Tweet

How to get URL link on X (Twitter) App

On the Twitter thread, click on or icon on the bottom
Click again on or Share Via icon
Click on Copy Link to Tweet
Paste it above and click "Unroll Thread"!
More info at Twitter Help

Matt Harney

@SaaSletter

Nov 14 • 5 tweets • 2 min read Twitter logo

Read on Twitter

👀 on CPI day, here is latest SaaS inflation data via @verticeHQ

I believe these comparisons are too unadjusted CPIs

👀 avg spend per employee nearing $8k

Good framing of cloud + SaaS spend in terms of overall OpEx

Plus some discussion of shrinkflation, changes in packaging in @verticeHQ report

vertice.one/inside-saas/re…

Recently had @verticeHQ CEO + Founder @EldarTuvey on our @CloudRatings podcast

Audio -

Video - cloudradio.cloudratings.com/episodes/eldar…

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @SaaSletter

Matt Harney

@SaaSletter

Sep 26

My excerpts from @BatteryVentures's new "State of Enterprise Tech Spending"

Beyond obvious AI boom, their summary slide points to stabilizing market:

/1

Stability - even an uptick - shown here w/ drivers

/2

Tale of two worlds dynamic consistent with what we have seen in vendor headcount via SaaS Employment Index

/3 research.cloudratings.com/view/161697040/

Read 7 tweets

Matt Harney

@SaaSletter

Sep 13

👀notes from @lightspeedvp "2023 GTM & Sales Benchmark Report"

n = 143, w/ core in Series A to C, data thru Q2 2023

🆘"only 33% of reps hitting quota" -> continue theme of early stage vendors hit hardest

/1

🆘 "In the first half of the year, 63% of companies missed their revenue targets.

🆘"... 27% of those companies missed their revenue targets by more than 21%"

/2

🆘 "Many companies experienced a drop in their win rates with 42% reporting a decline

... and 30% of these companies declining by 11% or more."

/3

Read 5 tweets

Matt Harney

@SaaSletter

Sep 6

A *few* excerpts from an excellent @MeritechCapital "Software Pulse" update:

"shows that growth is 3.0x as correlated with multiple vs. FCF margin. Said another way, a 1% increase in growth would have the same impact on multiple as a 3.0% increase in FCF margin."

/1

Meritech itself uses an adjusted Rule of 40 (with a 3x weighting on revenue growth)...

their approach less volatile than traditional Rule of 40 method

/2

A decent case for more SaaS IPOs:

Even 2nd quartile has 11% annualized returns from IPO

With bottom quartile -1% & top quartile +29%

/3

Read 5 tweets

Matt Harney

@SaaSletter

Jul 6

*NEW SAAS BENCHMARKS (n = *1,880*)

from @rayrike + @Benchmarkitai

before getting into excerpts, wanted to flag *interactive* capabilities here:

https://t.co/K6xHFMrgSIsaasbenchmarks.ai/widget/saas-pe…

Now excerpts from report at :

👏Unique for the benchmark genre, historical + trended data https://t.co/c0wcGaU9Q6benchmarkit.ai/benchmarks

Good quote on Ro40:

"Rule of 40 is often artificially elevated by the higher growth rates found in the < $5M ARR cohort. As such Rule of 40 is not an instructive metric for this cohort."

Read 9 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Share this page!

Enter URL or ID to Unroll

Matt Harney

Try unrolling a thread yourself!

More from @SaaSletter

Matt Harney

Matt Harney

Matt Harney

Matt Harney

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?

Send Email!