SaaS Is Spurring the Next Cycle of Software Superperformance
OPEXEngine
OCTOBER 5, 2021
The shift to cloud-based subscription models is creating even more value in a thriving sector. In more mature software companies, we see oversized returns for companies that are moving to software-as-a-service subscription models (see Figure 1). Metrics will also change. Metrics will also change. Sticky after all.
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