Meritech is an investment firm that partners with companies redefining their markets through technology.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 8 months ago | Last Issue | 6 days ago |
| Active | |||||
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meritech.substack.comLatest Issues
Meritech Software Pulse | 12-June-2026
Thank you for reading the Meritech Software Pulse—a comprehensive analysis of the $2+ trillion public software industry. In this edition, we examine current market valuations, key operating metrics and KPIs, profitability trends across comp...
Meritech Software Pulse | 29-May-2026
Thank you for reading the Meritech Software Pulse—a comprehensive analysis of the nearly $2+ trillion public software industry. In this edition, we examine current market valuations, key operating metrics and KPIs, profitability trends acro...
2026 SaaS Rebound
In just 34 trading days, public software has staged one of the sharpest rebounds in a decade — and one of the narrowest. The market cap-weighted SaaS index is up +38% off its April 10, 2026, low, the fastest recovery so far of any cycle in...
SpaceX IPO | S-1 Breakdown
SpaceX filed its S-1 last week, and we read all 318 pages so you don’t have to. The result: three businesses in one — Space, Connectivity (Starlink), and AI. AI is set to become the largest revenue segment within a year.
The company did $1...
Meritech Software Pulse | 15-May-2026
Thank you for reading the Meritech Software Pulse—a comprehensive analysis of the nearly $3 trillion public software industry. In this edition, we examine current market valuations, key operating metrics and KPIs, profitability trends acros...
Key Facts
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
wandering through the data
Investor at Meritech Capital
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