Q1 State of SaaS Metrics Report

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

I spent 53 hours on this over the last 4 weeks.

What this is?

It’s a breakdown of core SaaS metrics for the 35 public SaaS Co’s that we track.

Companies like Zoom, Salesforce, Hubspot, ServiceNow, Rubrik, Snowflake and Monday.

Things like CAC Payback, ARR growth rates, Magic number and Rule of 40 and then compared these numbers to the results from 2023 and 2024.

For the first time ever, I’ve also broken down performance by cohort. So you can see things like:

CAC Payback based on PLG or Sales Led Growth

FCF Margins for high Growth Vs Low growth Companies

Growth Rates for Security SaaS vendors vs Data SaaS Vendors and much more.

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Thanks for checking it out.

P.S

Would love your feedback, whether it’s good, bad or indifferent. Let me hear it - reply to this email — it would mean a lot.