SEG’s 2012 Software Buyer Survey Results

SEG’s 2012 Software Industry Buyer Survey polled over 200 corporate development executives at the largest software companies around the world about their M&A plans, budgets and thinking for the year ahead.  Collectively, the companies responding to the survey consummated M&A transactions worth billions of dollars in 2011.

View the intriguing results here:  2012 Software Buyer Survey

SEG Publishes Its March 2012 Monthly Flash Report

Our complimentary March 2012 Flash Report assesses the financial and market performance of more than 250 publicly traded software, SaaS, and Internet companies, sorted by product category. The Report also highlights a selection of the most recent software M&A transactions.

Download the report by visiting: http://www.softwareequity.com/research_flash_reports.aspx

SEG-Software Index Networking/Network Performance Mgmt

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 Video Games product category as shown in the SEG December 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 December, the Networking/Network Performance Mgmt category achieved a median EV/Revenue multiple of 4.4x, TTM Revenue Growth of 20.5%, and EBITDA Margin of 22.8%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, SolarWinds Inc. and F5 Networks Inc. outperformed the category with multiples of 10.2x and 6.9x, respectively.
  2. On a TTM Revenue Growth basis, Allot Communications Ltd. and F5 Networks outperformed the category with a revenue of 37.6% and 30.6%, respectively.
  3. On a TTM EBITDA Margin basis, SolarWinds Inc. and F5 Networks outperformed this category with a margin of 47.4% and 32.3%.