SaaS has been dead in 2025, but is this the case going forward?
Exactly - debate for Adobe is seats growth vs pricing rise. I am confident for this company, switching cost are high. Additionaly, They just bought semrush.
Switching cost doesn't address slowing growth unfortunately. You can have very high switching cost and still watch revenue growth decelerate.
Exactly - debate for Adobe is seats growth vs pricing rise. I am confident for this company, switching cost are high. Additionaly, They just bought semrush.
Switching cost doesn't address slowing growth unfortunately. You can have very high switching cost and still watch revenue growth decelerate.