Tag: Quarterly Report

U.S. Economy: Software Industry Macroeconomics

After four consecutive quarters of accelerating growth in 2011, economic expansion in 2012 has not materialized, and the BEA has repeatedly issued downward revisions to previously released GDP growth numbers that were already anemic. This excerpt is from our complimentary Q3 2012 Software Industry Financial Report which can be downloaded

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Public Software/SaaS/Internet Company Stock Performance

Among SEG’s three tracking indices, the market performance of public companies comprising our SaaS Index far outshone their perpetual software and Internet counterparts. This excerpt is from our complimentary Q3 2012 Software Industry Financial Report which can be downloaded here:  https://softwareequity.com/research_reports.aspx Following sharp declines in the second quarter, each of

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Public Software Company Market Valuations and Financial Performance by Product Category

The following article is from Software Equity Group’s 2011 Q3 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx While median financial performance metrics are useful for assessing the overall health of the software industry and for comparisons to other economic sectors, a deeper

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Public Software as a Service (SaaS) Company Market Valuations

The following article is from Software Equity Group’s 2011 Q3 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx After dropping to a low of 3.1x median EV/Revenue in 3Q10, public SaaS company median EV/Revenue multiples have risen steadily, reaching a three year high

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Public Internet Company Market Valuations

The following article is from Software Equity Group’s 2011 Q3 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx The median EV/Revenue multiple for the 85 public companies comprising the SEG Internet Index was 2.6x in 3Q11, down 19% from the 3.2x posted in

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Public Internet Company Financial Performance

...growth disparities among public Internet providers abounded in Q3. This excerpt is from our complimentary Q3 2012 Software Industry Financial Report which can be downloaded here:  https://softwareequity.com/research_reports.aspx SEG Internet Index companies grew median TTM revenue an impressive 24.0% in 3Q12, up from 20.8% 3Q11 (Figure 19).  Among SEG’s three tracking

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Public Internet Company Market Valuations and Financial Performance by Product Category

The following article is from Software Equity Group’s 2011 Q3 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx Segmenting the public Internet companies comprising our SEG Internet Index into discrete product categories can provide valuable insight about market trends, sector health, product lifecycles,

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Public Software as a Service (SaaS) Financial Performance

The Great Recession and a sluggish recovery took their toll on SMBs, the market segment most responsible for the remarkable growth rates of many SaaS providers.  In response, SaaS growth rates plummeted.  After bottoming out at 13.7% in 2Q10, the SaaS median TTM revenue growth rate reversed course, inching up

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Public Software as a Service (SaaS) Company Market Valuations

The following article is from Software Equity Group’s 2011 Q2 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx In contrast to the flat quarter-over-quarter median EV/Revenue multiples of on-premise software companies, the median valuation of public SaaS providers soared to 5.2x EV/Revenue in

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2Q11 SaaS M&A Transactions

The following article is from Software Equity Group’s 2011 Q2 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx In 2Q11, 45 SaaS companies were acquired, compared to 39 in 1Q11 and 26 SaaS acquisitions in 4Q10.  The growing number of SaaS acquisitions is

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Software M&A Valuations – Q2 2011

The following article is from Software Equity Group’s 2011 Q2 Software Equity Industry Report.  A complimentary copy of the quarterly report can be downloaded here: https://softwareequity.com/research_reports.aspx The software industry’s benchmark median exit valuation grew to a median multiple of 2.7x TTM revenue in 2Q11 from 2.3x TTM revenue in 1Q10 (Figure

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1Q11 SaaS M&A Transactions

This excerpt is from our complimentary Q1 2011 Software Industry Equity Report which can be downloaded here:  https://softwareequity.com/research_reports.aspx In 1Q11, 39 SaaS companies were acquired, compared to 26 SaaS acquisitions in 4Q10 and 10 in 1Q10.  The spike in SaaS acquisitions demonstrates buyers are beginning to resonate with recent IT spending surveys

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Public Software as a Service (SaaS) Company Market Valuations

Ellie Mae is revolutionizing the mortgage industry with a SaaS based solution designed to address the litany of inefficiencies endemic to mortgage origination. This excerpt is from our complimentary Q3 2012 Software Industry Financial Report which can be downloaded here:  https://softwareequity.com/research_reports.aspx The median market valuation (EV/Revenue multiple) of the 29

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