2022年度SaaS报告（英文）-SEG.pdfVIP

SEG Overview 2022 Annual SaaS Report Disclaimer: The information contained in this Report is obtained from sources that SEG Capital Advisors LLC (“SEG”) believes to be reliable. However, SEG makes no representations or warranties, express or implied, about the accuracy, completeness or fairness of such information, or the opinions expressed herein. Nothing in this Report is intended to be a recommendation of a specific security or company or intended to constitute an offer to buy or sell, or the solicitation of an offer to buy or sell, any security. Any person or entity reviewing this report (a) should conduct its own diligence and reach its own conclusions regarding its business transactions, (b) should not rely upon any conclusions reached by SEG, and (c) should consult its own advisors regarding its tax, accounting, financial, and/or business decisions. SEG or its affiliates may have an interest in one or more of the securities or companies discussed herein. Financial data was provided by 451 MA KnowledgeBase and YCharts. This Report may not be reproduced in whole or in part without the expressed prior written authorization of SEG or one of its affiliates. Copyright © 2022 by SEG Capital Advisors, LLC. All Rights Reserved 2 Table of Contents 4 Report Definitions 5 Brief SEG Overview 10 SaaS Public Market Update 26 SaaS MA Market Update 39 Appendix Copyright © 2022 by SEG Capital Advisors, LLC. All Rights Reserved 3 Report Definitions SaaS Primarily offers solutions via the cloud and may have a subscription or transaction-based pricing model EV