The “SaaSpocalypse” Narrative is Repricing Every Company
The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties.
• $Palantir Technologies Inc.(PLTR)$ trading at ~84x RPO growing 143%
• $Cloudflare, Inc.(NET)$ trading at ~30x RPO growing 48%
• $MongoDB Inc.(MDB)$ trading at ~13x RPO growing 97%
• $CrowdStrike Holdings, Inc.(CRWD)$ trading at ~12x RPO growing 38%
• $Datadog(DDOG)$ trading at ~12x RPO growing 52%
• $Palo Alto Networks(PANW)$ trading at ~8x RPO growing 23%
• $Snowflake(SNOW)$ trading at ~6x RPO growing 42%
• $Atlassian Corporation PLC(TEAM)$trading at ~5x RPO growing 41%
• $ServiceNow(NOW)$ trading at ~4x RPO growing 26%
• $Zscaler Inc.(ZS)$ trading at ~4x RPO growing 31%
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