Enterprise software businesses that sell access to a multi-tenant cloud platform on a recurring (subscription or consumption) basis. Revenue is typically recognized ratably (subscription) or on usage (consumption), the unit economics center on land-and-expand within an installed base, and the disclosure pattern is dominated by a "Key Business Metrics" section in MD&A that quantifies ARR / cRPO / R
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| SVCO | Silvaco Group, Inc. Common Stock | Gross bookings | FY2026-Q2 | +25.6% | -33.8% |
| PLTR | Palantir Technologies Inc. | Rule of 40 Score | FY2026-Q2 | +61.0 pts | +30.0 pts |
| STEM | Stem, Inc. | Contracted Annual Recurring Revenue | FY2026-Q2 | -0.3% | -23.2% |
| YOU | Clear Secure, Inc. | Total Bookings | FY2026-Q2 | +32.8% | +13.1% |
| IIIV | i3 Verticals, Inc. | Annual Recurring Revenue | FY2026-Q3 | +8.3% | -11.3% |
| FTNT | Fortinet, Inc. | Billings | FY2026-Q2 | +33.2% | +15.5% |
| TENB | Tenable Holdings, Inc. | New Enterprise Platform Customers | FY2026-Q2 | +3.8% | -10.0% |
| BOX | Box, Inc. | Billings | FY2027-Q2 | +16.8% | +3.3% |
| MANH | Manhattan Associates, Inc. | Days Sales Outstanding | FY2026-Q2 | -4.3% | +6.1% |
| FFIV | F5, Inc. | Government share of product bookings | FY2026-Q1 | +7.0 pts | -3.0 pts |
| PANW | Palo Alto Networks, Inc. | Remaining Performance Obligation | FY2026-Q4 | +34.2% | +24.4% |
| DDOG | Datadog, Inc. | Customers with Annual Recurring Revenue of $100,000 or More | FY2026-Q2 | +22.6% | +13.6% |
| GDDY | GoDaddy Inc. | Total Bookings | FY2026-Q2 | +7.7% | +0.0% |
| AMPL | Amplitude, Inc. | Annual Recurring Revenue | FY2026-Q2 | +22.4% | +15.5% |
| CSGP | CoStar Group, Inc. | Average Monthly Unique Visitors | FY2026-Q2 | -16.3% | -23.0% |
| DH | Definitive Healthcare Corp. | Enterprise Customers | FY2025-Q4 | -1.5% | -8.1% |
| BLZE | Backblaze, Inc. | Annual Recurring Revenue | FY2026-Q2 | +21.5% | +15.5% |
| ASAN | Asana, Inc. | Overall Dollar-Based Net Revenue Retention | FY2027-Q1 | +1.0 pts | -5.0 pts |
| BLKB | Blackbaud, Inc. | Total recurring revenue | FY2026-Q2 | +3.5% | -2.1% |
| ZS | Zscaler, Inc. | Calculated Billings | FY2025-Q4 | +32.0% | +26.6% |
| KLTR | Kaltura, Inc. | Annualized recurring revenue | FY2026-Q2 | +8.3% | +3.1% |
| OSPN | OneSpan Inc. | Annual Recurring Revenue | FY2026-Q1 | +14.1% | +8.9% |
| OKTA | Okta, Inc. | Dollar-Based Net Retention Rate | FY2027-Q2 | +1.0 pts | -4.0 pts |
| KVYO | Klaviyo, Inc. | Dollar-Based Net Revenue Retention Rate | FY2026-Q2 | +1.0 pts | -4.0 pts |
| CRWD | CrowdStrike Holdings, Inc. | Ending annual recurring revenue | FY2027-Q2 | +25.4% | +20.7% |
| BRZE | Braze, Inc. | Total Customers | FY2027-Q1 | +15.8% | +11.4% |
| UPWK | Upwork Inc. | Active clients | FY2026-Q2 | -4.1% | -8.3% |
| NXDR | Nextdoor Holdings, Inc. | Weekly Active Users | FY2025-Q1 | +6.2% | +2.4% |
| MQ | Marqeta, Inc. | Total Processing Volume | FY2026-Q2 | +31.9% | +28.2% |
| ZDGE | Zedge, Inc. | Active subscriptions | FY2026-Q3 | +40.6% | +37.0% |
| GWRE | Guidewire Software, Inc. | Annual Recurring Revenue | FY2026-Q3 | +19.5% | +15.9% |
| VERI | Veritone, Inc. | Total Software Products and Services Customers | FY2026-Q2 | -7.8% | -10.8% |
| QTWO | Q2 Holdings, Inc. | Subscription annualized recurring revenue | FY2026-Q2 | +15.3% | +13.0% |
| SMRT | SmartRent, Inc. | Annual Recurring Revenue | FY2026-Q2 | +13.4% | +11.1% |
| CCSI | Consensus Cloud Solutions, Inc. | Consensus Cloud Services customers | FY2025-Q4 | -9.8% | -12.0% |
| TWLO | Twilio Inc. | Dollar-based net expansion rate | FY2026-Q2 | +8.0 pts | +6.0 pts |
| APPF | AppFolio, Inc. | Property management units under management | FY2026-Q2 | +7.9% | +6.0% |
| CRM | Salesforce, Inc. | Current Remaining Performance Obligation (CRPO) | FY2027-Q1 | +13.5% | +12.1% |
| GDRX | GoodRx Holdings, Inc. | Monthly Active Consumers | FY2026-Q2 | -12.3% | -13.6% |
| WAY | Waystar Holding Corp. | Clients with more than $100,000 of trailing twelve-month revenue | FY2026-Q2 | +14.6% | +13.5% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.