[{"0":"","1":"Self-Serve SaaS","2":"Serviced SaaS","3":"CGES Index","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"title 1","14":"title 2 ","15":"title 3","16":"Subtitle"},{"0":"2024","1":"108%","2":"111%","3":"110%","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"Typically globally leading Enterprise SaaS companies expand their revenues from existing companies ~10-20% Y-o-Y ","14":"We believe this is a very critical metric to ascertain the anti-fragility of Enterprise SaaS businesses as it measures their growth endurance. ","15":"","16":"Revenue growth from existing customers - a measure of “Growth Endurance”."}]
[{"0":"","1":"Self-Serve SaaS","2":"Serviced SaaS","3":"CGES Index","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"title 1","14":"title 2","15":"title 3","16":"Subtitle"},{"0":"2024","1":"6.12","2":"14.68","3":"11.06","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"Due to its 'serviced' nature and adoption and integration of AI capabilities, the Serviced-SaaS models are showing higher revenue visibility compared to Self-SaaS' revenue visibility","14":"This is again a very critical metric for measuring anti-fragility as it measures innate sustainbility of the business model ","15":" ","16":"Basis outstanding signed contracts - measures “Innate Sustainability”."}]
[{"0":"","1":"Self-Serve SaaS","2":"Serviced SaaS","3":"CGES Index","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"title 1","14":"title 2","15":"title 3","16":"Subtitle"},{"0":"2023","1":"1.14","2":"1.20","3":"1.18","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"The Sales Efficiency Ratio (SER) denotes the dollar revenue generated per dollar of sales & marketing spend. ","14":"With the rise of AI, Self-Serve SaaS companies are experiencing growing commoditization, forcing them to spend more on branding and customer acquisition to drive new revenue.","15":"Serviced SaaS companies have maintained their SERs, as AI strengthens their value proposition, enabling more targeted selling and deeper differentiation. ","16":"Revenue generated for every dollar spent on sales & marketing. "},{"0":"2024","1":"0.94","2":"1.18","3":"1.07","4":null,"5":null,"6":null,"7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null}]
[{"0":"","1":"Self-Serve SaaS","2":"Serviced SaaS","3":"CGES Index","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"title 1","14":"title 2","15":"title 3","16":"SubTitle"},{"0":"2023","1":"0.74","2":"0.72","3":"0.73","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"","13":"For every dollar earned in revenue the Enterprise SaaS companies should spend <$1 to deliver that revenue","14":"2024, continued to demonstrate the ongoing cost discipline adopted by companies indicating improved industry wide unit economics.","15":"This metric further refines a measure of anti-fragility as it often is the best indicator of profitability","16":"A measure of “Profitability”. "},{"0":"2024","1":"0.69","2":"0.67","3":"0.68","4":null,"5":null,"6":null,"7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null}]
[{"0":"","1":"2023","2":"2024","3":"","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"title 1","13":"title 2","14":"title 3","15":"Subtitle","16":null},{"0":"Self-Serve SaaS","1":"21560","2":"28827","3":"","4":"","5":"","6":"","7":"","8":"","9":"","10":"","11":"","12":"Serviced SaaS companies are consistently showing an increase in ARPA, specifically related to better capabilities being offered as most of these large companies are adopting and building AI driven solutions at break-neck speed ","13":"","14":"","15":"An indicator of the “Impact-Scale” of the product.","16":null},{"0":"Serviced SaaS","1":"967794","2":"1155337","3":null,"4":null,"5":null,"6":null,"7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null},{"0":"CGES Index","1":"517206","2":"521675","3":null,"4":null,"5":null,"6":null,"7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null}]
[{"0":"","1":"2019","2":"2020","3":"2021","4":"2022","5":"2023","6":"2024","7":"","8":"","9":"","10":"","11":"","12":"","13":"title 1","14":"title 2","15":"title 3","16":"SubTitle"},{"0":"Self-Serve SaaS","1":"49.13%","2":"47.28%","3":"81.27%","4":"24.13%","5":"19.20%","6":"19.71%","7":"","8":"","9":"","10":"","11":"","12":"","13":"ARR growth across SaaS business models reveals a growing divergence in the impact of Artificial Intelligence (AI) ","14":"Self-Serve SaaS is facing AI-led commoditization, with core features becoming easier to replicate. This is leading to market disruption, pricing pressure and flattening growth post-2021.","15":"Serviced SaaS, on the other hand, is seeing AI act as a growth catalyst, enabling deeper insights, automation, and new revenue streams — driving a return to ARR momentum. ","16":"Measure of absolute growth in Annualized Recurring Revenue."},{"0":"Serviced SaaS","1":"35.05%","2":"23.28%","3":"47.43%","4":"18.84%","5":"10.97%","6":"19.86%","7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null},{"0":"CGES Index","1":"37.92%","2":"28.58%","3":"55.99%","4":"20.38%","5":"13.46%","6":"19.81%","7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null}]
[{"0":"","1":"2019","2":"2020","3":"2021","4":"2022","5":"2023","6":"2024","7":"","8":"","9":"","10":"","11":"","12":"","13":"title 1","14":"title 2","15":"title 3","16":"SubTitle"},{"0":"Self-Serve SaaS","1":"15.35","2":"25.59","3":"28.55","4":"9.39","5":"12.63","6":"12.33","7":"","8":"","9":"","10":"","11":"","12":"","13":"Given the corrections we have seen over the last few years pre & post pandemic, the average EV/ARR multiple have come back from the low levels of 2022 and is stabilising at ~13x with marginal improvement. ","14":"","15":"","16":"Enterprise Valuation as a multiple of the ARR. "},{"0":"Serviced SaaS","1":"12.98","2":"26.87","3":"21.76","4":"8.18","5":"11.93","6":"14.07","7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null},{"0":"CGES Index","1":"13.94","2":"26.38","3":"24.7","4":"8.7","5":"12.38","6":"13.26","7":null,"8":null,"9":null,"10":null,"11":null,"12":null,"13":null,"14":null,"15":null,"16":null}]