The period of time when your cash flow is negative, I refer to as the SaaS Cash Flow Trough: The graph above shows the trough for a single customer. What happens if we add 10 customers in month 1 ...

Snowflake (NYSE: SNOW), the data warehousing specialist, has traded like a typical software-as-a-service (SaaS) stock since ...

which the chart confirms. Companies in the yellow region are those that meet or exceed the Rule of 40 but do so thanks to their profitability (free cash flow as a percentage of revenue ...

cash flow and capital needs of businesses. Moreover, vertical SaaS smartly sidesteps the configuration challenges often associated with horizontal software. By delivering a product that aligns ...

Enter the Bessemer “Efficiency Score,” which measures a company’s efficiency by taking the sum total of a company’s percent growth + percent free cash flow (FCF) margin. This simple ...

The chart below shows the P/S multiple for Palantir and closely related SaaS businesses ... While Palantir has been free cash flow positive for 15 quarters in a row, they have only been ...

SaaS Revenue: $64.8 million in Q4 ... a year-over-year improvement of more than 240 basis points. Operating Cash Flow: $32.8 million in Q4, nearly $90 million for the full year.

While Information Services Group, Inc. may be only for patient investors due to near-term macroeconomic headwinds in certain sectors, I view the company as becoming a bigger SaaS play with the ...