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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017. Not surprisingly, these benchmarks match up relatively well with the numbers public companies reported.

Cloud 318
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Benchmarking AppDynamics S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

They sell their APM software as a perpetual software license in addition to a subscription (SaaS). First, Subscription generated 80% of the revenue in 2014. AppDynamics subscription revenue has three parts: time-bound licenses (42% of last 9 months’ revenue), SaaS (38.6% AppDynamics generates revenue three ways.

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The metrics behind Spotify’s IPO

Chart Mogul

Spotify's recent F-1 filing is packed full of metrics and insights into both consumer subscriptions and the streaming music industry. This somewhat risky direct listing is likely to be a benchmark for other future public listings in 2018, with the likes of Airbnb predicted to follow suit if all goes to plan. in 2015 to €5.32

Metrics 75
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Subscription sports: the future of fandom?

ProfitWell

Today on Recur Now, the astronomical findings of Zuora’s Subscription Economy Index are released. We’re also talking subscription sports with a pricing expert, and highlighting a former Netflix culture-building badass. Your top subscription news. I said in 2017, this was the most overvalued company in the world.

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The Ultimate SaaS Pricing Resources Guide

OpenView Labs

The 2020 SaaS Product Benchmarks Report. B2B and B2C SaaS and Subscription Report. Updated weekly to show the impact of COVID-19, this resource from ProfitWell includes data from their subscription companies. In 2017, Netflix rolled out another price change, but this time it was a colossal success.

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The Remaining Performance Obligation (RPO) SaaS Metric

OPEXEngine

Deferred Revenue for SaaS companies is the contractual obligation to deliver the SaaS product for the period invoiced. 2014-09, Accounting Standards Codification (ASC) number 606: “Revenue From Contracts With Customers,” which was required for public companies with annual periods that began after December 15th, 2017.

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Introducing OpenView’s Expansion SaaS Benchmarks Data Explorer

OpenView Labs

Benchmarks are the only check on whether or not a business is generating efficient growth. Benchmarks act as a swim lane for operating a business and allow operators to build a hyper-growth business that provide permission to believe. How Do I Know What My Benchmarks Are? You have your peer benchmark set.