in and said, okay, now I need to buy a 150 different subscriptions to things. It's also kind of crazy. So we'll have a different problem go…”

“By the way, the entire game industry is now a SaaS model, as you probably know, software as a service, because people are now buying either a subscription or they're buying a pay-as-you-go Which is really where the game industry invented it, and the SaaS indus…”

“I think the gold standard of the industry is, is one 10.”

“In fact, if you look at all the publicly traded SaaS companies, over 80% of the total market value is inside of companies with E-forty or higher, less than 20% of the value is E-forty or lower.”

“And then one thing that makes us different than really any company in the SaaS industry is we also have the talent component. So if you want to build essentially an outsourced marketing team through the platform with us, you can actually do that too. We don't …”

“So when the lever you can pull is R and D expense, right. And you feel like you're just going to, the pace of innovation will just slow down a little bit. Then you can actually keep your revenue growth, but then drop your OPEX growth, right? The second that yo…”

“I'm going to finish with a bunch of hacks for the wartime CEO, and we're currently in wartime.”

“Over the last five years. Average competitors in a given industry in SaaS is up 1515, 16 X.”

“Now anybody in the SaaS industry knows that, you know, if you cross about ten million in ARR, then you are almost immortal. It's very, very hard to Kill that particular startup.”

“There is a bit of the tail end of a SaaS-pocalypse going on where it has just been significantly more difficult to sell, to generate leads, to convert, to function in a ROI-positive, cash-efficient way than it was 18 months ago, 24 months ago, etc.”

“In today's environment, the actual multiple is five to six times, and that's provided that you have growth. So even though we're moving away from a growth at any cost world to a world where efficiency is prized, the reality is that growth is still worth three …”

“In a world of, ah, higher interest rates, that really we need to be solving backwards from 12 to 18 months.”

“The long-term SaaS index for literally 20 years, since SAP and Oracle started disclosing their recurring revenues, has always been around five and a half to six times the XTM revenue. That is the median of the public companies.”