- The SaaS Report
- Posts
- Q1 Earnings from Salesforce, Box and Veeva Live now
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.