Clouded Judgement: Q1 GDP Recession Signals & SaaS Valuation Resilience

The article analyzes Q1 2022 negative GDP growth, arguing the underlying economic weakness is less severe than headline figures suggest, and examines how top SaaS companies demonstrate resilience to macroeconomic downturns through platform stickiness and deflationary economics. It provides comprehensive valuation multiples and operating metrics benchmarks for 10 leading SaaS companies, showing median EV/NTM revenue multiples of 24.2x with high growth correlation.