SaaS Economics
SaaS Valuation Multiples: What Drives the Number
SaaS valuation multiples price growth durability, not current revenue. See how growth, NRR, gross margin, Rule of 40, and rates move the multiple.
#rule of 40
3 articles
Tech Business
How Palantir Makes Money: Government and AIP
Palantir's business model spans government and commercial AI platforms. See how a $4.48B, 82%-margin machine funds the AIP bet, read through the filings.
SaaS Economics
Rule of 40: What It Actually Tells You
The Rule of 40 SaaS metric forces growth and profit into one number. Read what a 42 actually tells you (and what it hides) through real 10-K filings.