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

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Just dropped EP:25 of the SaaS Report Podcast.

I covered Q2 earnings for Hubspot, Datadog, Atlassian, AppLovin, Appian, Klaviyo and SEMRush.

If you like SaaS Metrics - please subscribe.

You check it out here:

YouTube

Spotify

For those that prefer reading... here are the headlines for each company:

Hubspot:

• Q2 ARR Run Rate: $2.98B

• YoY ARR growth: 19% 👍

• FCF Margin: 15% 👍

• Operating Margin: -3% 😥

• LTM CAC Payback: 36 Months 👍

Datadog:

• Q2 ARR Run Rate: $3.31B

• YoY ARR growth: 28% 😁

• FCF Margin: 20% 👍

• Operating Margin: -4% 😥

• LTM CAC Payback: 16 Months 😁

Atlassian:

• Q2 ARR Run Rate: $5.25B

• YoY ARR growth: 23% 👍

• FCF Margin: 26% 😁

• Operating Margin: -2% 😥

• LTM CAC Payback: 16 Months 😁

AppLovin:

• Q2 ARR Run Rate: $5.03B

• YoY ARR growth: 77% 🤯

• FCF Margin: 127% 🤯

• Operating Margin: 76% 🤯

• LTM CAC Payback: 4 months 🤯

Appian:

• Q2 ARR Run Rate: $531M

• YoY ARR growth: 17% 😥

• FCF Margin: 26% 😁

• Operating Margin: -6% 😥

• LTM CAC Payback: 40 Months 😥

Klaviyo:

• Q2 ARR Run Rate: $1.17B

• YoY ARR growth: 32% 😁

• FCF Margin: 20% 👍

• Operating Margin: -11% 😥

• LTM CAC Payback: 24 Months 👍

SEMRush:

• Q2 ARR Run Rate: $436M

• YoY ARR growth: 20% 👍

• FCF Margin: -3% 😥

• Operating Margin: -4% 😥

• LTM CAC Payback: 31 Months 😥

If you want more SaaS metrics like this you can get access to the Q2 State of SaaS data sheet here. It breaks down quarterly SaaS metrics for 41 SaaS companies.

CAC Payback, Free Cash Flow, Rule of 40, ARR per employee, Spend on S&M, Spend on R&D, ARR Growth and more.

You'll love it.

Check it out here

P.S Here's the emoji legend:

🤯 Insane

😁 Great

👍 Good

😥 Not Good

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