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 Internet Index – Travel 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 – Travel product category as shown in the SEG February 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 January, the Travel product category achieved a median EV/Revenue multiple of 3.9x, TTM Revenue Growth of 23.7%, and EBITDA Margin of 14.2%.  Notable companies outperforming their respective category include:

  • TravelZoo with a 6.2x EV/Revenue multiple
  • Ctrip with a 111.1% revenue growth
  • TravelZoo with a 38.9% EBITDA margin

SEG Internet Index – Travel, Internet, Travel, Public, Valuations, Financial Performance, Ctrip, Expedia, HomeAway, MakeMyTrip, Orbitz, Priceline, TravelZoo, TripAdvisor

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Social 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 – Social product category as shown in the SEG February 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 January, the Social product category achieved a median EV/Revenue multiple of 10.2x, TTM Revenue Growth of 58.4%, and EBITDA Margin of 11.2%.  Notable companies outperforming their respective category include:

  • Twitter with a 18.3x EV/Revenue multiple
  • YY with a 111.1% revenue growth
  • Facebook with a 49.6% EBITDA margin

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

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Services 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 – Services product category as shown in the SEG February 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 January, the Services product category achieved a median EV/Revenue multiple of 2.6x, TTM Revenue Growth of 30.4%, and EBITDA Margin of 6.4%.  Notable companies outperforming their respective category include:

  • Zillow with a 12.2x EV/Revenue multiple
  • LendingClub with a 130.6% revenue growth
  • Qihoo with a 24.7% EBITDA margin

SEG Internet Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angie’s List, Bankrate, Caronite, Care.com, Cimpress, Coupons.com, eHealth, Everday Health, CrubHub, LendingClub, LikeLock, Monster Worldwide, Qihoo, QuinStreet, Shutterfly, Tree.com, Trulia, Qix.com, Xcom, Zillow

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Search 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 – Search product category as shown in the SEG February 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 January, the Search product category achieved a median EV/Revenue multiple of 4.3x, TTM Revenue Growth of 21.7%, and EBITDA Margin of 34.3%.  Notable companies outperforming their respective category include:

  • com with a 10.0x EV/Revenue multiple
  • com with a 54.8% revenue growth
  • Yandex with a 38.6% EBITDA margin

SEG Internet Index – Search, Internet, Search, Public, Valuations, Financial Performance, Baidu.com, Google, InterActiveCorp, Yandex

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Infrastructure 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 – Infrastructure product category as shown in the SEG February 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 January, the Infrastructure product category achieved a median EV/Revenue multiple of 1.4x, TTM Revenue Growth of 7.2%, and EBITDA Margin of 5.1%.  Notable companies outperforming their respective category include:

  • VeriSign with a 6.5x EV/Revenue multiple
  • Rovi with a 32.4% revenue growth
  • VeriSign with a 61.6% EBITDA margin

SEG Internet Index – Infrastructure, Internet, Infrastructure, Public, Valuations, Financial Performance, 8x8, Akamai Technologies, Brightcove, BroadSoft, Digital River, Envivio, Hamonic, Interactive Intelligence, Limelight Networks, Mitel Networks, Polycom, Rovi, SeaChange International, Shore Tel, Sonus Networks, Synacor, Tucows, VeriSign

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Gaming 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 – Gaming product category as shown in the SEG February 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 January, the Gaming product category achieved a median EV/Revenue multiple of 3.0x, TTM Revenue Growth of 19.2%, and EBITDA Margin of 18.3%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 12.7x EV/Revenue multiple
  • Tencent Holdings with a 34.7% revenue growth
  • Netease with a 44.5% EBITDA margin

SEG Internet Index – Gaming, Internet, Gaming, Public, Valuations, Financial Performance, ChangYou.com, Giant Interactive, Netease, NCSoft, Pefect World, Schu.com, Tencent Holdings, Zynga