In this episode of the SaaS Report, we dive into Q2 results from ServiceNow and Pegasystems, then unpack the incredible story behind Palantir’s 100x ARR multiple. From IPO struggles to explosive valuation, we compare Palantir’s performance to its 2020 IPO cohort - including Snowflake, ZoomInfo, Asana, and BigCommerce - to see how they pulled off one of the most dramatic SaaS turnarounds in recent memory.

This episode is packed with charts, cohort analysis, and growth efficiency breakdowns. We look at everything from CAC payback, FCF margins, Rule of 40, Rule of X, and ARR per employee.

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