SaaS Is Spurring the Next Cycle of Software Superperformance
OPEXEngine
OCTOBER 5, 2021
In more mature software companies, we see oversized returns for companies that are moving to software-as-a-service subscription models (see Figure 1). Software and other technology deals have been more likely to overperform and less likely to underperform than most investments in other sectors. Sticky after all.
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