The Uncertain Future of Public SaaS Companies and Investing

Name: The Uncertain Future of Public SaaS Companies and Investing
Uploaded: 2024-01-26T15:00:42+00:00
Duration: 26 s
Channel: Jason M. Lemkin
Description: Jason M. Lemkin warns that public SaaS companies are stuck in a crisis. Valuations have hovered around 6x for three straight years, and last year saw the…

26 Jan 2024 · 0 min

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Jason M. Lemkin warns that public SaaS companies are stuck in a crisis. Valuations have hovered around 6x for three straight years, and last year saw the slowest growth ever recorded for the sector. He worries some of that slowdown may be permanent.

And this is the first year I'm worried. And I'm not worried the fact that we're trading at 6x, but I'm kind of worried about that because we're in the third year of preemie public multiples. Like, I am worried about public multiples. It's tough for investing. I am worried, just worried that we, like, the deceleration that we saw last year, that public SaaS companies growing at their slowest pace ever. I'm worried some of it may be permanent.