SaaS Market
topic on 6 shows · 12 statements across 11 episodes
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12 statements about SaaS Market, every show
Dave Morin: Stagnant SaaS Companies Will Get Eaten by Three-Person Teams
“So I'm sure that's going to go all of those plays are going to get eaten by the three person teams that you're talking about, right? Like they're going to come at like a freight train using these new engineering methods, and they're going to be able to eat tha…”
In Any SaaS Market With PLG Potential, PLG Will Win
“I think go so far as to say for in any SaaS market, if there can be a PLG motion, the PLG motion will win.”
Rampell: Global SaaS market is $300B annually with $2.2T market cap
“So the worldwide SaaS market is about three hundred billion dollars. Per year. Worldwide market cap is about 2.2 trillion dollars.”
O'Driscoll: Median SaaS multiples returned to historical 6x norms
“For 20 years, up until 20, probably 2019, the median SaaS multiple was six point three-ish, and the median growth rate was almost 30%. And now, the median multiple is closer to six again. The growth rate's 20, but the profitability's more, right?”
O'Driscoll: Traditional SaaS markets are saturated and growth rates have flattened
“The existing market's saturated, so all the growth rates flattened out.”
Halligan: Software companies struggling in late 2024 can no longer blame macro
“So you're listening and you get a shitty Q three and Q four is not looking good. It's not the market.”
Moubeche: SaaS churn is driven by unused licenses, not high prices
“I think a lot of people are suffering in this market, not so much because their price is too high. And a lot of people are saying that, but I don't think it's the case. I just believe it's that people are realizing that if they're not using a tool, they should…”
Jason Lemkin: Current SaaS downturn is in year 3 versus 2016's one-year slump
“If you're in a segment of SaaS that's in a downturn, we're going into the third year. 2016 was one year. This is three years, so it's tough.”
Sacks: SaaS markets drop like an elevator but recover like an escalator
“The market is generally an escalator on the way up and elevator on the way down. So the recovery is going to take a long time. But at least we've bottomed out and we're in recovery as opposed to continuing declines.”
Lemkin: The next 12 months will outperform the previous 12 in SaaS
“So, net, net, I don't know what the next 12 months will look like, but I'll bet you dollars to donuts, it's better than the last 12, if, for many of you.”
Lemkin: Selling B2B SaaS Is No Harder Than Two Quarters Ago
“Your customers are not doing worse than they were two or three quarters ago. It is not worse. It is not harder to sell, sales automation tools, or sales analytics, or marketing analytics, or customer success tools.”
Algolia Sacrifices Short-Term Revenue by Refusing On-Premise Deployments
“This focus led us to decide not to provide any on-premise solution today. While it could help us to get much more revenue at short term, we believe that because we want to be the Best player tomorrow for the SaaS market. We need to keep our focus on the produc…”