1// Of all the S-1s this year (Uber, Lyft, Pagerduty, Slack, etc.) & the 17 others in SaaS in 2018, Zoom is #1 in growth rate by a wide margin (120% growth, next closest is Slack and Pagerduty in 50s%; for 2018, Elastic at 70%). It’s also #1 in 2019 for profit margin by a large..
2// margin and it’s the only one in 2019 that’s FCF+ — so undoubtedly an A++ financial profile and probably the closest thing to venture growth rates in the public markets (will be #1 in the Bessemer cloud index of 49 recent software companies by 50% over the #2 (Elastic)).