SaaS Is Spurring the Next Cycle of Software Superperformance
OPEXEngine
OCTOBER 5, 2021
But while software’s success in the marketplace has lifted the valuations of software companies, our analysis suggests that some firms may still be undervalued. In more mature software companies, we see oversized returns for companies that are moving to software-as-a-service subscription models (see Figure 1). Transform Ops to DevOps.
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