[Lazare]

Although fair enough in general, New Relic is public with a market cap of $3.5b, and given my experiences with New Relic and Datadog, I wouldn't be surprised if Datadog was easily worth twice New Relic. :) (Certainly they're a lot more than twice as nice to use...)

[tomnipotent]

I would imagine a non-trivial amount of revenue for most SaaS businesses is highly dependent on VC-funded startups. If VC money dries up, expect all SaaS businesses to suffer.