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State of the Cloud 2022: The Centaur Report With Bessemer Venture Partners (Pod 593 + Video)

SaaStr

To illustrate the turbulence, consider the following metrics: The BVP NASDAQ Emerging Cloud Index (the public benchmark of software performance) has contracted by more than 40%. Cloud 100 multiples have fallen in 2022 –– ARR multiples rose nearly fourfold from 9x in 2016 to 34x in 2021 and down to 30x in 2022.

Cloud 303
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Samsara S-1: How 7 Key Benchmarks Stack Up

Tom Tunguz

in revenue in fiscal year 2020, to $432m in the first three quarters of fiscal 2022. ARR per Employee. Founded in 2016, Samsara has grown explosively from $119.9m The company’s metrics all recorded positive gains including gross margin moving from 60% to 70%, which is impressive for a business providing hardware.

CTO Hire 350
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Klaviyo: Benchmarking the S-1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. We then multiply the total number of companies in each segment by our respective average ARR per customer per segment as of December 31, 2022.

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Emergence: Top Quartile Startups Are Still Growing 100% at $10m in ARR

SaaStr

So Emergence Capital put together a great report here on B2B startups, “Beyond Benchmarks 2024” , with a ton of great data across 664 software startups. One piece I loved is how 2023 growth rates compared to 2022 for Top Quartile Software Startups. But the median is only growing 53%. A huge gap.

Startup 341
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A PM's Guide to Building a Culture of Product Innovation

Speaker: Bob Webber, VP Product Flow Optimization, Construx

Attend this webinar to benchmark your organization’s innovation potential and learn what it takes to create a culture of innovation. 10 questions to benchmark your organization's level of innovation and identify areas for improvement. July 27, 2022 at 11:00 am PDT, 2:00 pm EDT, 7:00 pm BST.

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Coinbase & Uniswap: How 7 Key Benchmarks Stack Up

Tom Tunguz

Coinbase’s trailing revenue in Q1 2022 approached $7.5b They move in synchrony with an R^2 of 0.79. Just how comparable are these businesses? Coinbase and Uniswap generate billions in revenue. with 34% net income margin (profit). Uniswap recorded $1.7b in revenue in the same period. Their business models differ meaningfully.

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OneStream: Benchmarking the S1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. months and 23.4 months, respectively.