subscale software roll-ups
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 3, 2025 by Rory O'Driscoll · across every show →
Everything said about subscale software roll-ups, oldest first
Jul 3, 2025 bullish
O'Driscoll: Subscale SaaS roll-ups will accelerate once sellers accept price drops
“I think you're gonna see a lot of it, right? I think that, you know, you had mentioned, is it Visma, which is the company that's going public in the UK, and we'll come back to that, but the aha prior to that is it's a roll-up of, you know, hundreds, literally …”