Growth Durability

A metric and trend in cloud software investing: the degree to which a company’s growth rate holds up over time, often outperforming initial public expectations. Datadog is a canonical example — it grew far faster after IPO than analyst models predicted. As growth durability data has accumulated, investors have updated models to assume less rapid deceleration for high-quality SaaS businesses. Referenced in Trend in Cloud Software - Growth… (tweet).

Where this appears

• Trend in Cloud Software - Growth… (tweet)