2Q14 Software / Saas M&A Deal Volume and Spending

August 22, 2014

This excerpt is from our complimentary 2Q14 Quarterly Software Industry Financial Report which can be downloaded here:  http://www.softwareequity.com/research_reports.aspxM&A Saas


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

August 11, 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 Software Index – Business Intelligence 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 Business Intelligence product category achieved a median EV/Revenue multiple of 3.4x, TTM Revenue Growth of 13.7%, and EBITDA Margin of 6.4%.  Notable companies outperforming their respective category include:

  • Tableau Software with a 15.8x EV/Revenue multiple
  • Tableau Software with a 86.6% revenue growth
  • Verisk with a 45.6% EBITDA margin

SEG Software Index – Business Intelligence, Software, Business Intelligence, Public, Valuations, Financial Performance, Actuarte Corporation, MicroStrategy Inc., Pegasystem Inc., Progress Software Copr., PROS Holdings, QIK Technologies, Varons Systems, Verisk, Tableau Software, Teradata


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

August 8, 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 Software Index – Billing and Service 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 Billing and Service Management product category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 4.8%, and EBITDA Margin of 18.4%.  Notable companies outperforming their respective category include:

  • Redknee Solutions with a 35.2x EV/Revenue multiple
  • Redknee Solutions with a 349.5% revenue growth
  • NeuStar, Inc. with a 38.4% EBITDA margin

SEG Software Index – Billing and Service Management, Software, Social, Public, Valuations, Financial Performance, Amdocs Limited, CSG Systems International, Evolving Systems, MIND CTI, NeuStar, Redknee, Synchronoss Technologies


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

August 7, 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 – Travel 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 Travel product category achieved a median EV/Revenue multiple of 6.5x, TTM Revenue Growth of 20.2%, and EBITDA Margin of 15.6%.  Notable companies outperforming their respective category include:

  • TripAdvisor Inc. with a 15.5x EV/Revenue multiple
  • Ctrip with a 31.7% revenue growth
  • Priceline with a 37.6% EBITDA margin

SEG Internet Index – Travel, Internet, Travel, Public, Valuations, Financial Performance


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

August 6, 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 – Social 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 Social product category achieved a median EV/Revenue multiple of 11.1x, TTM Revenue Growth of 62.4%, and EBITDA Margin of 9.9%.  Notable companies outperforming their respective category include:

  • Twitter, Inc. with a 27.7x EV/Revenue multiple
  • YY, Inc. with a 117.8% revenue growth
  • Facebook with a 52.3% EBITDA margin

SEG Software Index – Social, Internet, Social, Public, Valuations, Financial Performance, Facebook, LinkedIn, Mail.ru Group, Renren Inc., Twitter Inc., Yelp Inc., YY Inc.


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

August 5, 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 – Services 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 Services product category achieved a median EV/Revenue multiple of 3.3x, TTM Revenue Growth of 31.3%, and EBITDA Margin of 7.8%.  Notable companies outperforming their respective category include:

  • Zillow with a 23.7x EV/Revenue multiple
  • com Ltd. with a 88.5% revenue growth
  • Bankrate with a 23.6% EBITDA margin
  • SEG Internet Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angie’s List, Bankrate, Carbonite, Care.com, eHealth, Everyday Health, GrubHub, LifeLock, Monster Worldwide, Qihoo, Shutterfly, Tree.com, Trulia, VistaPrint, Wix.com, Xoom, Zillow

Selected M&A Deals for the Week of July 28, 2014 to August 3, 2014

August 4, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of July 28, 2014 to August 3, 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

Apple’s acquisition of Novel Projects, Inc.

YouTube’s acquisition of Twitch Interactive, Inc.

Zillow’s acquisition of Trulia, Inc.

Innodata’s acquisition of MediaMiser Ltd.

IBM’s acquisition of CrossIdeas

Oracle’s acquisition of TOA Technologies, Inc.

 

Weekly M&A deals, Software Equity Group


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