6 months later

*Thank you for being an early member and supporting PeerSignal research!

Welcome back to my almost-weekly newsletter where I share data and examples to help you study B2B sales and marketing.*

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Multiples and sentiment were really starting to fall.

I'm not smart enough to make predictions.

But I'm decent at building lists and keeping track.

We now have ~2K total companies across our PLG List, B2B Index, and hiring tracker.

70% have open sales and marketing roles this month (one clue about growth).

6 months later it's interesting to zoom out.

This one surprised me a bit:

There was never a month where the aggregate headcount decreased.

And there are 12% more people working in these companies today vs April.

That's a lot of net new jobs in a relatively short time.

As I've said before, the downturn is not evenly distributed.

Yes, there have been cuts and we see some of those signals:

* 23% have reduced headcount since April

* 18% reduced headcount in September.

* 33% have fewer open roles in September vs August.

But there is another side of the coin:

* 24% actually grew 20% or more since April.

* 73% had some positive change since April.

* The shape of the curve in aggregate is pretty positive.

2021 was insane.

We're back down to earth in 2022 and it's a little harder to find the growth stories.

I can't pick the winners, but I expect that the next Snowflake or Figma or Datadog are still being built.

And I'm really interested to watch the earlier stage companies to see what kind of go-to-market innovations take hold.

*Which SaaS companies are you studying or following in 2022?*

I'm always looking to expand these indexes and appreciate all your help so far.

If you tag a company on LinkedIn or send me your favorites, I'll make sure they get tracked going forward.

I read all replies.

Best,

Adam