Topline
E30: The Truth about End User Spending
Nov 5, 2023
The podcast explores the dominance of SaaS in end-user spending, challenges faced by software companies, optimizing CAC, training teams, the impact of cybersecurity on startups, leveraging negotiation power, decrease in AE expenses, and increase in non-AE expenses.
59:44
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Quick takeaways
- SaaS dominates the cloud market in terms of end-user spending and is projected to grow to $197 billion in 2023.
- Companies are experiencing longer CAC payback periods due to higher costs, and analyzing unit economics is crucial for investment decisions.
Deep dives
Market growth and demand side analysis
The podcast delves into the growing market of software companies, highlighting the increase in noise and challenges faced by these companies due to high interest rates. Gartner's report on SAS spending is discussed, projecting a growth of 17.9% to $197 billion in 2023. The highlights of Q3 2023 report are also mentioned, indicating a decrease in net new purchases and multi-year agreements. The episode emphasizes the confusion in the market and the importance of analyzing unit economics to make investment decisions.
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