ServiceNow's CEO is one of the first software execs buying shares in their own companies in the wake of the SaaS sell-off.
BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.
There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results