SaaS sector
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 5, 2024 by David Cahn · across every show →
Everything said about SaaS sector, oldest first
Aug 5, 2024 neutral
Cahn: The $250B Cloud Infrastructure Market Equals the Entire SaaS Sector
“This cloud business today is a two hundred and fifty billion dollar business. So the cloud business today is the same size as the SaaS sector. That's the business that Azure, Google and AWS control is the same size as the entire SaaS sector.”
Feb 23, 2026 bearish
Swisher: AI's impact on software earnings remains dark for 3-9 months
“For the next three months, six months, nine months, we're not really going to know what's really happening in the world, right? Because things are happening so fast, and all of the earnings that happen are retroactive. Right? So you can only see into the past …”