Monday is a buy

Here's why...

Q2 Earnings: Hubspot, Datadog, Atlassian & more...

AppLovin's metrics blew me away....

Q2 '25 State of SaaS Data Sheet

Get access the Q2 SaaS metrics before any one else

The Palantir Story - How a SaaS Co gets a 100X ARR Multiple

A full breakdown on Palantir's metrics from IPO (in 2020) to today.

Adobe Q2 | 11% ARR Growth | 31 Month CAC Payback

Good quarter from Adobe in Q2. Are they cheap at 7x ARR?

The complete breakdown of Figma's S1

here are 11 charts breaking down Figma's S1 - and a prediction on what they're worth today

Q1 State of SaaS Metrics Report

CAC Payback, growth rates, FCF margins and more for your favourite SaaS Co's

Rubrik is flying right now

Just look at these ARR growth rates over the last 6 quarters 61%, 59%, 50%, 55%, 54%, 54%

Sneak Peek at CAC Payback Rates from Q1

We've had 23 companies report Q1 results so far, and the CAC Payback trend is alarming

Q1 Earnings from Salesforce, Box and Veeva Live now

Q1 State of SaaS (Raw Data)

Workday just reported Q1. CAC was insane....

Q4 SaaS Metrics Report

CAC Payback, NRR, Growth Rates and more for 30+ Public SaaS Co's