subscription revenue
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 28, 2026 by Bret Taylor · across every show →
Everything said about subscription revenue, oldest first
Jan 28, 2026 neutral
Bret Taylor: Business Model Transitions Are Harder Than Technology Transitions
“I think the interesting maybe counterintuitive point that I would make is I think business model transitions are harder than technology transitions. I think it was harder for most on-premises software companies to move to ratable subscription revenue. Than it …”