SaaS Revenue Analysis: Inc. 5000 2013 Rankings and Growth Trajectories

Jason Lemkin analyzes the 2013 Inc. 5000 list to identify high-growth SaaS companies and their revenue trajectories, using audited GAAP financials as a proxy for real performance. The analysis reveals accelerating SaaS growth across diverse verticals including AdTech, mobile enterprise, marketing automation, and cloud infrastructure. Key finding: Current ARR is estimated 50-150% higher than reported 2012 GAAP revenues, suggesting explosive ongoing growth in leading companies.