Heading

Q3 2023Quarterly revenueYOYGOperating IncomeNet Dollar RetentionOperating MarginAnnualized EfficiencyRevenue/BurnLTM Efficiency
Mongo DBMDB$43330%-$45----10%$2.219.58x$1.70
DropboxDBX$6337%$131---21%profitableprofitableprofitable
ZuoraZUO$1109%-$9108%-8%$1.0212.48x$0.24
DocusignDOCU$7009%$20---3%profitableprofitableprofitable
SmartSheetSMAR$24623%-$35118%-14%$1.306.95x$1.26
ZscalerZS$49740%-$46120%-9%$3.0710.80x$2.68
MomentivMNTV------------------------
PagerDutyPD$10916%-$21110%-19%$0.715.19x$0.66
Zoom VideoZM$1,1363%$169---15%profitableprofitableprofitable
FastlyFSLY$12817%-$58110%-45%$0.332.21x$0.38
CrowdstrikeCRWD$78636%$3---0%profitableprofitable$8.81
DynaTraceDT$35226%$35114%10%profitableprofitableprofitable
Health CatalystHCAT$749%-$25----34%$0.242.96x$0.17
Ping IdentityPING------------------------
DataDogDDOG$54826%-$4120%-1%$26.67130.48x$4.67
CloudflareNET$33632%-$39116%-12%$2.108.62x$1.71
Sprout SocialSPT$8632%-$24----28%$0.873.56x$1.29
Bill.comBILL$30533%-$57----19%$1.325.35x$0.45
ZoominfoZI$3149%$63104%20%profitableprofitableprofitable
SnowflakeSNOW$73432%-$261135%-36%$0.682.81x$0.67
Unity SoftwareU$54468%-$127----23%$1.744.28x$1.04
Sumo LogicSUMO------------------------
JfrogFROG$8924%-$18119%-20%$0.944.94x$0.65
PalantirPLTR$55817%$40---7%profitableprofitableprofitable
AsanaASAN$16718%-$63105%-38%$0.412.65x$0.34
DattoMSP------------------------
PubMaticPUBM$640%-$197%-1%no growth112.08xprofitable
C3.aiAI$7314%-$79----108%$0.110.92x$0.08
CertaraCERT$861%-$53----62%$0.021.62x$0.25
QualtricsXM------------------------
ON24ONTF$39-19%-$14----36%no growth2.79xno growth
ViantDSP$6025%-$3----5%$4.0020.00x$1.59
OloOLO$5823%-$16119%-28%$0.693.63x$0.67
DigitalOceanDOCN$17716%$3596%20%profitableprofitable$7.06
SEMrushSEMR$7818%$3109%4%profitableprofitable$1.94
UiPathPATH$32624%-$56121%-17%$1.135.82x$1.13
AlkamiALKT$6828%-$16----24%$0.944.25x$1.04
DoubleVerifyDV$14429%$18---13%profitableprofitableprofitable
SquareSpaceSQSP$25718%$28---11%profitableprofitable$1.20
ZipRecruiterZIP$156-31%$33---21%no growthprofitableno growth
ProcorePCOR$24833%-$50----20%$1.244.96x$0.98
SprinklrCXM$18618%$13---7%profitableprofitableprofitable
Zeta GlobalZETA$18924%-$37----20%$1.005.11x$0.80
DoximityDOCS$11412%$34114%30%profitableprofitableprofitable
ConfluentCFLT$20032%-$108130%-54%$0.451.85x$0.38
SentinelOneS$16443%-$81115%-49%$0.602.02x$0.49
EverCommerceEVCM$17410%$697%4%profitableprofitable$63.60
CouchbaseBASE$4618%-$18115%-39%$0.392.54x$0.36
KalturaKLTR$447%-$8101%-19%$0.365.24xprofitable
Blend LabsBLND$40-27%-$36----89%no growth1.12xno growth
MeridianLinkMLNK$766%$4498%58%profitableprofitableprofitable
Powerschool HoldingsPWSC$18212%$12107%6%profitableprofitableprofitable
Fresh WorksFRSH$15419%-$39108%-25%$0.643.95x$0.53
Definitive HealthcareDH$6514%-$8----12%$1.008.13x$0.74
ForgeRockFORG------------------------
AmplitudeAMPL$7115%-$17105%-24%$0.534.18x$0.40
GitlabGTLB$15033%-$40128%-27%$0.933.75x$0.75
EnfusionENFN$4413%$3---6%profitableprofitableprofitable
avidxchangeAVDX$9921%-$10----10%$1.7710.31x$0.95
InformaticaINFA$40910%$32106%8%profitableprofitableprofitable
BackBlazeBLZE$2514%-$16108%-64%$0.191.56x$0.20
ExpensifyEXFY$36-14%-$15----41%no growth2.43xno growth
WeaveWEAV$4422%-$895%-18%$1.005.50x$0.86
BrazeBRZE$12433%-$35118%-28%$0.893.54x$0.83
UserTestingUSER------------------------
HashicorpHCP$14617%-$56119%-38%$0.382.61x$0.31
SamsaraIOT$23840%-$55----23%$1.244.33x$1.05
KlaviyoKVYO$17648%-$302119%-172%$0.190.58x$2.39
MEDIAN$15418%-$16112%-18%$0.914.21x$0.82
Average$22819%-$21112%-18%---------