Heading

Q2 2023Quarterly RevenueYOYGOperating IncomeNet Dollar RetentionOperating MarginCash EfficiencyRevenue/Burn
Mongo DBMDB$42440%-$49----12%$2.458.65x
DropboxDBX$6229%$57---9%profitableprofitable
ZuoraZUO$10810%-$18107%-17%$0.555.93x
DocusignDOCU$68710%$7---1%profitableprofitable
SmartSheetSMAR$23526%-$36121%-15%$1.366.53x
ZscalerZS---------------------
MomentivMNTV---------------------
PagerDutyPD$10719%-$26114%-24%$0.654.12x
Zoom VideoZM$1,1384%$177---16%profitableprofitable
FastlyFSLY$12220%-$49105%-40%$0.412.49x
CrowdstrikeCRWD$73137%-$15----2%$13.0748.73x
DynaTraceDT$33224%$34116%10%profitableprofitable
Health CatalystHCAT$734%-$34----46%$0.092.15x
Ping IdentityPING---------------------
DataDogDDOG$50925%-$22120%-4%$4.6823.14x
CloudflareNET$30832%-$56115%-18%$1.325.50x
Sprout SocialSPT$7930%-$14----18%$1.295.64x
Bill.comBILL$29665%-$440111%-149%$0.260.67x
ZoominfoZI$30815%$60104%19%profitableprofitable
SnowflakeSNOW$67436%-$285142%-42%$0.622.36x
Unity SoftwareU$53379%-$191----36%$1.242.79x
Sumo LogicSUMO---------------------
JfrogFROG$8425%-$19120%-23%$0.904.43x
PalantirPLTR$53313%$10---2%profitableprofitable
AsanaASAN$16221%-$73105%-45%$0.382.22x
DattoMSP---------------------
PubMaticPUBM$630%-$7100%-11%no growth9.00x
C3.aiAI$7211%-$74----103%$0.090.97x
CertaraCERT$9010%$13---14%profitableprofitable
QualtricsXM---------------------
ON24ONTF$42-13%-$15----36%no growth2.80x
ViantDSP$5712%-$5----9%$1.2011.40x
OloOLO$5522%-$21115%-38%$0.482.62x
DigitalOceanDOCN$16927%-$2104%-1%$24.00112.67x
SEMrushSEMR$7419%-$2112%-3%$5.2232.17x
UiPathPATH$28719%-$77121%-27%$0.583.73x
AlkamiALKT$6530%-$18----28%$0.833.61x
DoubleVerifyDV$13322%$15---11%profitableprofitable
SquareSpaceSQSP$24717%$36---15%profitableprofitable
ZipRecruiterZIP$170-29%$22---13%no growthprofitable
ProcorePCOR$22833%-$58----25%$0.973.93x
SprinklrCXM$17819%$5---3%profitableprofitable
Zeta GlobalZETA$17125%-$46----27%$0.743.72x
DoximityDOCS$10820%$29118%27%profitableprofitable
ConfluentCFLT$18936%-$119130%-63%$0.421.59x
SentinelOneS$14946%-$100115%-67%$0.471.49x
EverCommerceEVCM$1708%$298%1%profitableprofitable
CouchbaseBASE$4310%-$21115%-49%$0.192.05x
KalturaKLTR$445%-$10100%-22%$0.214.63x
Blend LabsBLND$42-35%-$36----86%no growth1.17x
MeridianLinkMLNK$753%$1---2%profitableprofitable
Powerschool HoldingsPWSC$17310%$10109%6%profitableprofitable
Fresh WorksFRSH$14520%-$43108%-30%$0.563.37x
Definitive HealthcareDH$6011%-$12----20%$0.505.00x
ForgeRockFORG---------------------
AmplitudeAMPL$6716%-$27108%-40%$0.332.48x
GitlabGTLB$13938%-$54124%-39%$0.702.57x
EnfusionENFN$4317%$2---6%profitableprofitable
avidxchangeAVDX$9120%-$20----22%$0.754.55x
InformaticaINFA$3761%-$5107%-1%$0.7570.94x
BackBlazeBLZE$2414%-$14121%-58%$0.221.73x
ExpensifyEXFY$39-9%-$10----24%no growth4.11x
WeaveWEAV$4220%-$1096%-24%$0.704.20x
BrazeBRZE$11534%-$35120%-30%$0.833.29x
UserTestingUSER---------------------
HashicorpHCP$14327%-$83124%-58%$0.361.72x
SamsaraIOT$21943%-$69----32%$0.963.17x
Klaviyo---$16450%$7$1194%profitableprofitable
MEDIAN$14419%-$17115%-21%$0.703.72x
Average$21319%-$31113%-22%------