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SaaS growth dispersion is widening fast

One look at NTM revenue growth rankings shows how uneven the landscape has become. The right tail matters most. Capital flows toward the extremes.

Fastest growers

$PLTR leads the chart near ~47% NTM growth, operating in a different regime than most SaaS peers. $FIG, $NET, $APP, $AXON, $ZETA also sit far right, where expectations are high and tolerance for missteps is low.

Forward growth sets the narrative. Ranking it exposes where optimism is concentrated and where it has already left. In SaaS, being average is increasingly expensive.

SaaS valuation, weekly recap
Jan 18
at
12:01 PM

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