Hacker News new | ask | show | jobs
by eitally 210 days ago
What's the conventional wisdom explanation for why the big enterprise SaaS vendors are all down 10-20%+ YTD. This holds for ServiceNow, Workday, and even Salesforce?
2 comments
nathancspencer 210 days ago
Not that I agree, but per-seat pricing, with forecasted lower seat growth of companies due to AI labor market displacement.
link
bigyabai 210 days ago
They were overvalued.
link