The Ledger
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Murphy: Many SaaS companies trading at 60x ARR will disappoint investors
“Also true that a lot of these companies won't live up to it, and it'll take a year or two before people realize, hey, you know, they're nowhere close to being worth what we thought.”
Epicor CEO: Epicor will hit $1B revenue this year with 25-33% cloud
“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.”
Murphy: Epicor SaaS bookings will top out around 80% of total
“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.”