Jason M. LemkinCEO, SaaStr · Co-Founder of SaaStr AI, SaaStr Fund, Adobe Sign

2025: The Year Companies Will Finally Go Public!

24 Jan 2024 · 1 min

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0:55

Transcript excerpt from Jason M. Lemkin (YouTube) discussing when companies will go public. Lemkin revises an earlier prediction that IPOs would resume in H2 2024, now suggesting the wave will likely shift about six months later, into 2025, citing that January is already late in the year-planning cycle and companies need quarters of preparation (CFO in place, managed numbers, 16–18 quarters outlook).

Questions this video answers

2025 (he says the wave is likely shifted six months from H2 2024).

H2 2024.

About 16–18 quarters ahead.

Chapters

So moving up from the company specific, do you stand by your position that the H2 2024 is when everyone goes it, we're going out. Listen, these things are fluid, right? I felt pretty confident about the vibe check when we did it. If I had to give it honest answer today, I think, I say, I think it's going to happen, but it's going to be shifted six months. So I think it's going to happen in 2025 because it's getting late. It's already January, right? So if you're going to go public this year, you've already kicked it off, right? It doesn't mean you filed like a service titan allegedly has. But you've got the CFO in place, you've managed, you've managed the numbers and you got to be looking, you know, 16, 18 quarters ahead to go public. And so I don't know that folks have come back from the New Year's Eve parties and are and are and are all ready to go public in the second half. So I logically, it has to happen, but it may be, it may be shifted six months.