Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
APPEALIE SaaS Awards Profile picture
APPEALIE SaaS Awards
@APPEALIE
The most selective SaaS award. Our past SaaS award winners include Slack, Zendesk, Asana and Hubspot. Meet our 2020 SaaS Award winners:
Mar 11, 2021 • 8 tweets • 5 min read
As you probably know...the @BessemerVP State of the Cloud report is out. High quality as usual.

Our notes - mainly geared to our public-market investor followers ($WCLD, $IGV, $CRM, etc):

1. Easy to forget how frothy private SaaS is today

/1 2. But on an EV / Sales / Growth basis, private starts to look more rational - unheard of growth rates (100%!)...can support unheard of multiples.

/2
Mar 10, 2021 • 5 tweets • 3 min read
We are excited to present the winners of our SaaS Leader Awards, honoring the best customer success and marketing executives in SaaS:

appealie.com/software-leade…

Congrats to all.

More details in thread. Our #SaaS Customer Success Leader Award Winners:

appealie.com/software-leade…
Mar 24, 2020 • 11 tweets • 7 min read
During this intense drawdown in SaaS stocks, we examine whether lower multiple names are safe havens.

appealie.com/high-versus-lo…

TL,DR: Higher multiples better in 2020...

...but lower multiples were better in last 4 drawdowns 2014-2019 We approached this at the direct comparable level (instead of quant baskets like revenue growth >20%) to see if a high versus low pair trade would have worked.

Ex #1 - $DDOG vs $NEWR: Datadog vs New Relic: High Multiple Outperforms (1 Month Delta: 370 bps)
Sep 12, 2019 • 16 tweets • 5 min read
We're honored to have @kellblog as a featured speaker at our 2019 SaaS Conference + Awards (appealie.com/saas-conference) on 9/25 in SF.

As one of the GOAT 🐐software bloggers, his greatest hits collection from 2016 to 2019 alone is amazing.

Here are our highlights. /1 kellblog.com/2019/07/18/car…

/2