#GrowthEfficiency
Applovin just dropped one of the cleanest quarterly reports we’ve ever seen.

Full breakdown in the video 👇

#SaaS #EarningsSeason #Applovin #PublicMarkets #TechStocks #GrowthEfficiency #RuleOf40 #StartupFinance
May 26, 2025 at 12:03 AM
CAC Payback: Who Spent More Efficiently?

Salesforce: 18 mo avg
HubSpot: 23 mo avg

Only edge for HubSpot?
2020–21 boom.

Want the full breakdown? Click here - https://youtu.be/WnqK4Vd4kFo

#SaaSMetrics #CACPayback #GrowthEfficiency #Salesforce #HubSpot
July 29, 2025 at 5:01 AM
Growth and free cash flow?
Palantir is one of the only 2020 IPOs pulling off both.

Their Rule of 40 score hit 91 last quarter.
The median for the cohort? Just 23.

Valuation follows efficiency.

Full vid here - https://youtu.be/kKdAXeoRLCg

#SaaS #Palantir #RuleOf40 #GrowthEfficiency
August 7, 2025 at 2:03 AM