Welcome to Episode 26 of The SaaS Report!In this episode, Matt Aird breaks down the latest quarterly results from Palo Alto Networks, Sprout Social, and SimilarWeb, before diving into why he believes Monday.com is significantly undervalued after its 40%+ share price decline.We’ll look at key SaaS metrics - ARR growth, CAC payback, Rule of 40, operating margins - and compare Monday.com’s performance against other leading SaaS companies like Procore, GitLab, MongoDB, and HubSpot.If you’re an operator, investor, or just curious about where SaaS is heading, this episode has the insights you need.📌 Chapters: 00:00 – Intro 00:58 – Episode overview 01:29 – Palo Alto Networks Q2 breakdown 02:26 – Palo Alto efficiency & SaaS metrics 02:58 – Sprout Social Q2 results 03:32 – Growth challenges & CAC payback 04:07 – Sprout Social margins & valuation 04:23 – SimilarWeb introduction 05:00 – SimilarWeb growth & challenges 05:38 – Business efficiency concerns 06:09 – Monday.com share price decline explained 07:03 – Google search & AI impacts 08:10 – Revenue guidance concerns 09:04 – Competing with AI-native SaaS for investor attention 09:57 – Why Monday.com is undervalued 10:31 – Comparing Monday to Procore 10:54 – Comparing Monday to GitLab 11:10 – Comparing Monday to MongoDB 11:33 – Comparing Monday to HubSpot 12:07 – SaaS metrics comparison (growth, CAC, FCF margins) 12:22 – Why Monday looks oversold 12:40 – Figma IPO fun fact & wrap-up

Ver todos los episodios