$6.5B+ ARR Palantir
PalantirLong
Palantir $6.5B+ ARR
Source: SaaStr
11-30% only meet 40% threshold
MetricsMulti
Only 11-30% SaaS meet 40% threshold
Source: Averi
2024 outage incident
CrowdstrikeShort
July 2024 CrowdStrike outage
Source: encyclopedia
2026 guide $15.5B +20.5%
ServiceNowLong
ServiceNow 2026 guide $15.5B
Source: Fool
AI agents 2025
WorkdayLong
Workday AI agents 2025
Source: encyclopedia
AI agents control tower
ServiceNowLong
ServiceNow AI agents + control tower
Source: Fool
AI integration thesis
StrategyLong
AI integration drives premium
Source: SaaSrise
AI-native +40-80% premium
ValuationLong
AI-native commands 40-80% premium
Source: SaaSrise
ARPA average revenue per acct
MetricsMulti
ARPA - avg revenue per account
Source: SaaSmag
ARR Annual Recurring Revenue
MetricsLong
ARR - core SaaS top-line metric
Source: Holdings
ARR per employee
MetricsLong
ARR per employee leanness
Source: SaaSmag
Acrobat AI
AdobeMulti
Adobe Acrobat AI assistant
Source: encyclopedia
Adobe ADBE creative cloud
AdobeLong
Adobe ADBE creative cloud subscriptions
Source: encyclopedia
Anthropic OpenAI partners
ServiceNowLong
ServiceNow Anthropic + OpenAI partnerships
Source: Fool
Atlassian TEAM Jira Confluence
AtlassianMulti
Atlassian TEAM developer tools
Source: encyclopedia
Avoid declining NRR companies
StrategyShort
Avoid declining NRR <105%
Source: Averi
Azure +40% YoY data center
MicrosoftLong
Azure +40% AI workloads
Source: encyclopedia
Best S&P 500 2024
PalantirLong
Palantir best S&P 500 stock 2024
Source: Fool
Burn Multiple <1.5
MetricsLong
Burn multiple target <1.5 2026
Source: Techzeel
CAC Payback <12 months
MetricsLong
CAC payback target <12 months
Source: Techzeel
CLOU Cloud Computing Global X
StrategyLong
Global X CLOU cloud computing
Source: encyclopedia
Cloud migration push
AtlassianLong
Atlassian cloud migration shift
Source: encyclopedia
Cloud native pricing usage
DatadogMulti
Datadog usage-based pricing
Source: encyclopedia
Cloudflare NET edge CDN
CloudflareLong
Cloudflare NET edge CDN + security
Source: encyclopedia
Copilot M365 monetize AI
MicrosoftLong
Microsoft 365 Copilot AI add-on
Source: encyclopedia
Cortex AI native
SnowflakeLong
Snowflake Cortex AI native
Source: encyclopedia
CrowdStrike CRWD endpoint
CrowdstrikeLong
CrowdStrike CRWD endpoint security
Source: encyclopedia
Data Cloud (Snowflake-like)
SalesforceLong
Salesforce Data Cloud
Source: encyclopedia
Datadog DDOG observability
DatadogLong
Datadog DDOG cloud monitoring
Source: encyclopedia
Dolat Sprinklr customer exp
Vertical SaaSMulti
Sprinklr CXM customer experience
Source: encyclopedia
Doximity DOCS healthcare
Vertical SaaSLong
Doximity DOCS healthcare SaaS
Source: encyclopedia
Duo AI assistant
GitLabLong
GitLab Duo AI coding assistant
Source: encyclopedia
EverCommerce SMB
Vertical SaaSMulti
EverCommerce EVCM SMB SaaS
Source: encyclopedia
FY26 US Comm guide $3.224B
PalantirLong
FY26 US Commercial guide $3.224B 120% growth
Source: SaaStr
Falcon platform
CrowdstrikeLong
Falcon CrowdStrike platform
Source: encyclopedia
Figma rejected $20B
AdobeMulti
Adobe-Figma deal cancelled 2023
Source: encyclopedia
Firefly AI image gen
AdobeLong
Adobe Firefly AI image generation
Source: encyclopedia
Foundry + AIP enterprise
PalantirLong
Foundry + AIP enterprise AI operating layer
Source: SaaStr
GRR Gross Revenue Retention
MetricsMulti
GRR excludes expansion
Source: Holdings
GitHub Copilot Microsoft
GitHub MicrosoftLong
GitHub Copilot AI coding
Source: encyclopedia
GitLab GTLB DevSecOps
GitLabMulti
GitLab GTLB DevSecOps
Source: encyclopedia
Gross Margin 80%+
MetricsLong
SaaS gross margin 80%+ target
Source: Techzeel
IGV Software ETF iShares
StrategyLong
iShares IGV software ETF
Source: encyclopedia
IT/HR/customer workflows
ServiceNowLong
ServiceNow IT + HR + customer workflows
Source: Fool
LTV/CAC ratio 3-5x
MetricsLong
LTV/CAC 3-5x healthy
Source: Holdings
Logo churn vs revenue churn
MetricsMulti
Logo churn vs revenue churn distinct
Source: Holdings
Long established Rule of 40 winners
StrategyLong
Long established Rule of 40 winners
Source: SaaSrise
MRR Monthly Recurring Revenue
MetricsMulti
MRR - heartbeat of SaaS business
Source: Holdings
Magic Number sales efficiency
MetricsLong
Magic Number = ARR added / sales spend
Source: Holdings
Median EV/ARR ~6x 2025
ValuationMulti
Median EV/ARR ~6x 2025
Source: Aventis
Microsoft MSFT category leader
MicrosoftLong
Microsoft MSFT cloud + AI category leader
Source: encyclopedia
Multicloud Microsoft Google
OracleLong
Oracle multicloud MSFT GOOGL
Source: encyclopedia
NRR >120% best-in-class
MetricsLong
NRR >120% best-in-class 2026
Source: Techzeel
NRR Net Revenue Retention
MetricsLong
NRR most important SaaS metric
Source: Averi
NRR median 101% 2026 compressed
MetricsMulti
NRR median compressed to 101% 2026
Source: Averi
Net new ARR / sales rep
MetricsMulti
New ARR per rep efficiency
Source: encyclopedia
New logos Airbus Bain GE Stellantis
PalantirLong
New logos Airbus Bain GE Aerospace Stellantis
Source: SaaStr
OCI competing with hyperscalers
OracleLong
Oracle Cloud OCI competing
Source: encyclopedia
Olo dining
Vertical SaaSMulti
Olo OLO restaurant tech
Source: encyclopedia
OpenAI partnership stake
MicrosoftLong
Microsoft OpenAI deep partnership
Source: encyclopedia
Oracle ORCL cloud + AI
OracleLong
Oracle ORCL cloud + AI
Source: encyclopedia
Palantir PLTR Q1 2026 +85% YoY
PalantirLong
Palantir Q1 2026 +85% YoY
Source: SaaStr
Pandemic peak 18x+ 2021 anomaly
ValuationShort
2021 18x+ pandemic anomaly
Source: SaaSrise
Premium formula R40+NRR+AI
ValuationLong
R40>50 + NRR>120% + AI = 7-9x ARR
Source: SaaSrise
Private M&A ~4.5x median
ValuationMulti
Private SaaS M&A ~4.5x median
Source: Aventis
Private median $129K/employee
MetricsMulti
Private SaaS median $129K rev/employee 2025
Source: SaaSmag
Procore PCOR construction
Vertical SaaSLong
Procore PCOR construction SaaS
Source: encyclopedia
Public median $283K/employee
MetricsLong
Public SaaS median $283K rev/employee
Source: SaaSmag
Public ~5.1x EV/Revenue
ValuationMulti
Public SaaS ~5.1x EV/Revenue
Source: Aventis
Q1 2026 median 5.1-5.5x
ValuationMulti
Q1 2026 median dropped 5.1-5.5x
Source: SaaSrise
Q2 Holdings community banks
Vertical SaaSMulti
Q2 Holdings QTWO banking SaaS
Source: encyclopedia
Quick ratio expansion vs churn
MetricsMulti
Quick ratio = (new+exp) / (churn+contract)
Source: encyclopedia
RISE with SAP
SAPLong
RISE with SAP cloud migration
Source: encyclopedia
Rovo AI Atlassian
AtlassianLong
Atlassian Rovo AI search/agents
Source: encyclopedia
Rule of 40 = 145% Karp
PalantirLong
Palantir Rule of 40 = 145% only matched AI infra
Source: SaaStr
Rule of 40 >50 premium 2026
MetricsLong
Rule of 40 >50 premium valuation 2026
Source: SaaSrise
Rule of 40 >60 = 2-3x val premium
MetricsLong
Score >60 = 2-3x higher valuations
Source: Averi
Rule of 40 growth + margin
MetricsLong
Rule of 40 = growth% + margin%
Source: Fiscallion
S/4HANA cloud
SAPLong
S/4HANA cloud edition
Source: encyclopedia
SAP cloud transformation
SAPMulti
SAP cloud ERP transformation
Source: encyclopedia
SaaSpocalypse 2022 reset
ValuationShort
SaaSpocalypse 2022 multiple reset
Source: SaaSrise
Salesforce CRM Agentforce
SalesforceLong
Salesforce Agentforce AI agents
Source: encyclopedia
ServiceNow NOW $13.3B 2026 +21%
ServiceNowLong
ServiceNow NOW $13.3B revenue +21% 2026
Source: Fool
Shopify SHOP commerce
ShopifyLong
Shopify SHOP e-commerce platform
Source: Fool
Slack acquired 2021
SalesforceMulti
Slack acquired by Salesforce 2021
Source: encyclopedia
Snowflake SNOW data cloud
SnowflakeLong
Snowflake SNOW data cloud platform
Source: encyclopedia
Streamlit acquired
SnowflakeMulti
Streamlit acquired by Snowflake
Source: encyclopedia
T2D3 triple triple double double
MetricsMulti
T2D3 - triple triple double double double
Source: Techzeel
Tableau acquired 2019
SalesforceMulti
Tableau acquired by Salesforce 2019
Source: encyclopedia
Take rate + subscription model
ShopifyMulti
Shopify hybrid subscription + take rate
Source: encyclopedia
Take-private PE opportunity
StrategyMulti
Take-private PE opportunities post-correction
Source: SaaSrise
Toast TOST restaurants
Vertical SaaSLong
Toast TOST restaurant POS
Source: encyclopedia
Top quartile $369K/employee
MetricsLong
Top quartile $369K/employee
Source: SaaSmag
Top quartile private >8.1x
ValuationMulti
Top quartile private >8.1x
Source: Aventis
US Commercial $595M Q1 +133%
PalantirLong
US Commercial $595M Q1 +133% YoY
Source: SaaStr
Veeva Systems VEEV biotech
Vertical SaaSLong
Veeva Systems VEEV pharma cloud
Source: encyclopedia
Vertical SaaS theme
Vertical SaaSLong
Vertical SaaS - industry-specific software
Source: encyclopedia
WCLD Cloud Computing ETF
StrategyLong
WCLD WisdomTree cloud computing ETF
Source: encyclopedia
Workday WDAY HR/Finance
WorkdayLong
Workday WDAY HR + Finance suite
Source: encyclopedia
Workers AI inference edge
CloudflareLong
Cloudflare Workers AI inference
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.