Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Gaming Product Category

August 1, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Gaming product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of June, the Gaming product category achieved a median EV/Revenue multiple of 3.4x, TTM Revenue Growth of 11.9%, and EBITDA Margin of 30.2%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 13.0x EV/Revenue multiple
  • Tencent Holdings with a 36.6% revenue growth
  • Giant Interactive with a 65.5% EBITDA margin

SEG Internet Index - Gaming, Internet, Gaming, Public, Valuations, Financial Performance, ChangYou.com, Giant Interactive, Netease, NCSoft, Perfect World, Sohu.com, Tencent Holdings, Zynga


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Content & Media Product Category

July 31, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Content & Media product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of June, the Content & Media product category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 9.5%, and EBITDA Margin of 13.9%.  Notable companies outperforming their respective category include:

  • Shutterstock, Inc. with a 10.5x EV/Revenue multiple
  • Youku with a 57.4% revenue growth
  • Yahoo! Inc. with a 23.9% EBITDA margin

20140731.Internet.content & Media


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Commerce Product Category

July 30, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Commerce product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of June, the Commerce product category achieved a median EV/Revenue multiple of 0.9x, TTM Revenue Growth of 15.0%, and EBITDA Margin of 7.9%.  Notable companies outperforming their respective category include:

  • com, Inc. with a 24.0x EV/Revenue multiple
  • com, Inc. with a 86.4% revenue growth
  • Mercadolibre, Inc. with a 35.4% EBITDA margin

SEG Internet Index – Commerce, Internet, Commerce, Public, Valuations, Financial Performance,1-800-FLOWERS.com, 50.com Inc., Amazon.com, Bitauto Holdings, BlueNile, Chegg Inc., DangDang, Digital River Inc., eBay Inc., GeekNet, Liquidity Services, Mecox Lane Ltd., Mercadolibre, Overstock.com, PetMed Express, Stamps.com


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Ad Tech and Lead Generation Product Category

July 29, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Ad Tech and Lead Generation product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of June, the Ad Tech and Lead Generation product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 27.5%, and EBITDA Margin of 6.7%.  Notable companies outperforming their respective category include:

  • LinkedIn with a 11.1x EV/Revenue multiple
  • Rocket Fuel, Inc. with a 115.9% revenue growth
  • com, Inc. with a 40.5% EBITDA marginSEG Internet Index – Ad Tech and Lead Generation, Internet, Ad Tech and Lead Generation, Public, Valuations, Financial Performance, Angie’s List, Baidu.com, Bankrate, Citeo, Conversant, Coupons.com, Google Inc., InterActiveCorp, LinkedIn, Marchex Inc., QuinStreet, ReachLocal, Rocket Fuel, The Rubicon Project, SINA Corp., Sohu.com, Tree.com, Tremor Inc., Yandex, YuMe

Selected M&A Deals for the Week of July 21, 2014 to July 27, 2014

July 28, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of July 21, 2014 to July 27, 2014. For a comprehensive analysis of software industry mergers and acquisitions and public software company financial performance you can download our research reports by visiting http://www.softwareequity.com/research_reports.aspx.

Notable transactions for the week include:

Yahoo’s acquisition of Flurry, Inc.

LinkedIn’s acquisition of Bizo, Inc.

Google’s acquisition of drawElements Ltd.

PTC’s acquisition of Axeda Corporation

Google’s acquisition of Twitch Interactive, Inc.

 

20140727.Weekly M&A Deals.PE


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Workforce Management Product Category

July 28, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – Workforce Management product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of June, the Workforce Management product category achieved a median EV/Revenue multiple of 8.8x, TTM Revenue Growth of 23.2%, and EBITDA Margin of -1.7%.  Notable companies outperforming their respective category include:

  • Workday, Inc. with a 28.4x EV/Revenue multiple
  • Workday, Inc. with a 74.1% revenue growth
  • The Ultimate Software Group, Inc. with a 14.6% EBITDA margin

SEG SaaS Index – SEG SaaS Index – Workforce Management, SaaS, Workforce Management Product Category, Public, Valuations, Financial Performance, Callidus Software, Cornerstone OnDemand, Halogen Software, Paycom Software, Paylocity Holding, Ultimate Software Group, Workday Inc.


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Vertically Focused Product Category

July 23, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – Vertically Focused product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of June, the Vertically Focused product category achieved a median EV/Revenue multiple of 7.6x, TTM Revenue Growth of 28.1%, and EBITDA Margin of 8.9%.  Notable companies outperforming their respective category include:

  • Castlight Health, Inc. with a 58.7x EV/Revenue multiple
  • OPOWER, Inc. with a 64.2% revenue growth
  • Ebix, Inc. with a 36.6% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance, 2U Inc., Athenahealth, Castlight Health, DealerTrack, Ebix Inc., Ellie Mae, Medidata Solutions, OPOWER Inc., Q2 Holdings, RealPage, The Rubicon Project, Textura Corp., Veeva Systems


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