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> SaaS businesses with predictable revenue streams and some degree of economic insulation from the "meatspace" economy Those are most likely lagging by a few w
by TAForObvReasons 7y ago
> SaaS businesses with predictable revenue streams and some degree of economic insulation from the "meatspace" economy
Those are most likely lagging by a few weeks or a month. Monthly subscriptions are arguably the easiest to cut and companies are looking to cut non-essential services.
- Aeolun 7y agoThey’re likely also the smallest possible thing that a company can cut. I doubt anyone will save their company by cutting Slack.
- TAForObvReasons 7y agoThere are two possibilities: either this is a storm to be weathered or an existential crisis. In the former, cutting run-rate is important but you also need to look at the aftermath. Firing people now hurts you later on when the storm clears, whereas cutting Slack and switching to open source self-hosted alternatives is a cost savings that won't impede the future growth. Obviously cutting slack won't save a company with zero revenue.
- blihp 7y agoWith the majority of companies not at all well positioned for work-from-home, I would bet that many business-oriented SaaS companies (that do something useful) are going to be picking up new customers. As a result, they'll probably be hiring people esp. related to operations/customer support.
- skissane 7y agoSubscription models vary across SaaS vendors (and even across different offering tiers at the same vendor). At the low end of the market, monthly subscriptions are the norm. As you move up to bigger deal sizes, annual subscriptions become more and more common.