Remove 2021 Remove Growth Remove Profit margin
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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

.” Fortunately, the always excellent KeyBanc Capital Markets (KBCM) 2021 SaaS Survey – which covers over 350 private SaaS companies across various stages and categories – provides a very rich data set to work from. In equation form, Revenue Growth % + Profit Margin % > 40%.

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IPO Offerings Are Already Up 62.5% This Year. With Much More to Come. We’re Back

SaaStr

But a very different one from the 2021 wave: Deal volume is surging : 2025 has been a “green light” year for IPOs, with 52 new U.S. Growth is #1, but the profitability premium is real : The share of profitable IPO companies at listing surged in the US from 29% in Q1 2024 to 59% in Q1 2025. Last valued at $12.5

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5 Interesting Learnings from Palantir at $3.5 Billion in ARR

SaaStr

24% GAAP profit margins! For context, the Rule of 40 is a benchmark for SaaS companies that adds revenue growth rate and profit margin, with 40% considered healthy. With 39% revenue growth and 44% adjusted operating margin, Palantir is doubling the benchmark threshold. We are early.

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Why The Era of Efficient Growth is Now: The 2023 VC State of the Market with SaaStr CEO and Founder Jason Lemkin (Podcast +Video)

SaaStr

In this post, we’ll share the learnings from SaaStr CEO and Founder Jason Lemkin’s frontline analysis of the current state of the market in 2023, and distill down into why we’re now in the era of efficient growth in SaaS. billion cash acquisition deal in December 2021. Another example is HubSpot.

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Pivoting from Growth-at-All-Costs: 4 Focus Areas to Thrive in Any Market with BCG Consulting Partner Courtney Dong + Managing Director and Partner JB Reed (Video)

SaaStr

In the past, companies could pursue growth at all costs. Management teams must determine how to thrive in a downturn to position their businesses for profitable growth. Since 2008, investor preference has largely been growth-oriented due to the artificially low cost of capital and stimulus. Shifting focus in a new era.

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The Three SaaS Metrics That Matter in 2024 with SaaStr Founder and CEO Jason Lemkin

SaaStr

SaaStr founder and CEO Jason Lemkin shares his top three SaaS metrics that matter in 2024: Net new customer count Growth vs. efficiency The bar to IPO Net New Customer Count is Your North Star One of the most important metrics in SaaS today is net new customer count. What has changed is that you now have to do both: growth and be profitable.

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Building Resilience Through Efficient Scaling In 2023 with ICONIQ Growth General Partner, Doug Pepper, and General Partner and Head of Analytics, Christine Edmonds (Video)

SaaStr

Many companies got sucked into the 2021 vortex of a low-interest rate environment and high multiples when they should have focused on growth and efficiency. General Partner of ICONIQ Growth, Doug Pepper, and General Partner and Head of Analytics, Christine Edmonds, joined us for Workshop Wednesday , held live every Wednesday at 10 a.m.

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