tech valuations
Featured Article
Welcome back to the SaaS bear market
Investors have sold off cloud stocks to the point where they are in bear-market territory when compared to 2023 peaks.
Several factors converged to help Instacart, Arm and Klaviyo to go public, but those trends have largely reversed — we may not see more IPOs for some time.
Cooling inflation in the US brings slight relief to tech valuations
New U.S. inflation data is augmenting tech stocks, helping shares of cloud companies reach prices they haven’t been close to for nearly a year.
As inflation slows, did we just see the bottom for tech stocks?
Slower rate increases would shift the calculus for investors, making assets like stocks — and tech stocks in particular — more attractive.
Featured Article
Maybe we were valuing software companies the wrong way all along
Call it the return of the P/E ratio, or the revenge of profits, but the days of the revenue multiple might be behind us. At least for now.
Featured Article
Most startups were overvalued before 2021, and now it’s causing problems
In a normalizing market like this one, once-inflated valuations can become a big problem, particularly for founders, employees and early investors.
The 2019-2022 share price parity allows us to determine if Okta is on the receiving end of a potentially unfair shellacking.
The era of ultra-rich software valuations could be behind us
Put simply: If the tech companies with the richest valuations were dragged closer to a 20x multiple, it would slash the worth of nearly every tech company, period.
Featured Article
Will rising interest rates scupper the startup surge?
Investor and entrepreneur Anshu Sharma — formerly a partner at Storm Ventures, now CEO of privacy-focused SkyFlow — asked on Twitter today about the connection between interest rates and technology valuations: Ignore the compliments; Sharma was merely trying to bait Jeff and me into engaging with his question. Which worked, as you can tell. Sharma…
