Matt Harney Profile picture
Nov 14 β€’ 5 tweets β€’ 2 min read Twitter logo Read on Twitter
πŸ‘€ on CPI day, here is latest SaaS inflation data via @verticeHQ Image
I believe these comparisons are too unadjusted CPIs Image
πŸ‘€ avg spend per employee nearing $8k Image
Good framing of cloud + SaaS spend in terms of overall OpEx

Plus some discussion of shrinkflation, changes in packaging in @verticeHQ report…
Recently had @verticeHQ CEO + Founder @EldarTuvey on our @CloudRatings podcast

Audio -

Video -…

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More from @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 Image
Stability - even an uptick - shown here w/ drivers

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


Read 7 tweets
Sep 13
πŸ‘€notes from @lightspeedvp "2023 GTM & Sales Benchmark Report"

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

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

/1 Image
πŸ†˜ "In the first half of the year, 63% of companies missed their revenue targets.

πŸ†˜"... 27% of those companies missed their revenue targets by more than 21%"

/2 Image
πŸ†˜ "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 Image
Read 5 tweets
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 Image
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 Image
A decent case for more SaaS IPOs:

Even 2nd quartile has 11% annualized returns from IPO

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

/3 Image
Read 5 tweets
Jul 6
*NEW SAAS BENCHMARKS (n = *1,880*)

from @rayrike + @Benchmarkitai

before getting into excerpts, wanted to flag *interactive* capabilities here:…
Now excerpts from report at :

πŸ‘Unique for the benchmark genre, historical + trended data
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

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