AI Infrastructure
Public
$500K+ ACV
126%
▲ 1pp
FY2020-Q4: 160% FY2021-Q3: 160% FY-2021: 168% FY2021-Q4: 168% FY2022-Q1: 168% FY2022-Q2: 169% FY2022-Q3: 173% FY2022-Q4: 177% FY-2022: 178% FY2023-Q1: 174% FY2023-Q2: 171% FY2023-Q4: 130% FY2025-Q1: 114% FY2025-Q2: 128% FY2024-Q3: 118% FY2025-Q3: 131% FY2024-Q4: 63% FY2025-Q4: 133% FY-2025: 121% FY2026-Q1: 150% FY2026-Q2: 125% FY2026-Q3: 125% FY-2026: 119% FY2026-Q4: 125% FY2027-Q1: 126%
5 co · 37 obs
View →
AI Infrastructure
Public
$100K-$500K ACV
108.3%
▲ 5.2pp
FY2024-Q2: 116% FY2024-Q3: 115% FY-2024: 109% FY2025-Q1: 99% FY2025-Q2: 110% FY2025-Q3: 112% FY2025-Q4: 112% FY-2025: 102% FY2026-Q1: 111% FY2026-Q2: 112% FY2026-Q3: 112% FY2026-Q4: 109% FY-2026: 103% FY2027-Q1: 108%
6 co · 41 obs
View →
Security
Public
$100K-$500K ACV
107%
▲ 1pp
FY2018-Q3: 125% FY-2018: 117% FY2019-Q1: 116% FY2019-Q4: 110% FY-2019: 118% FY2020-Q2: 105% FY-2020: 116% FY2020-Q4: 122% FY2021-Q1: 119% FY2021-Q2: 114% FY2021-Q3: 120% FY2021-Q4: 120% FY-2021: 127% FY2022-Q1: 121% FY2022-Q2: 121% FY2022-Q3: 100% FY-2022: 124% FY2023-Q1: 119% FY2023-Q2: 120% FY2023-Q3: 120% FY2023-Q4: 123% FY-2023: 121% FY2024-Q1: 125% FY2024-Q2: 110% FY2024-Q3: 116% FY-2024: 114% FY2024-Q4: 111% FY2025-Q1: 114% FY2025-Q3: 114% FY-2025: 112% FY2025-Q4: 111% FY2025-Q2: 111% FY2026-Q1: 111% FY2026-Q2: 106% FY2026-Q3: 111% FY2026-Q4: 111% FY-2026: 106% FY2027-Q1: 107%
5 co · 68 obs
View →
Collaboration Software
Public
$5K-$25K ACV
96%
- flat
FY2024-Q3: 111% FY2025-Q3: 104% FY2024-Q4: 112% FY2025-Q4: 96% FY-2025: 104% FY2025-Q1: 95% FY2026-Q1: 102% FY2025-Q2: 99% FY2026-Q2: 96% FY2026-Q3: 96% FY2026-Q4: 96% FY-2026: 96% FY2027-Q1: 96%
3 co · 21 obs
View →
Dev Tools
Public
$25K-$100K ACV
115%
▼ 2pp
FY2020-Q1: 140% FY2020-Q2: 118% FY2021-Q3: 114% FY2021-Q4: 131% FY-2022: 137% FY2023-Q1: 115% FY2023-Q2: 115% FY-2023: 112% FY2023-Q4: 109% FY2024-Q1: 121% FY2024-Q2: 108% FY-2024: 109% FY2024-Q4: 104% FY2025-Q1: 106% FY2025-Q2: 102% FY2024-Q3: 105% FY2025-Q3: 109% FY-2025: 109% FY2025-Q4: 110% FY2026-Q1: 108% FY2026-Q2: 115% FY2026-Q3: 115% FY2026-Q4: 115% FY-2026: 117% FY2027-Q1: 115%
8 co · 93 obs
View →
Security
Public
$25K-$100K ACV
110%
- flat
FY2024-Q1: 112% FY2025-Q2025: 114% FY2019-Q1: 118% FY2019-Q2: 122% FY2019-Q3: 121% FY2019-Q4: 110% FY2020-Q1: 117% FY2020-Q2: 115% FY2020-Q3: 116% FY2020-Q4: 110% FY-2020: 110% FY2021-Q1: 123% FY2021-Q2: 117% FY2021-Q3: 119% FY-2021: 117% FY2022-Q1: 112% FY2022-Q2: 120% FY2022-Q3: 118% FY-2022: 123% FY2023-Q1: 118% FY2023-Q2: 124% FY2023-Q3: 135% FY-2023: 111% FY2024-Q2: 112% FY2024-Q3: 107% FY-2024: 106% FY2024-Q4: 107% FY2025-Q4: 108% FY2025-Q1: 108% FY2025-Q2: 106% FY2025-Q3: 105% FY2026-Q3: 79% FY-2025: 104% FY2026-Q4: 109% FY2026-Q1: 105% FY2027-Q1: 110% FY2028-Q1: 110%
5 co · 75 obs
View →
Dev Tools
Public
$100K-$500K ACV
110%
- flat
FY2019-Q2: 130% FY2019-Q3: 125% FY-2019: 120% FY2020-Q1: 130% FY2020-Q2: 125% FY2020-Q3: 125% FY-2020: 120% FY2021-Q1: 130% FY2021-Q2: 130% FY2021-Q3: 130% FY-2021: 120% FY2023-Q4: 119% FY-2023: 119% FY2024-Q1: 117% FY2024-Q3: 113% FY-2024: 115% FY2024-Q4: 115% FY2024-Q2: 115% FY2025-Q2: 116% FY2025-Q3: 116% FY2025-Q1: 115% FY-2025: 115% FY2025-Q4: 110% FY2026-Q1: 117% FY2026-Q2: 111% FY2026-Q3: 111% FY2026-Q4: 110% FY-2026: 110%
2 co · 41 obs
View →
Customer Engagement
Public
$25K-$100K ACV
99%
▲ 1pp
FY-2018: 140% FY2019-Q1: 142% FY2019-Q2: 141% FY2019-Q3: 132% FY-2019: 136% FY2020-Q1: 143% FY2020-Q2: 132% FY2020-Q3: 137% FY-2020: 137% FY2021-Q2: 67% FY-2021: 131% FY2022-Q1: 62% FY2023-Q1: 62% FY2023-Q2: 123% FY-2023: 103% FY2024-Q1: 106% FY2024-Q2: 103% FY2025-Q1: 103% FY2025-Q2: 102% FY2024-Q3: 105% FY2024-Q4: 106% FY-2024: 104% FY2025-Q3: 99% FY-2025: 103% FY2025-Q4: 100% FY2026-Q1: 100% FY2026-Q2: 98% FY2026-Q3: 98% FY2026-Q4: 98% FY-2026: 98% FY2027-Q1: 99%
4 co · 42 obs
View →
Restaurant SaaS
Public
$5K-$25K ACV
109%
- flat
FY2020-Q4: 135% FY2022-Q1: 115% FY-2023: 118% FY2024-Q1: 111% FY2024-Q4: 113% FY-2024: 110% FY2025-Q1: 111% FY2025-Q2: 114% FY2025-Q4: 109% FY-2025: 109%
2 co · 11 obs
View →
Sales & Marketing Tech
Public
$5K-$25K ACV
106.5%
▼ 1pp
FY2019-Q4: 110% FY2020-Q4: 108% FY-2020: 110% FY2021-Q4: 115% FY2022-Q2: 104% FY2022-Q3: 108% FY2023-Q1: 110% FY2023-Q3: 113% FY-2023: 103% FY2024-Q1: 102% FY2024-Q2: 106% FY2025-Q2: 105% FY2024-Q3: 109% FY2024-Q4: 107% FY-2024: 104% FY2025-Q1: 105% FY2025-Q2025: 105% FY2025-Q3: 105% FY-2025: 105% FY2025-Q4: 108% FY2026-Q1: 107%
4 co · 43 obs
View →
AI Infrastructure
Public
Under $5K ACV
98%
▼ 4.5pp
FY2020-Q1: 101% FY2021-Q1: 107% FY2021-Q3: 103% FY2022-Q1: 107% FY2022-Q3: 113% FY2023-Q1: 117% FY2023-Q3: 112% FY2023-Q4: 123% FY-2023: 109% FY2024-Q1: 108% FY2024-Q2: 106% FY2024-Q3: 108% FY2024-Q4: 107% FY-2024: 107% FY2025-Q1: 102% FY2025-Q2: 104% FY2025-Q3: 102% FY2025-Q4: 105% FY-2025: 102% FY2026-Q1: 98%
2 co · 31 obs
View →
Collaboration Software
Public
$25K-$100K ACV
105%
▲ 1pp
FY2021-Q1: 103% FY2021-Q3: 100% FY2021-Q4: 103% FY2022-Q1: 108% FY2023-Q1: 100% FY2024-Q1: 112% FY2024-Q2: 121% FY2024-Q3: 118% FY2024-Q4: 101% FY2025-Q1: 109% FY2025-Q2: 108% FY2025-Q3: 107% FY-2025: 111% FY2025-Q4: 111% FY2026-Q1: 111% FY2026-Q2: 112% FY2026-Q3: 112% FY2026-Q4: 104% FY2027-Q1: 105%
3 co · 28 obs
View →
Sales & Marketing Tech
Public
$25K-$100K ACV
97%
▲ 4pp
FY-2019: 156% FY-2020: 123% FY-2021: 126% FY2022-Q4: 127% FY-2022: 127% FY2023-Q2: 100% FY-2023: 110% FY2024-Q1: 113% FY2025-Q1: 100% FY2024-Q2: 91% FY2024-Q3: 100% FY-2024: 112% FY2025-Q2: 102% FY2025-Q3: 100% FY2024-Q4: 112% FY-2025: 101% FY2025-Q4: 96% FY2026-Q1: 90% FY2026-Q2: 95% FY2026-Q3: 96% FY2026-Q4: 93% FY-2026: 97%
5 co · 46 obs
View →
Sales & Marketing Tech
Public
$100K-$500K ACV
107%
▲ 6pp
FY-2020: 110% FY2025-Q1: 104% FY2024-Q2: 108% FY2025-Q2: 105% FY2024-Q3: 112% FY2025-Q3: 103% FY-2024: 107% FY-2025: 99% FY2025-Q4: 104% FY2026-Q1: 100% FY2026-Q2: 102% FY2026-Q3: 101% FY-2026: 107%
2 co · 18 obs
View →
Finance Tech
Public
$100K-$500K ACV
104%
▼ 4.7pp
FY2018-Q4: 110% FY2020-Q1: 108% FY2022-Q1: 109% FY2022-Q2: 106% FY2022-Q4: 109% FY2023-Q3: 96% FY-2023: 106% FY2023-Q4: 96% FY2024-Q1: 100% FY2024-Q2: 107% FY2024-Q3: 108% FY-2024: 107% FY2024-Q4: 107% FY2025-Q1: 107% FY2025-Q2: 109% FY2025-Q3: 108% FY-2025: 109% FY2025-Q4: 109% FY2026-Q1: 109% FY2027-Q1: 104%
2 co · 31 obs
View →
Customer Engagement
Public
$100K-$500K ACV
104%
▲ 1pp
FY-2020: 126% FY2020-Q4: 99% FY-2021: 99% FY2022-Q2: 112% FY2022-Q3: 109% FY-2022: 114% FY2022-Q4: 112% FY2023-Q1: 109% FY2023-Q3: 112% FY2024-Q1: 80% FY2024-Q2: 108% FY2025-Q3: 106% FY2024-Q3: 108% FY2024-Q4: 108% FY-2024: 108% FY2025-Q4: 105% FY-2025: 102% FY2025-Q1: 107% FY2025-Q2: 108% FY2026-Q1: 102% FY2026-Q2: 102% FY2026-Q3: 102% FY-2026: 111% FY2026-Q4: 103% FY2027-Q1: 104%
4 co · 48 obs
View →
Healthcare SaaS
Public
$25K-$100K ACV
109%
- flat
FY2021-Q2: 167% FY2021-Q3: 173% FY-2021: 117% FY2022-Q1: 139% FY2022-Q2: 139% FY2022-Q3: 128% FY2022-Q4: 133% FY-2022: 119% FY2023-Q1: 153% FY2024-Q2: 114% FY-2023: 117% FY2023-Q4: 103% FY2024-Q1: 101% FY2025-Q1: 114% FY2025-Q2: 119% FY2025-Q3: 117% FY2024-Q4: 85% FY2025-Q4: 119% FY-2025: 119% FY2026-Q1: 118% FY2026-Q2: 118% FY2026-Q3: 112% FY2026-Q4: 109% FY-2026: 109%
3 co · 26 obs
View →
Construction SaaS
Public
$100K-$500K ACV
109%
- flat
FY2018-Q4: 98% FY2020-Q4: 98% FY2021-Q2: 98% FY2021-Q3: 98% FY2021-Q4: 98% FY2022-Q2: 98% FY2023-Q2: 98% FY2023-Q4: 107% FY2024-Q1: 109% FY2024-Q2: 108% FY2024-Q3: 109% FY2024-Q4: 111% FY-2024: 101% FY2025-Q1: 110% FY2025-Q2: 109% FY2025-Q3: 110% FY-2025: 109% FY2025-Q4: 110% FY2026-Q1: 109% FY2026-Q2: 109%
4 co · 27 obs
View →
Real Estate SaaS
Public
$5K-$25K ACV
118%
▲ 6pp
FY-2019: 118% FY-2020: 112% FY2025-Q4: 118%
2 co · 3 obs
View →
Construction SaaS
Public
$25K-$100K ACV
105%
▲ 5pp
FY2025-Q3: 100% FY-2024: 106% FY2025-Q4: 100% FY-2025: 106% FY2026-Q1: 110% FY2026-Q2: 110% FY2026-Q3: 110% FY2026-Q4: 100% FY-2026: 105%
2 co · 10 obs
View →
Fintech SaaS
Public
$500K+ ACV
110%
▼ 2pp
FY2024-Q4: 106% FY-2025: 111% FY2025-Q4: 106% FY2026-Q3: 116% FY2026-Q4: 112% FY-2026: 110%
2 co · 7 obs
View →
Fintech SaaS
Public
$100K-$500K ACV
108%
▼ 5.5pp
FY2021-Q2: 113% FY-2022: 108% FY-2023: 105% FY2023-Q4: 107% FY2024-Q2: 109% FY2024-Q3: 110% FY-2024: 114% FY2024-Q4: 107% FY2025-Q1: 104% FY2025-Q2: 107% FY2025-Q3: 109% FY-2025: 111% FY2025-Q4: 113% FY2026-Q1: 108%
8 co · 46 obs
View →
Fintech SaaS
Public
$25K-$100K ACV
105.5%
▼ 8.5pp
FY2019-Q4: 111% FY2020-Q1: 109% FY2020-Q2: 107% FY2020-Q3: 108% FY2020-Q4: 115% FY2021-Q1: 107% FY2021-Q2: 116% FY2021-Q3: 112% FY-2021: 127% FY2021-Q4: 116% FY2022-Q1: 115% FY2022-Q2: 113% FY-2023: 125% FY2024-Q3: 120% FY-2024: 114% FY2024-Q4: 114% FY-2025: 106%
3 co · 18 obs
View →
Collaboration Software
Public
Under $5K ACV
90%
▼ 9pp
FY2024-Q4: 98% FY-2024: 97% FY2025-Q1: 93% FY2025-Q2: 93% FY2025-Q3: 89% FY-2025: 99% FY2025-Q4: 99% FY2026-Q1: 90%
2 co · 12 obs
View →
Dev Tools
Public
$500K+ ACV
112.5%
▼ 1.5pp
FY2023-Q3: 117% FY-2023: 109% FY2023-Q4: 114% FY2024-Q1: 120% FY2024-Q2: 118% FY2024-Q3: 117% FY2024-Q4: 111% FY-2024: 113% FY2025-Q1: 112% FY2025-Q2: 111% FY2025-Q3: 108% FY-2025: 110% FY2025-Q4: 114% FY2026-Q1: 113%
4 co · 20 obs
View →
Healthcare SaaS
Public
$100K-$500K ACV
110%
▲ 1.5pp
FY-2022: 105% FY2022-Q4: 104% FY2023-Q3: 127% FY-2023: 101% FY2023-Q4: 111% FY2024-Q2: 124% FY2024-Q3: 115% FY-2024: 121% FY2024-Q4: 112% FY2025-Q1: 114% FY2025-Q2: 111% FY2025-Q3: 111% FY-2025: 116% FY2025-Q4: 109% FY2026-Q1: 110%
3 co · 21 obs
View →
HR Tech
Public
$25K-$100K ACV
91%
- flat
FY2022-Q3: 98% FY-2023: 95% FY2023-Q4: 90% FY-2024: 94% FY2024-Q4: 90% FY2025-Q4: 91% FY-2025: 91%
2 co · 9 obs
View →