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saas public markets

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 10, 2026 by Aram Verdian · across every show →

Everything said about saas public markets, oldest first

Sep 10, 2026 bearish
Assertion Supported
Verdian: Only 15 to 20 public SaaS companies trade above 10x revenue
“In the SaaS public markets, there are only like 15 to 20 companies max trading above 10 times revenues, which is quite an insane number because it used to be dozens and dozens a few years ago.”
Aram Verdian Sep 10, 2026 ▶ 30:20 Why Investors Are Rethinking Everything for the AI Era
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