Heading

2024 ($mm's)Ticker2024 Revenue2023 Revenue2022 Revenue2024 S&M Spend2023 S&M Spend2022 S&M Spend2024 S&M % of Rev2023 S&M % of Rev2022 S&M % of Rev2024 Growth
Mongo DBMDB$2,006$1,683$1,284$871$782$69943%46%54%19%
DropboxDBX$2,548$2,501$2,324$461$466$40918%19%18%2%
ZuoraZUO$431$431$396$166$166$17339%39%44%0%
DocusignDOCU$2,977$2,761$2,515$1,161$1,168$1,24239%42%49%8%
SmartSheetSMAR---$958$766---$510$479---53%63%---
ZscalerZS$2,167$1,616$1,090$1,100$953$73551%59%67%34%
MomentivMNTV------------------------------
PagerDutyPD$467$430$370$202$196$19543%46%53%9%
Zoom VideoZM$4,665$4,527$4,392$1,427$1,541$1,69631%34%39%3%
FastlyFSLY$544$505$432$199$191$17937%38%41%8%
CrowdstrikeCRWD$3,953$3,055$2,241$1,523$1,140$90439%37%40%29%
DynaTraceDT$1,430$1,430$1,158$534$534$44837%37%39%0%
Health CatalystHCAT$307$295$276$54$67$8718%23%32%4%
Ping IdentityPING------------------------------
DataDogDDOG$2,684$2,128$1,675$757$609$49528%29%30%26%
CloudflareNET$1,670$1,296$975$746$599$46545%46%48%29%
Sprout SocialSPT$406$333$253$184$168$12345%50%49%22%
Bill.comBILL$1,290$1,058$641$478$515$30737%49%48%22%
ZoominfoZI$1,214$1,240$1,098$414$406$37934%33%35%-2%
SnowflakeSNOW$3,626$2,806$2,066$1,672$1,392$1,10746%50%54%29%
Unity SoftwareU$1,813$2,187$1,391$753$835$49842%38%36%-17%
Sumo LogicSUMO------$300------$153------51%---
JfrogFROG$428$350$280$190$151$13144%43%47%22%
PalantirPLTR$2,866$2,225$1,906$888$745$70331%33%37%29%
AsanaASAN$723$653$547$419$392$43558%60%79%11%
DattoMSP------------------------------
PubMaticPUBM$291$267$256$95$83$6933%31%27%9%
C3.aiAI$310$267$253$214$183$17469%69%69%16%
CertaraCERT$385$354$336$47$32$2712%9%8%9%
QualtricsXM------$1,458------$892------61%---
ON24ONTF$148$164$191$78$89$11053%54%57%-10%
ViantDSP$289$223$197$53$51$6418%23%32%30%
OloOLO$285$228$185$53$48$3419%21%18%25%
DigitalOceanDOCN$780$693$576$71$73$819%11%14%13%
SEMrushSEMR$377$308$254$144$127$12738%41%50%22%
UiPathPATH$1,429$1,308$1,059$738$713$70252%55%66%9%
AlkamiALKT$334$265$204$60$49$3718%18%18%26%
DoubleVerifyDV$656$573$452$167$125$10725%22%24%15%
SquareSpaceSQSP---$1,012$867---$350$322---35%37%---
ZipRecruiterZIP$474$646$905$216$265$48446%41%54%-27%
ProcorePCOR$1,152$950$720$552$495$42548%52%59%21%
SprinklrCXM$796$732$618$321$322$33740%44%55%9%
Zeta GlobalZETA$1,006$729$591$315$288$29931%40%51%38%
DoximityDOCS$475$475$419$133$133$12428%28%30%0%
ConfluentCFLT$963$777$586$547$505$45657%65%78%24%
SentinelOneS$821$621$422$487$397$31159%64%74%32%
EverCommerceEVCM$698$675$621$122$124$11917%18%19%3%
CouchbaseBASE$209$180$155$142$131$11168%73%72%16%
KalturaKLTR$179$175$169$48$49$5927%28%35%2%
Blend LabsBLND$162$157$235$36$60$8522%38%36%3%
MeridianLinkMLNK$316$304$288$43$36$2414%12%8%4%
Powerschool HoldingsPWSC---$698$631---------------------
Fresh WorksFRSH$720$596$498$391$358$34354%60%69%21%
Definitive HealthcareDH$252$251$223$84$95$9033%38%40%0%
ForgeRockFORG------$217------$118------54%---
AmplitudeAMPL$299$276$238$168$154$13056%56%55%8%
GitlabGTLB$759$580$424$384$356$31051%61%73%31%
EnfusionENFN$201$175$150$25$20$2912%11%19%15%
avidxchangeAVDX$439$381$316$83$78$7819%20%25%15%
InformaticaINFA$1,640$1,595$1,505$552$528$53634%33%36%3%
BackBlazeBLZE$128$102$85$44$41$3535%40%41%25%
ExpensifyEXFY$139$151$169$13$44$509%29%30%-8%
WeaveWEAV$204$170$142$85$71$6541%42%46%20%
BrazeBRZE$593$471$355$282$247$20148%52%57%26%
UserTestingUSER------------------------------
HashicorpHCP---$583$476---$369$356---63%75%---
SamsaraIOT$1,249$937$653$601$487$37048%52%57%33%
KlaviyoKVYO$937$698$473$404$394$21443%56%45%34%
RubrikRBRK$886$627$599$867$482$41798%77%70%41%
WaystarWAY$944$791---$157$124---17%16%---19%
OnestreamOS$489$375---$328$176---67%47%---30%
ServiceTitanTTAN$772$614---$253$220---33%36%---26%
ALL MEDIAN$698$614$473$216$234$20838%40%46%16%
ALL AVERAGE$1,007$871$732$387$352$32838%40%45%15%
Profitable Only
MEDIAN$698$698$631$157$199$22328%32%32%9%
AVERAGE$1,191$1,139$1,032$346$359$34527%27%29%9%
Not Profitable
MEDIAN$657$505$428$298$322$20845%49%50%22%
AVERAGE$895$689$641$412$330$32344%47%50%19%