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Play Bigger Time to Market Cap 100 report

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Play Bigger Time to Market Cap 100 report

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Ever wonder which technology companies are growing in value the fastest? Play Bigger crunched the numbers & discovered 11 "Super-Unicorns" growing by over $1B in value a year and 89 more of tech's top value creators.

Ever wonder which technology companies are growing in value the fastest? Play Bigger crunched the numbers & discovered 11 "Super-Unicorns" growing by over $1B in value a year and 89 more of tech's top value creators.

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Play Bigger Time to Market Cap 100 report

  1. 1. Time To Market Cap 100 Play Bigger TTMC 100 Report Ranks Tech’s High Velocity Value Creators
  2. 2. Ever wonder which new technology companies were creating the most value the fastest?
  3. 3. Us too.
  4. 4. So we embarked on a comprehensive data- science research effort to rank the U.S. technology companies who are growing in value the fastest.
  5. 5. Introducing,
  6. 6. TTMC 100 The
  7. 7. Time to Market Cap is the measure of how long it takes a company to reach seminal valuation or market capitalization milestones.
  8. 8. TTMC Velocity is the measure of how fast a company is increasing its market capitalization.
  9. 9. Companies who qualify for The Play Bigger TTMC 100 are American venture-backed technology companies founded since the turn of the century.
  10. 10. And the list was compiled with data through the end of 2014.
  11. 11. We think TTMC is a strategic lens into the value being created by new companies, technologies and categories.
  12. 12. Before we get to the complete list, we thought you might like to hear some stunning fast facts.
  13. 13. These 100 legendary companies created over half a trillion dollars of market cap from 2000 to 2014.
  14. 14. That’s more than the GDP of Jamaica 40x
  15. 15. Facebook, Uber & WhatsApp top the list.
  16. 16. The top 11 companies are “Super-Unicorns” increasing their Market Cap by $1 Billion or more per year.
  17. 17. Uber holds the record for fastest time to market cap, in US history, achieving $40 billion in 6 years.
  18. 18. 51 are Enterprise Focused
  19. 19. Workday is the number one enterprise company creating a market cap $15.2 billion in ten years. …BTW Oracle paid $10B in a hostile take over of PeopleSoft in 2004
  20. 20. Consumer technology companies created 76% of the market cap.
  21. 21. Play Bigger TTMC 100 Market Cap Created by Category US Companies, Founded Since 2000, VC backed, Valuation @Dec 31, 2014 Source: Play Bigger Advisors Enterprise $136B 24% Consumer $432B 76%
  22. 22. TTMC100 The And now…
  23. 23. # Company name Market Cap ($Bn) TTMC Velocity ($Mn / Yr) Company Age (Yrs) 4 Snapchat 10.0 3,765 2.7 5 Twitter 22.4 3,091 7.3 6 LinkedIn 28.5 2,195 13.0 7 Airbnb 10.0 1,589 6.3 8 Workday 15.3 1,527 10.0 9 Dropbox 10.0 1,377 7.3 10 Pinterest 5.0 1,144 4.4 11 Square 6.0 1,042 5.8 Play Bigger TTMC 100: 11 Super Unicorns 1 2 3 Facebook Market Cap: $214.6Bn TTMC Velocity: $19,513M/Y Company Age: 11.0 Uber Market Cap: $40.0Bn TTMC Velocity: $6,730M/Y Company Age: 5.9 WhatsApp Market Cap: $21.8Bn TTMC Velocity: $4.247M/Y Company Age: 5.1
  24. 24. # Company name Market Cap ($Bn) TTMC Velocity ($Mn / Yr) Company Age (Yrs) 12 Palo Alto Networks 9.9 987 10 13 YouTube 1.7 933 1.8 14 Oculus VR 2.0 898 2.2 15 Service Now 10.1 839 12.0 16 Nest Labs 3.2 793 4.0 17 Groupon 5.5 792 7.0 18 Palantir 9.0 754 11.9 19 GoPro 8.1 673 12.0 20 Cloudera 4.1 657 6.2 21 Splunk 7.1 596 12.0 22 Pure Storage 3.0 565 5.3 23 Tableau 5.8 562 10.4 24 Zulily 2.9 490 6.0 25 Houzz 2.5 461 5.4 26 FireEye 4.7 432 11.0 27 Veeva 3.5 432 8.0 28 Stripe 1.8 431 4.1 29 Zillow 4.3 429 10.0 30 Yelp 4.0 361 11.0 31 Beats 3.0 359 8.4 32 Zenefits 0.5 353 1.4 33 Nutanix 2.0 352 5.7 Play Bigger TTMC 100
  25. 25. # Company name Market Cap ($Bn) TTMC Velocity ($Mn / Yr) Company Age (Yrs) 34 Instagram 0.7 315 2.3 35 Hulu 2.0 306 6.5 36 Zynga 2.4 301 8.0 37 Fab 1.0 279 3.6 38 Hortonworks 1.1 277 4.0 39 Guidewire 3.5 271 13.0 40 GrubHub 3.0 271 11.0 41 Yammer 1.2 270 4.5 42 MediaBank 1.5 262 5.7 43 HomeAway 2.8 256 11.0 44 Evernote 2.0 255 7.9 45 New Relic 1.6 254 6.3 46 Box 2.4 252 9.5 47 Honest 0.9 247 3.6 48 Pandora 3.7 246 15.0 49 Nicira Networks 1.3 227 5.6 50 Guilt Groupe 1.0 224 4.5 51 Zendesk 1.8 220 8.0 52 Tinder 0.5 220 2.3 53 JustFab 1.0 215 4.7 54 ZocDoc 1.6 214 7.5 55 TangoMe 1.1 211 5.2 Play Bigger TTMC 100
  26. 26. # Company name Market Cap ($Bn) TTMC Velocity ($Mn / Yr) Company Age (Yrs) 56 ActiFio 1.1 211 5.2 57 Kayak 1.8 203 8.9 58 Flipboard 0.8 203 3.9 59 Domo 0.8 201 4.1 60 Netezza 1.7 195 8.7 61 Slack 1.1 192 5.8 62 Waze 1.0 189 5.4 63 Hotwire 0.7 180 3.7 64 One Kings Lane 0.9 180 5.1 65 MongoDB 1.2 178 6.8 66 TrueCar 1.8 177 10.0 67 Meraki 1.2 174 6.9 68 LifeLock 1.7 173 10.0 69 Tumblr 1.1 172 6.4 70 Trulia 1.7 171 10.0 71 Quora 0.9 171 5.3 72 ExactTarget 2.3 170 13.5 73 Auction.com 1.2 167 7.2 74 GitHub 0.8 165 4.5 75 Instacart 0.4 163 2.5 76 Supernova 0.4 160 2.3 77 Viddy 0.4 160 2.3 Play Bigger TTMC 100
  27. 27. # Company name Market Cap ($Bn) TTMC Velocity ($Mn / Yr) Company Age (Yrs) 78 AppNexus 1.2 155 7.7 79 Castlight Health 1.1 151 7.0 80 Marketo 1.3 149 9.0 81 VEVO 0.7 144 4.5 82 ngmoco 0.4 144 2.8 83 Urban Compass 0.4 141 2.6 84 Ambarella 1.5 140 11.0 85 ArcSight 1.5 140 10.7 86 AirWatch 1.5 139 11.1 87 DocuSign 1.6 136 11.7 88 Jasper Wireless 1.4 136 10.3 89 Adify 0.3 134 2.2 90 Thing Daemon 0.6 133 4.5 91 Foursquare 0.7 131 5.0 92 Buddy Media 0.7 127 5.4 93 Twitch 1.0 127 7.6 94 Wayfair 1.6 127 13.0 95 Automattic 1.2 124 9.3 96 Eventbrite 1.0 122 8.2 97 Climate Corp 0.9 120 7.8 98 Braintree 0.8 119 6.7 99 Ipreo 1.0 118 8.3 100 Kabam 1.0 117 8.6 Play Bigger TTMC 100
  28. 28. © Play Bigger Advisors TTMC Velocity ($M/Year) US Companies, Founded Since 2000, VC backed, Valuation @Dec 31, 2014 Play Bigger TTMC 100
  29. 29. We salute these legendary companies, the entrepreneurs who founded them, the people who built them, and the VCs who funded them.
  30. 30. Christopher Lochhead, Al Ramadan, Dave Peterson
  31. 31. Copyright property of Play Bigger Advisors, LLC For permission to use any of this copyright protected property contact mary@playbigger.com This information is solely for informational purposes. Objects in mirror are closer than they appear. Coffee is a hot beverage that will burn your crotch. In the event of a water landing, pray your airplane captain is “Sully” Sullenberger. Johnny Cash was right. Party on Wayne. The materials contained herein are copyright property of Play Bigger Advisors, LLC. This content may not be reproduced or redistributed, in whole or in part, without the prior written consent of Play Bigger Advisors, LLC. This document does not constitute conveyance of any intellectual property rights. Play Bigger Advisors, has created materials, methodologies, and practices that are proprietary. All intellectual property associated with these works and any derivatives works are the property of Play Bigger Advisors, LLC. No part of this document may be reproduced by any mechanical, photographic, or electronic process, or in any form of a phonographic recording, nor may it be stored in a retrieval system, transmitted, or otherwise copied for public or private use without written consent from Play Bigger Advisors, LLC. WARNING: All products contain nuts.
  32. 32. Appendix
  33. 33. Play Bigger Research Agenda We believe that the failure rate of startups and new product introductions is too high in the technology industry, with less than one percent of startups achieving billion dollar values. The objective of our research is to assist entrepreneurs, executives and VCs with insights that increase their odds of winning.
  34. 34. Play Bigger Methodology We assembled a team of computer scientists, data scientists and business executives to comb through a variety of data sources to create a fact-based database on the velocity of market cap growth. The research examined financial transactions from 702,000 companies searching for companies that were U.S.-headquartered, venture backed, in the technology industry and founded since 2000. We only included transactions that occurred between January 1, 2000 and December 31, 2014. The research was conducted using a primary data source from PrivCo (http://www.privco.com). We also used Crunchbase (https://www.crunchbase.com) and other sources. We developed custom python code to extract and manipulate data and primarily used Tableau (http://www.tableau.com) for the analytics.
  35. 35. Selection Process The research was conducted using a primary data source from PrivCo (http://www.privco.com). The PrivCo team provided us with what we believe is accurate, complete, hard-to-find and timely private company data. We also used Crunchbase (https://www.crunchbase.com) and other sources such as Google finance, Bloomberg, Wikipedia, etc. We wrote python code to manipulate and extract the data. We also downloaded data where APIs weren’t available. The bulk of our analytics were conducted with Tableau (http://www.tableau.com). There has been a lot written about the methods of establishing the value of a private company. Our approach is that if the valuation data was reliable we included it and if it was not, we did not include it.
  36. 36. Selection Process We selected financial transactions from 702,000 companies where they met the following selection criteria: • Headquartered in the United States • Venture backed • In the technology industry • Founded since 2000 • Financial transaction occurred between Jan 1 2000 and Dec 31 2014 This created a raw dataset of 28,810 transactions. We further reduced the transactions down to a final database of 2,694 transactions by removing duplicates, questionable or lack of valuation information, non-standard VC transactions, debt financing, exotic financing, spin-outs, leveraged buyouts and other non-equity financings. While we understand that valuations based on private investments have are different from publicly traded companies, we did not adjust the private valuations and we did not adjust for inflation.
  37. 37. About Play Bigger Play Bigger is on a mission to help great company builders increase the odds of winning. We specialize in Category Design - the discipline of creating and monetizing new markets. It is a strategy for taking control over the development of a green-field potential. The goal of category design is to create a new space and become the Category King. As audacious as it may sound, we aspire to improve the win rate across our industry by making category design a core competency practiced by the best technology companies. Just like you can design a great company and a great product, you can and should design a great category. And category design works for both startups and existing companies looking for a growth breakthrough. Based in the San Francisco Bay Area, Play Bigger was founded by Dave Peterson, Al Ramadan and Christopher Lochhead - former entrepreneurs and operating executives turned advisors. More information about Play Bigger can be found at the www.playbigger.com and by following the company on Twitter @playbiggeradv, Facebook, and Linkedin.
  38. 38. Definitions We defined a number of terms used throughout our research: • Market Cap is measure of a company’s value and is typically calculated by multiplying the number of shares outstanding by the current share price. In this report we establish a company’s market cap in one of three ways: • Public market capitalization as reported by 3rd parties such as Bloomberg, Google finance, etc; • Purchase price at the time of acquisition of the company by another entity • The most recent post-money valuation from a private financing transaction • TTMC Velocity is a measure of the speed at which a company grows its market cap. For a company it is calculated by dividing its latest Market Cap by the number of years since it was founded. • Time to Market Cap is a term created by Play Bigger to measure of how long it takes a company to reach seminal valuation / market capitalization milestones. • Unicorn is a term popularized by Aileen Lee, founder of Cowboy Ventures to describe billion-dollar plus value technology companies.
  39. 39. Definitions • Super-Unicorn is a term created by Play Bigger to describe technology companies who are growing in value at or above one billion U.S. dollars a year. • Category King is a term created by Play Bigger to describe the company who achieves the dominant position in a given space as measure by market cap. Our research indicates that Category Kings attain 70-80 percent of the market cap in their sector.

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