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2019 22019.11 iResearch I 2018 1377.0 106.6%86.0%2021 8864.0 PaaS e e 77.6%SMS3 1 2 3 442019.11 iResearch I 2005+2019 56.1 8.1 10.4 16.4 21.8 26.1 29.2 31.6 33.8%33.2%28.2%57.6%32.9%19.8%11.7%8.5%2011 2012 2013 2014 2015 2016 2017 2018%2018 30 8.5%2018 2011-2018 2019.11 iResearch I 2019.11 iResearch I62019.11 iResearch I B2B GB/T 31232.1-2018 1 GB/T 36310-2018 B2B B2B B2B B2CC2C72019.11 iResearch I 82019.11 iResearch I 2017 9 1 2 3 4102019.11 iResearch I/B2BB2CC2C 112019.11 iResearch I B2B B2B B2B B2B 122019.11 iResearch I 132019.11 iResearch I N 142019.11 iResearch I/152019.11 iResearch I SaaS PaaS SaaS PaaS API/SDK PaaS PaaS SaaS API/SDK Web App 162019.11 iResearch I CAGR 80%2018 1377.0 106.6%B2B 86.0%2021 8864.0 B2B 322.0 666.5 1377.0 3096.6 5728.0 8864.0 107.0%106.6%124.9%85.0%54.7%2016 2017 2018 2019e 2020e 2021e2016-2021%172019.11 iResearch I CA CA CA IaaS PaaS B2B B2C C2C CA 182019.11 iResearch I e 2019 H1 e e 77.6%B2B 40.2%19.8%17.6%22.4%e 2019H1 192019.11 iResearch I P/E PEG P/B P/S SOTP P/E PEG SaaS SaaS P/S P/E PEG P/B P/S 202019.11 iResearch I SaaS 1.2019 9 16 2.2019 9 16%PS%Salesforce CRM 1999 2004 1341.9 132.8 26.0%10 8.4%ServiceNow IT 2004 2012 489.6 26.1 36.0%19-1.0%Workday HR 2005 2017 394.4 28.2 31.7%14-14.8%Shopify 2004 2015 380.4 10.7 59.4%35-6.0%Atlassian 2002 2015 316.7 11.2 36.8%28-56.8%Zoom 2011 2019 220.7 3.3 119.2%67 2.3%Veeva 2007 2013 216.2 8.6 24.7%25 26.7%Slack 2009 2019 142.0 4.0 81.4%35-34.7%DocuSign 2003 2018 108.9 7.0 35.1%16-60.8%RingCentral 1999 2013 104.9 6.7 33.7%16-3.9%Zendesk 2008 2014 82.6 6.0 48.6%14-21.9%Proofpoint 2002 2012 71.8 7.2 37.9%10-14.5%Hubspot 2005 2014 69.5 5.1 36.4%14-12.4%RealPage 1998 2010 59.0 8.7 29.5%7 4.0%Paylocity HR 2013 2014 50.4 4.7 23.8%11 11.5%New Relic IT 2008 2014 34.0 4.8 34.9%7-8.7%Box 2005 2015 26.2 6.1 20.2%4-22.1%2019 SaaS 212019.11 iResearch I P/S P/S P/S P/S P/S EV/Revenue P/CF P/S SaaS SaaS CAC LTV/MRR/ARR Churn Rate SaaS P/S 5-15 P/S P/S P/S SaaS EV/Revenue=/P/CF=/P/S 1.2.SaaS 3.SaaS 4.LTV/CAC 35.CAC/MRR 126.Churn Rate 5%222019.11 iResearch I ERP OA HR 232019.11 iResearch I ISO27001 SSL CA CA CA CA ISO27001 BSI CA CA CA SSL CA OV SSL SaaS 242019.11 iResearch I e 2019 10 31 2019 e ISO/IEC 27001 3 ISO/IEC 27001 1 ISO/IEC 27001 ISO/IEC 27001 ISO/IEC 27001 252019.11 iResearch I TPS 262019.11 iResearch I SaaS PaaS/G/SaaS PaaS API 27 1 2 3 4282019.11 iResearch I 2019.11 iResearch IDocuSign DocuSign 2003 2018 DocuSign 2011 DocuSign DocuSign 3%2019 DocuSign 7.0 35.3%94.7%DocuSign 43 180 50 DocuSign 1 31 DocuSign2019 DocuSign 0.2 0.3 0.3 0.4 2.3 3.5 4.8 6.6 52.3%35.9%35.2%2016 2017 2018 2019%2016-2019 DocuSign iOS Android Windows ESIGN UETA eIDAS 99.99%292019.11 iResearch I DocuSign APP DocuSign 2018 9 DocuSign SpringCM DocuSign 350 API/SDK DocuSign SpringCM DocuSign APP DocuSign Salesforce Google G Suite Microsoft Office Dynamics SAP Ariba SuccessFactors Workday Box DocuSign DocuSign DocuSign 350+API/SDK SpringCM DocuSign Gen for SalesforceDocuSign Seal Software Intelledox Blockchain 302019.11 iResearch Ie e 2002 SaaS DRUSS 2013 e SaaS e e+2019 6 e 289 2.1 75 e DRUSS Dependable Reliable Usable Safe Secure PDF USF ISA SWA CA CA CA ISO27001 B2B+eHR PDF 19312019.11 iResearch Ie e e API/SDK SaaS Web APP H5 0 e e e e B2B B2C e B2B/B2C/CA Hash CA 322019.11 iResearch Ie-B2C 2012 NYSE:VIPS 7000 e e e e API 332019.11 iResearch I ERP OA HR CA CA CA API/SDK ERP OA HR 34 1 2 3 4352019.11 iResearch I2017-2019 P2P 2018 P2P 2019 1 P2P P2P 2018 20192507 2419 1964 1082 768 1876200421792697280313954.3 14094.2 11002.5 6945.6 5761.5 2017H1 2017H2 2018H1 2018H2 2019H1 P2P 362019.11 iResearch I B2B 372019.11 iResearch I 2016 B T TOP 38 Keep Learning 400-026-2099 39
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