The Q4 "State of SaaS" Report

I Analysed 30 SaaS Giants for 43 Hours – Here’s What I Found

After spending 43 hours deep-diving into the 10-Ks and Q4 reports of 30 of the world’s top public SaaS companies—including Salesforce, Hubspot, Palantir, and Workday—I uncovered 3 key trends shaping the future of SaaS:

🚨 Slowing Growth
📉 Flat Efficiency Gains (FCF & Op Margins)
🛑 Declining GTM Efficiency

In this video, I break down the data behind each of these insights, covering 15 core SaaS metrics like CAC Payback, ARR per Employee, FCF Margins, and the Rule of X. You’ll also hear which companies are bucking the trend and continuing to thrive—and which ones are falling behind.

If you’re in SaaS, RevOps, or GTM—this is must-know info.

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