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). While there were some worries that the transition to the service subscription model would reduce software’s traditional stickiness, those concerns may have been overwrought.
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