Elastic Q2:

→ 20% ARR growth
→ CAC payback 22 mo
→ Strong efficiency: 25% FCF margins, Rule of 40 = 45

Still trades at 6x ARR. Why?

Watch the full episode here - https://youtu.be/GjYmntSFqv4

#SaaS #ARR #Valuation #TheSaaSReport

New SaaS Report is live 🚨

Elastic, Nutanix, Zscaler, GitLab, ServiceTitan & Figma Q2 breakdowns.

From multiples to CAC payback, here’s what the numbers are telling us about SaaS in 2025 -https://youtu.be/GjYmntSFqv4

#SaaS #Startups #Earnings #ARR #TheSaaSReport

Figma’s go-to-market motion is seriously efficient 

→ Q4 ’23 magic number = $1.13
→ Q2 ’24 = $1.52
→ Ranks 7th among 35+ SaaS companies we track

Elite efficiency heading into IPO.

Full breakdown → https://youtu.be/FiXtNHUpKAk

#Figma #SaaS #MagicNumber #IPO #TheSaaSReport

Figma’s S-1 just dropped - and the growth numbers are standout.

For the first time, we get a detailed look at how the business has performed over the past 9 quarters. 

Full breakdown here - https://youtu.be/FiXtNHUpKAk

#FigmaIPO #SaaS #S1Filing #ARR #Adobe #TheSaaSReport

Figma is finally going public. Adobe just dropped Q2 earnings. And we're breaking down SaaS performance by category.

A new episode of The SaaS Report is now live!

Watch the full episode on YouTube here: https://youtu.be/FiXtNHUpKAk

#SaaS #FigmaIPO #AdobeEarnings #TheSaaSReport

We track 40 public SaaS companies across 15 key metrics - from CAC payback to free cash flow margins.

It’s all in our State of SaaS Report, breaking down the real trends in public SaaS - https://www.send.co/a/draft-state-of-saas-report-q2-2025-FQjWkvqP

#TheSaaSReport