Whoa! Over 108
on this Medium post: “Are we at peak SaaS?”
https://medium.com/product-people/saas-is-ripe-for-disruption-56429324a0ed#.h0cwoqmch …
$MSFT revenue is up because of Office360? Or their other products (Azure, etc..)
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Yep, both. There are ways to support this thesis, but these don’t. Ex: a biz w/ 11 month CAC payback has bigger problems.
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top 5 largest co's are software/computers none are primarily saas. Could change eventually. Not yet.
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also micro was already a primarily recurring rev biz just not 'saas'
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