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


Software Equity Group’s Client, MediaMiser, Acquired by Innodata

August 4, 2014

SAN DIEGO, CA –July 29, 2014. Software Equity Group, LLC (SEG) announced today its client, MediaMiser Ltd., a leading provider of SaaS-based traditional and social media monitoring services, has been acquired by Innodata (NASDAQ:INOD), a leading provider of business process, information technology and professional services and solutions to publishers, information providers, and other enterprises that are focused on digital enablement.

MediaMiser uses proprietary technology to monitor, aggregate, analyze and share content from more than 200,000 sources across social, traditional and digital media to provide detailed analysis reports and daily briefings to its customers, which include several Fortune 500 companies and Canadian government institutions as well as small- and medium-sized businesses.

“We are excited to be welcoming the MediaMiser team to Innodata,” said Jack Abuhoff, Chairman and CEO of Innodata. “MediaMiser has done a great job harnessing the latest technologies to develop a sophisticated and complete solution for turning large amounts of information into actionable knowledge and has succeeded in building multiple relationships of trust with leading brands. We think it is well-positioned to compete in a rapidly expanding market.”

Brett Serjeantson, CEO of MediaMiser, added, “The opportunity to leverage Innodata’s technology and content management capabilities is exactly what we need at this juncture to accelerate our growth and enhance our offerings for new and existing clients. We are extremely enthusiastic about becoming part of the Innodata team.”

Innodata, MediaMiser, Software Equity Group, M&A Deal


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

August 4, 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 – Infrastructure 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 Infrastructure product category achieved a median EV/Revenue multiple of 31.2x, TTM Revenue Growth of 11.0%, and EBITDA Margin of 6.4%.  Notable companies outperforming their respective category include:

  • Akamai Technologies, Inc. with a 6.5x EV/Revenue multiple
  • Envivio, Inc. with a 33.2% revenue growth
  • VeriSign with a 61.0% EBITDA marginSEG Internet Index - Infrastructure, Internet, Infrastructure, Public, Valuations, Financial Performance, 8x8 Inc., Akamai  Tehcnologies, Brightcove Inc., BroadSoft Inc., Digital River Inc., Envivio Inc., Harmonic Inc., Interactive Intelligence Inc., Limelight Networks, Mitel Networks, Polycom, Ravi Corp., SeaChange International, ShoreTel, Sonus Networks, Synacor, Tucows Inc., VeriSign

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


Selected M&A Deals for the Week of July 14, 2014 to July 20, 2014

July 21, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of July 14, 2014 to July 20, 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:

LinkedIn’s acquisition of Newsle Inc.

Comcast Corporation’s acquisition of PowerCloud Systems, Inc.

Highjump Software, Inc.’s acquisition of Atlas Products

Zillow, Inc.’s acquisition of Retsly Software, Inc.

NetSuite Inc.’s acquisition of Venda, Inc.

Twitter, Inc.’s acquisition of CardSpring Inc.

 

M&A Transactions


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – CRM & Marketing Product Category

July 21, 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 – CRM & Marketing 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 CRM & Marketing product category achieved a median EV/Revenue multiple of 2.9x, TTM Revenue Growth of 30.2%, and EBITDA Margin of -0.7%.  Notable companies outperforming their respective category include:

  • Salesforce.com with a 8.4x EV/Revenue multiple
  • Marketo with a 64.5% revenue growth
  • Constant Contact with a 10.3% EBITDA margin

SEG SaaS Index – CRM & Marketing Product Category, SaaS, CRM & Marketing Product Category, Public, Valuations, Financial Performance, Bazzarvoice, Constant Contact, Cvent, LivePerson, Marketo, Marin Software, Salesforce.com


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

July 17, 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 June 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 May, the Travel product category achieved a median EV/Revenue multiple of 5.2x, TTM Revenue Growth of 20.2%, and EBITDA Margin of 15.6%.  Notable companies outperforming their respective category include:

  • TripAdvisor, Inc. with a 13.8x 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, Ctrip, Expedia, HomeAway, MakeMyTrip, Orbitz, Priceline, Travelzoo, TripAdvisor Inc.


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

July 16, 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 June 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 May, the Social product category achieved a median EV/Revenue multiple of 10.3x, TTM Revenue Growth of 62.4%, and EBITDA Margin of 9.9%.  Notable companies outperforming their respective category include:

  • Twitter, Inc. with a 21.4x 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, Renren Inc., Mail.ru Group, Twitter, Yelp, YY Inc.


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

July 15, 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 June 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 May, the Services product category achieved a median EV/Revenue multiple of 3.2x, TTM Revenue Growth of 31.3%, and EBITDA Margin of 7.8%.  Notable companies outperforming their respective category include:

  • Zillow with a 19.4x EV/Revenue multiple
  • Qihoo with a 123.6% revenue growth
  • Bankrate with a 23.6% EBITDA margin

SEG Software Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angie’s List, Bankrate, Cartonite, Care.com, eHealth, Everyday Health, GruHub, LifeLock, Monster Worldwide, Qihoo, Shutterfly, Tree.com, Trulia, VistaPrint, Wix.com, Xoom, Zillow


Selected M&A Deals for the Week of July 7, 2014 to July 13, 2014

July 14, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of July 7, 2014 to July 13, 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:

  • Vista Equity Partners acquisition of Social Solutions, Inc.
  • Bloomberg, Inc.’s acquisition of RTS Realtime Systems AG
  • ServiceNow, Inc.’s acquisition of Neebula Systems Ltd.
  • Salesforce.com, Inc.’s acquisition of RelatIQ, Inc.
  • Microsoft Corporation’s acquisition of InMage Systems, Inc.
  • HgCapital’s acquisition of Sequel Business Solutions Limited

20170713.Weekly M&A Deals.PE


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

July 14, 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 – Infrastructure product category as shown in the SEG June 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 May, the Infrastructure product category achieved a median EV/Revenue multiple of 1.4x, TTM Revenue Growth of 11.0%, and EBITDA Margin of 6.4%.  Notable companies outperforming their respective category include:

  • Verisign with a 6.4x EV/Revenue multiple
  • Envivio, Inc. with a 33.2% revenue growth
  • Verisign with a 61.0% EBITDA margin

SEG Internet Index - Infrastructure, Internet, Infrastructure, Public, Valuations, Financial Performance, 8x8 Inc., Akamai Technologies Inc., Brightcove Inc., BroadSoft Inc., Digital River Inc., Envivio Inc., Hamoric Inc., Interactive Intelligence Inc., Limelight Networks, Mitel Networks, Polycom Inc., Rovi Corp., SeaChange International, ShoreTel, Sonus Networks, Synacore, Tucows, Verisign


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

July 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 Internet Index – Gaming product category as shown in the SEG June 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 May, the Gaming product category achieved a median EV/Revenue multiple of 3.3x, TTM Revenue Growth of 11.9%, and EBITDA Margin of 30.2%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 12.0x EV/Revenue multiple
  • Tencent Holdings with a 36.6% revenue growth
  • Giant Interactive with a 65.5% EBITDA margin

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


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

July 10, 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 June 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 May, the Content & Media product category achieved a median EV/Revenue multiple of 3.3x, TTM Revenue Growth of 9.5%, and EBITDA Margin of 11.7%.  Notable companies outperforming their respective category include:

  • Shutterstock, Inc. with a 8.1x EV/Revenue multiple
  • YouKu with a 57.4% revenue growth
  • InterActiveCorp with a 17.5% EBITDA margin

SEG Internet Index – Content & Media, Internet, Content & Media, Public, Valuations, Financial Performance, AOL Inc., DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, TheStreet.com, WebMD Health Corp, XO Group, Yahoo! Inc., Youku


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

July 9, 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 June 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 May, 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:

  • 58.com Inc. with a 17.3x EV/Revenue multiple
  • 58.com Inc. with a 86.4% revenue growth
  • eBay, Inc. with a 29.6% EBITDA margin

SEG Internet Index - Commerce, Internet, Commerce, Public, Valuations, Financial Performance, 1-800-FLOWERS.com, 50.com, Amazon.com, Bitauto Holdings, BlueNile, Chegg Inc., DanyDang, Digital River, eBay, 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 Product Category

July 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 Internet Index – Ad Tech product category as shown in the SEG June 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 May, the Ad Tech product category achieved a median EV/Revenue multiple of 2.4x, TTM Revenue Growth of 27.5%, and EBITDA Margin of 6.7%.  Notable companies outperforming their respective category include:

  • LinkedIn with a 10.3x EV/Revenue multiple
  • Rocket Fuel, Inc. with a 115.9% revenue growth
  • Baidu.com, Inc. with a 40.6% EBITDA margin

SEG Internet Index – Ad Tech, Internet, Ad Tech, Public, Valuations, Financial Performance, Angie’s List, Baidu.com, Bankrate, Critea SA, Conversant, Coupons.com, Google, Groupon, InterActiveCorp, LinkedIn, Marches, QuinStreet, ReachLocal, Rocket Fuel, The Rubicon Project, SINA Corp., SINA Corporation, Sohu.com, Tree.com, Tremor, Yandex, YuMe


1Q14 SaaS M&A Transactions

July 8, 2014

This excerpt is from our complimentary 1Q14 Quarterly Software Industry Financial Report which can be downloaded here:  http://www.softwareequity.com/research_reports.aspx

1Q14_Software_Industry_Financial_Report_Page_53 1Q14_Software_Industry_Financial_Report_Page_54 1Q14_Software_Industry_Financial_Report_Page_55


Selected M&A Deals for the Week of June30, 2014 to July 6, 2014

July 7, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of June 30, 2014 to July 6, 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:

  • Twitter Inc.’s acquisition of TapCommerce Inc.
  • Accela Inc.’s acquisition of Kinsail Corporation
  • Marlin Equity Partners acquisition of Longview Solutions, Inc.
  • Google Inc.’s acquisition of Songza Media Inc.
  • Dropbox Inc.’s acquisition of Predictive Edge
  • Facebook Inc.’s acquisition of LiveRail Inc.
  • Microsoft Corp.’s acquisition of SyntaxTree SARL

M&A Deals, Software Equity Group


Software Industry M&A Market Update

July 7, 2014

This excerpt is from our complimentary 1Q14 Quarterly Software Industry Financial Report which can be downloaded here:  http://www.softwareequity.com/research_reports.aspx

1Q14_Software_Industry_Financial_Report_Page_451Q14_Software_Industry_Financial_Report_Page_461Q14_Software_Industry_Financial_Report_Page_471Q14_Software_Industry_Financial_Report_Page_481Q14_Software_Industry_Financial_Report_Page_491Q14_Software_Industry_Financial_Report_Page_501Q14_Software_Industry_Financial_Report_Page_51


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

July 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 SaaS Index – Other Public SaaS Companies product category as shown in the SEG June 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 May, the Other Public SaaS Companies product category achieved a median EV/Revenue multiple of 5.3x, TTM Revenue Growth of 28.5%, and EBITDA Margin of -13.9%.  Notable companies outperforming their respective category include:

  • FireEye, Inc. with a 20.2x EV/Revenue multiple
  • FireEye, Inc. with a 111.5% revenue growth
  • J2Global with a 42.2% EBITDA margin

SEG SaaS Index – Other Public SaaS Companies, SaaS, Other Public SaaS Companies, Public, Valuations, Financial Performance, Benefitfocus, ChannelAdvisors, Concur, Covisit Corp, Demandware, FireEye, InContact, IntraLinks Holdings, J2 Global, Jive Software, Liquid Holdings Group, OpenTable, Qualys, Rally Software Development, RingCentral, Service-Now, TrueCar, Zendesk, Zix Corporation


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