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What's the conventional wisdom explanation for why the big enterprise SaaS vendors are all down 10-20%+ YTD. This holds for ServiceNow, Workday, and even Sales
by eitally 11mo ago
What's the conventional wisdom explanation for why the big enterprise SaaS vendors are all down 10-20%+ YTD. This holds for ServiceNow, Workday, and even Salesforce?
- nathancspencer 11mo agoNot that I agree, but per-seat pricing, with forecasted lower seat growth of companies due to AI labor market displacement.
- deleted 11mo ago[deleted]
- bigyabai 11mo agoThey were overvalued.