Remove 2012 Remove Portfolio Remove PR Remove Revenue
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Do Less. More.

Both Sides of the Table

There’s too much PR and too many tech blogs and too many newsletters and aggregators and Twitter summarizers to even try to catch everything that’s going on and equally there’s so much noise that it becomes harder to be heard. They’re doing how much in SaaS revenue? You own how much?” Year in, year out.

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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

It would have been easy to explain the difference by changes in the 2010/2011 revenue growth projections but unfortunately that is not the case. revenues while large caps are trading at 6.4x. Portfolio. (3). ► 2012. (1). Impact of the recession on SaaS Sales&Marketing pr. Wednesday, February 23, 2011.

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Cracking The Code: Impact of the recession on SaaS.

Cracking the Code

This strong recovery has highlighted the resiliency of the recurring revenue model in a downturn as well as the stength of the shift to soaftware-as-a-service and cloud computing. Just some food for thought as you build your investment portfolio. Portfolio. (3). ► 2012. (1). Post a Comment. Europe Consumer. (1).

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Cracking The Code: State of the SaaS 13: Q1 2010 Sentiment

Cracking the Code

Given the predictability of SaaS GAAP revenues on a quarterly basis, the fact that the 08/09 projections were unchanged is not a surprise. Given that the revenues are not growing very fast, this means that most of the companies have reduced their sales force and focused on productivity improvement. Portfolio. (3). internet. (6).

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Cracking The Code: Cloudonomics and 2010 Planning for your.

Cracking the Code

Portfolio. (3). ► 2012. (1). Impact of the recession on SaaS Sales&Marketing pr. The recession created opportunities! Europe Consumer. (1). Favorite Podcasts. (1). internet. (6). McKinsey highlights. (1). Online Gaming. (1). sales and marketing. (10). Small and medium businesses. (2). software. (10). Venture Capital.

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Cracking The Code: New SaaS 13 Index: Welcome to LogMeIn.

Cracking the Code

It is intriguing to see the M&A dynamics in the space, highlighting the interest of tech companies for recurring revenue streams - even SAP announced in their analyst call earlier this month that they were moving from perpertual licenses to five year term licences. Portfolio. (3). ► 2012. (1). Europe Consumer. (1).

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Cracking The Code: Getting through the downturn: a few thoughts.

Cracking the Code

A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City. Fifteen CFOs participated - about half of them from Bessemer portfolio SaaS companies (Cornerstone On Demand, Intacct. Portfolio. (3). ► 2012. (1).