SEG Publishes Q2 2015 Software Industry Financial Report

Pages from Software_Industry_Financial_Report_2Q15

Software Equity Group’s complimentary 2Q15 Software Industry Financial Report is available for download. Our 2Q15 Report provides the facts, data and insight you need to keep your finger on the software industry’s pulse.  We’ve assessed how public software, Internet and SaaS companies performed in Q2; how they’ve performed amid the current macro environment and technological disruptions driven by mobile and cloud computing and how their stock prices and market valuations have responded.  Our 2Q15 Report also measures M&A deal volume and exit valuations overall and by software product category.  Our goal is to provide timely information and insight about the financial health, market performance, and acquisition activity of the software industry’s key players and product sectors.

Software Equity Group’s Quarterly and Monthly Reports are widely recognized as the best way to keep your finger on the financial pulse of the software industry.  As testament, our reports are now read and relied upon by more than 70K+ software industry executives, entrepreneurs, venture capitalists, private equity investors and professional advisors in 70+ countries around the globe. Shouldn’t you know what they know?

To obtain your complimentary copy, please click here.

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Engineering & PLM Product Category

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 – Engineering & PLM 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 Engineering & PLM product category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 8.7%, and EBITDA Margin of 21.4%.  Notable companies outperforming their respective category include:

  • Aspen Technology with a 8.6x EV/Revenue multiple
  • Stratasys with a 43.4% revenue growth
  • ANSYS with a 46.0% EBITDA margin

Monthly Report:  SEG Software Index – Engineering & PLM, Engineering & PLM, Public, Valuations, Financial Performance, ANSYS, Aspen Technology, Autodesk, Cadence Design Systems, Dassault Systemes, GSE Systems, Mentor Graphics, Parametric Technology, PDF Solutions, Stratasys, Synopsys

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

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 – Development Platforms 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 Development Platforms product category achieved a median EV/Revenue multiple of 2.4x, TTM Revenue Growth of 7.2%, and EBITDA Margin of 18.9%.  Notable companies outperforming their respective category include:

  • Red Hat with a 7.3x EV/Revenue multiple
  • Magic Software Enterprises with a 7.3% revenue growth
  • Software AG with a 26.1% EBITDA margin

Monthly Report:  SEG Software Index – Development Platforms, Development Platforms, Public, Valuations, Financial Performance, BSQUARE, Magic Software Enterprises, Progress Software, Red Hat, Software AG

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

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 7.6%, and EBITDA Margin of 27.1%.  Notable companies outperforming their respective category include:

  • Synchronoss Technologies with a 3.9x EV/Revenue multiple
  • MIND C.T.I. with a 26.8% revenue growth
  • NeuStar with a 38.6% EBITDA margin

Monthly Report:  SEG Software Index – Billing and Service Management, Billing and Service Management, Public, Valuations, Financial Performance, Amdocs Limited, CSG Systems International, Evolving Systems, MIND C.T.I., NeuStar, Redknee Solutions, Synchronoss Technologies

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

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 4.0x, TTM Revenue Growth of 10.0%, and EBITDA Margin of 15.2%.  Notable companies outperforming their respective category include:

  • Splunk with a 16.1x EV/Revenue multiple
  • Varonis Systems with a 34.5% revenue growth
  • Verisk with a 46.1% EBITDA margin

Monthly Report:  SEG Software Index – Business Intelligence, Billing Business Intelligence, Public, Valuations, Financial Performance, Fair Isaac, Informatica, MicroStrategy, Pegasystems, Progress Software, PROS Holdings, Qlik Technologies, Software AG, Splunk, Teradata, Varonis Systems, Verisk

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

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 2.9x, TTM Revenue Growth of 10.0%, and EBITDA Margin of 10.9%.  Notable companies outperforming their respective category include:

  • Yahoo! with a 7.0x EV/Revenue multiple
  • Youku with a 37.9% revenue growth
  • WebMD Health with a 20.4% EBITDA margin

Monthly Report:  SEG Internet Index – Content & Media, Content & Media, Public, Valuations, Financial Performance, DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, SINA, TheStreet.com, WebMD Health, XO Group, Xunlei, Yahoo!, Youku