The death of SaaS has been greatly exaggerated

u/michahell · Reddit — r/ValueInvesting · August 08, 2026 at 12:20 · ⬆ 38 pts · 💬 21 comments  | View on Reddit ↗
AI Summary

Summary

  • Post challenges the "SaaSpocalypse" narrative by citing seat-based revenue share rising from 65% (Apr 2025) to 76% (Apr 2026).
  • Author acknowledges the data may be skewed because AI companies also sell seat-based subscriptions, but overall argues SaaS decline is exaggerated.
  • Quality: Light data-driven commentary, not deep DD; more of a sector observation than rigorous analysis.
Score 38
Comments 21
Upvote % 98%
Ideas
u/michahell Reddit r/ValueInvesting
Seat-based SaaS revenue share increased from 65% to 76% year-over-year. SaaS spending resilience supports broader tech sector demand and valuations. Broad tech/SaaS exposure may deserve monitoring for a potential long entry. AI companies may be inflating seat-based numbers, making the data misleading.
XLK MED
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This Reddit post, published August 08, 2026, features u/michahell discussing XLK. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/michahell  · Tickers: XLK