Q1 Earnings from Salesforce, Box and Veeva Live now

We’ve had more Q1 announcements over the last few days. Salesforce, Box, Okta and Veeva all reported.

Metrics for those companies are now live in the State of SaaS Data Sheet. You can get access to that here.

Some highlights (or lowlight depending on how you look at it) from these earnings:

  • Salesforce revenue shrunk 2% QoQ but grew 8% YoY

  • Salesforce last 12 month CAC Payback is 67 months

  • Box 4% ARR Growth YoY

  • Box 126 Month CAC Payback last 12 months

  • Veeva Systems 13 month CAC Payback in Q1

  • Veeva 115% FCF margin (insane Q1 from them)

Much more live now in the data sheet. Check it out here.

Results from:

  • PureStorage

  • SentinelOne

  • UiPath

Will be live in the next 24 hours.