software margins
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 12, 2025 by Alex Lieberman · across every show →
Everything said about software margins, oldest first
May 12, 2025 bearish
Lieberman: Software Profit Margins Will Suffer from Rising CAC
“This acceleration of competition is going to hurt software margins in two ways, I think. Retention and marketing. Acquiring users will be more difficult than ever before, which means that spending on paid marketing or employees to do organic marketing will bec…”