Rocket Fuel Inc: Revenue growth versus other Big Data, SaaS and high growth

internet companies at the stage of $50m revenue and onwards

All $m

Notes

Facebook Inc
Revenues
Growth 2011-2014: 1394%
Gross margin
EBITDA margin

2006
52.0

2007
150.0
188%

2008
280.0
87%

2009
777.0 TechCrunch
178%
71%
44%

Pandora Media Inc

Revenues
Growth 2011-2014: 1086%
Gross margin
EBITDA margin

2010
55.2
185%
26%
-26%

2011
137.8
150%
41%
-1%

2012
424.9
208%
33%
-5%

2013
654.8 SEC filings
54%
41%
-3%

Rocket Fuel Inc

Revenues
Growth 2011-2014: 857%
Gross margin
EBITDA margin

2011
44.7
170%
39%
-8%

2012
106.6
139%
44%
-6%

2013
240.6
126%
48%
-4%

2014E
427.4 SEC filings
78%
51%
1%

LinkedIn Corporation
Revenues
Growth 2011-2014: 563%
Gross margin
EBITDA margin

2008
78.8
142.5
76%
-1%

2009
120.1
52%
79%
6%

2010
243.1
102%
82%
15%

2011
522.2 SEC filings
115%
84%
12%

Salesforce.com
Revenues
Growth 2003-2006: 508%
Gross margin
EBITDA margin

2003
51.0
128%
80%
-16%

2004
96.0
88%
82%
3%

2005
176.4
84%
81%
5%

2006
309.9 SEC filings
76%
78%
8%

Yelp Inc
Revenues
Growth 2011-2014: 388%
Gross margin
EBITDA margin

2010
47.7
85%
93%
-14%

2011
83.3
75%
93%
-9%

2012
137.6
65%
93%
-8%

2013
233.0 SEC filings
69%
93%
0%

Workday Inc
Revenues
Growth 2011-2014: 302%
Gross margin
EBITDA margin

2010
68.1
170%
41%
-75%

2011
87.4
28%
46%
-67%

2012
134.4
54%
51%
-51%

2013
273.7 SEC filings
104%
57%
-32%