Last year, narrow-moat Xero’s new CEO announced that under her tenure, the company would “look to” the so-called Rule of 40, which is a commonly used metric to assess software-as-a-service, or SaaS, ...

For years, SoFi Technologies (SOFI) has wrestled with an identity problem in the eyes of investors. Is it a digital bank that should be valued like a traditional financial institution — with modest ...

I last analyzed Palantir Technologies (NYSE:PLTR) on April 8 with an article titled “Palantir: DevCon5 Shows A Disruptor, Not The Disrupted.” As stated in the title, that article was prompted by the ...

SaaS metrics like LTV/CAC, NRR, GRR, ARR growth, and the Rule of 40 are valuable indicators of business performance, writes ...