Otonomo SPAC Presentation Deck
Comparable Company Analysis: Operational Benchmarking
High-growth Enterprise Software
High-growth Data Infrastructure
Revenue CAGR 20E-22E
55.4%
Frog
Hi
82.2%
81.8%
Frog
32.3%
zoom
Frog
3.3%
13.6%
I
Gross Margin (21E, 22E)
68.8%
71.7%
zoom
31.4%
31.0%
32.0%
CLOUDFLARE
zoom
77.1%
77.4%
S
CLOUOFLARE
4.8%
10.7%
30.7%
CLOURFLARE
Ⓒtwilio
EBITDA Margin (21E, 22E)
otonomo
55.8%
57.1%
Ⓒtwilio
%6'
7.5%
30.5%
DocuSign
Ⓒtwillo
78.7%
81.4%
DocuSign
15.3%
17.7%
DocuSign
Median: 30.6%
29.6%
okta
78.3%
78.9%
okta
18.4%
.0%
11.4%
workday
21E Median: 77.3%
22E Median: 77.9%
okta
77.5%
78.4%
workday
1
I
24.8%
24.7%
15.2%
21E Median: 10.6%
22E Median: 14.2%
workday
cerence
71.3%
72.9%
cerence
36.4%
37.6%
cerence
34.3%
DAŤADOG
78.6%
78.6%
CATADOG
10.2%
12.8%
DAŤADOG
Source: Factset as of 29th January 2021. Financials calendarised as of December
1
27.8%
mongoDB.
71.7%
73.1%
mongoDB
NM
25.4%
mongoDB.
elastic
76.0%
75.6%
elastic
22
cla
elastic
120.7%
splunk
1
Median: 25.4%
78.4%
79.4%
splunks
WN
7.5%
19.5%
21E Median: 77.2%
22E Median: 77.1%
I
I
alteryx
splunks
1
92.0%
91.9%
alteryx
21E Median: 10.2%
22E Median: 12.8%
19.3%
14.6%
NM •
1
snowflake
alteryx
67.0%
68.5%
snowflake
3:
Z.Z
snowflake
48.8%
stone
It
67.3%
73.4%
stone**
56.9%
59.9%
Transaction Processors and
Data Marketplaces
stone**
46.1%
AMADEUS
I
74.9%
76.0%
AMADEUS
130.0%
39.1%
39.7%
ri
AMADEUS
adyen
96.7%
96.6%
adyen
54.3%
58.7%
uafipe
27.9%
Square
28.8%
31.3%
Square
Square
Median: 27.9%
2%
Costar Group
81.3%
81.6%
21E Median: 67.3%
22E Median: 73.4%
CuScar Group
✔Verisk
34.6%
37.4%
64.7%
64.7%
ini
CoStar Group
Verisk
EQUIFAX
21E Median: 34.6%
22E
Median: 39.1%
49.2%
49.6%
159.1%
61.1%
Verisk
EQUIFAX
33.4%
36.8%
EQUIFAX
40
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