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SaaS 的抛售结束了吗?

Posted on 2022-04-14

早上好!我在收拾我的写作和播客设置之前的几分钟内给你写信,这样我就可以赶几架飞机去旧金山参加早期阶段。 (我正在主持 两个会议,包括一个关于扩展 ARR 的会议,所以来吧!)我的同事和频繁的合作者Anna Heim今天编写了真正的 Exchange, 它非常棒。考虑一下这是某种奖励。


SaaS 的抛售可能已经过去。

科技股价值的下跌已经消退,公共云公司似乎已经找到了一个新的交易水平,他们可以在某种程度上舒适地徘徊。对于更普遍的科技公司,尤其是科技初创公司来说,这既是好消息又是坏消息。

我们在2021 年最后几个月和2022 年头几个月看到的现代软件公司估值迅速、可怕的下跌已经停止,这很好。不幸的是,市场对软件价值的重新定价似乎已经准备好坚持下去。


交易所探索初创公司、市场和资金。

每天早上在 TechCrunch+ 上阅读它,或者每周六获取The Exchange 时事通讯。


更简单地说,年度经常性收入或 ARR 的价值下降可能正在放缓,但也没有迹象表明我们即将看到反弹。

Bessemer 的Janelle Teng最近发布了一项有用的分析,该分析深入探讨了推动科技股价值的一些宏观因素。关键是利率与科技股之间的反比关系:利率越高,软件股越低,或多或少。 (动态背后的机制对于我们今天的目的来说有些无关紧要;重要的是关系。)

具有讽刺意味的是,利率可能是预期软件股的大部分抛售已经过去的最佳理由。

原文: https://techcrunch.com/2022/04/13/is-the-saas-selloff-over/

本站文章系自动翻译,站长会周期检查,如果有不当内容,请点此留言,非常感谢。
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