Epicor

“Four years ago in a given quarter, we would book a 90% on-prem. 10% SAS or less. In the most recent quarter, it was a sixty-forty split. It's flip-flop. So, 60% SAS, 40% on-prem.”

“In the last six months, and this is all, you know, public record. We went back into the markets and we're able to refinance the first lane and do really well on it. And we had earned the right to do that... We didn't go out and, you know, get a dividend or do …”

“We aren't that high, but we're well over a hundred. I don't think we would share exactly what it is, but I'd say it's demonstrably higher than old fashioned maintenance, which is nice, right?”

“I think it's half the Of our recurring revenue, half or more of our recurring revenue needs to be SaaS cloud revenue, and we're right about there.”

“We've built that business into about a quarter of a billion dollars. We'll be about a billion dollar top line business this year. And between a quarter and a third of that now is the cloud.”

“Demonstrate over a period of maybe a year and a half or two years, six to eight quarters to the investment community that you've got a, it's kind of like a bond with the call option. You've got this bond, which is the recurring revenue stream. The call options…”

“We've typically seen 30 to 40% growth, sometimes more in that SAS business, and it's most of our growth. And then with the on-prem Seeing it be roughly flat. It's the on-prem business and the maintenance business, it isn't contracting. It isn't getting smaller…”

“We've got 4000 employees, but a hundred or so, most of what they make is in stock or a big portion of what they make is in stock.”

“I think that for us a 60, 40 split will probably move towards 80, 20. I don't know if it'll ever go much beyond that because I think there'll always be a segment that likes to be do-it-yourselfers. When it comes to managing the ERP system, that's my guess.”

“There's kind of a within your question, I think there's a saturation point at around third to a half of your ARR. When you get to that point being cloud, people do have to say you're kind of a cloud business.”

“So I'd say we're about 70% recurring, so we'll say 700,000,006 75 is recurring, and I'd say at around 300 to three 50 we're clearly we've crossed the saturation point sass.”