Talking SaaS with Thoma Bravo, feat. Oliver Thym
Cloud 9fin
Navigating Economic Uncertainty and Software Resilience in the Portfolio
Explore the resilience of software companies amidst rising interest rates, showcasing their stable customer base and recurring revenues. While new customer growth may be affected, the chapter emphasizes the robust operating performance with growth in top-line and EBITDA.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
