Invest Like the Best with Patrick O'Shaughnessy cover image

Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]

Invest Like the Best with Patrick O'Shaughnessy

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SaaS Market Dynamics in a Post-Pandemic World

This chapter explores the performance of SaaS businesses during the pandemic, emphasizing the significant rise in the Bessemer Emerging Cloud Index. It discusses macroeconomic factors, the shift towards digital strategies, and the evolution of e-commerce penetration as companies adapt to new consumer behaviors. The chapter also highlights the competitive frontier and the necessity of innovation for traditional companies transitioning to direct digital engagement.

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