Guys
I know that many of us are invested in SAAS type companies with an interest in margins as well as the concept of the rule of 40.
As per a similar post I made last quarter, one company does a nice job of pulling together benchmarks across the space. It is selective and it also has a focus on cyber security (the company is Qualys and it is a cyber security company), but leaving that aside, the data points are interesting.
Overall - 3 takeaways that I notice:-
- Overall more of the companies benchmarked are entering positive territory
- Paycom, Veeva and Qualys remain at the lead on margin and Shop and Qualys lead on rule of 40
- Twilio and New relic are advancing on both whilst ZS and Okta have fallen back on both, Palo Alto and Atlassian remain steady and strong.
Q2 data (released in Q3):
https://seekingalpha.com/article/4216163-qualys-2018-q3-resu…
Q1 data (released in Q2):
https://seekingalpha.com/article/4192783-qualys-2018-q2-resu…
Relevant slides are ~28-30 in each. Other mentions include Sail, Box, Hubspot, Zen etc.
Ant