SaaSpocalypse

concept
4 mentions 4 recordings first heard Mar 2026 last heard yesterday ↑2 vs the 6 months before

Coined term used to describe a market environment dominated by software stocks

Trend

mentions per week · public audio 7d30d6M12M
1 · 16 Sep MarMayJunJulSepnow

Peak in the week of 16 Sep — 1 mentions across 1 series.

Moments

newest first · ▶ plays the moment
Gaurav SodhiFEAR & GREED | Business News · Q+A: Where to invest if the AI boom comes unstuck · 4:23 · today
…Look, the the SaaSpocalypse is a great example of you know the SAS pocalypts referring to the the rapid and quick repricing of of software stocks from very high multiples to much lower multiples.…
· Open transcript →
Sean BarrettBusiness Breakdowns · Toast: Sticky SaaS - [Business Breakdowns, EP.247] · 7:53 · 29 May
…But then I think from a valuation perspective, no surprise to you, there's been a pretty severe debate in public markets around the SaaSpocalypse, SaaS is dead narrative.…
· Open transcript →
Bill McDermottNo Priors: Artificial Intelligence | Technology | Startups · Scaling Global Organizations in the Age of AI with ServiceNo... · 0:00 · 17 Apr
…The cost to replace an enterprise platform in this SaaSpocalypse that people talk about is an extraordinary expense.…
· Open transcript →
Motley Fool Hidden Gems InvestingWhat We’re Doing (or Not Doing) as the Market Drops · 10:34 · 6 Mar
…And this is not a SaaSpocalypse this week.…
4 moments · sign in to read them all