Discover and read the best of Twitter Threads about #trendwhizo
Most recents (2)
As #pandemic induced #digitaltransformation rush abates, SaaS companies face tough YoY growth comparables
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#economic headwinds
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Normalization of valuations back to pre-pandemic levels.
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1/
+
#economic headwinds
=
Normalization of valuations back to pre-pandemic levels.
🧵
1/
2/
$TEAM : Atlassian had a massive run to over 60x EV/Sales (NTM).
22E Rev: 2.8B
23E Rev: 3.5B @ 26% gr
GM 85% range
EBITDA margin : 25% for 2022 but decelerating to teens in 2023
Src: @Sentieo
#SaaS #software #tech #news #Nasdaq $NDX $IGV #hypergrowth #growth #trendwhizo
$TEAM : Atlassian had a massive run to over 60x EV/Sales (NTM).
22E Rev: 2.8B
23E Rev: 3.5B @ 26% gr
GM 85% range
EBITDA margin : 25% for 2022 but decelerating to teens in 2023
Src: @Sentieo
#SaaS #software #tech #news #Nasdaq $NDX $IGV #hypergrowth #growth #trendwhizo
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$SNOW: Snowflake ran to over 120x EV/Sales (NTM) but normalizing to 24x, a premium to data peers due to superior growth profile
22E Rev: 1.22B
23E Rev: 2B (66% gr)
22E GM 60-70%
Src: @Sentieo
#SaaS #software #tech #news #Nasdaq $NDX $IGV #hypergrowth #growth #trendwhizo
$SNOW: Snowflake ran to over 120x EV/Sales (NTM) but normalizing to 24x, a premium to data peers due to superior growth profile
22E Rev: 1.22B
23E Rev: 2B (66% gr)
22E GM 60-70%
Src: @Sentieo
#SaaS #software #tech #news #Nasdaq $NDX $IGV #hypergrowth #growth #trendwhizo
🚨 #Wheat #Corn #Soybeans US Plantings Summary 👇
$WEAT $SOYB $CORN #Commodities #trendwhizo #EconTwitter #inflation #agriculture #Ags #grains #trading #Ukraine #Tuesday #Russia $ADM
$WEAT $SOYB $CORN #Commodities #trendwhizo #EconTwitter #inflation #agriculture #Ags #grains #trading #Ukraine #Tuesday #Russia $ADM
🚨 US Corn Supply & Demand Estimates (Dec21) 👇
$CORN #Commodities #trendwhizo #EconTwitter #inflation #agriculture #Ags #grains #trading #Ukraine #Tuesday #Russia $ADM
$CORN #Commodities #trendwhizo #EconTwitter #inflation #agriculture #Ags #grains #trading #Ukraine #Tuesday #Russia $ADM
🚨 US Soybean Supply & Demand Estimates (Dec21) 👇
$SOYB #Commodities #trendwhizo #EconTwitter #inflation #agriculture #Ags #grains #trading #Ukraine #Tuesday #Russia $ADM
$SOYB #Commodities #trendwhizo #EconTwitter #inflation #agriculture #Ags #grains #trading #Ukraine #Tuesday #Russia $ADM
