We speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) sector and how it is changing with everybody already a believer in the cloud and subscription models. We focus on PagerDuty and the newly public company's tough competitive landscape, and why Atlassian may be twisting the screws on it. Learn more about your ad choices. Visit megaphone.fm/adchoices

We speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) sector and how it is changing with everybody already a believer in the cloud and subscription models. We focus on PagerDuty and the newly public company's tough competitive landscape, and why Atlassian may be twisting the screws on it.Learn more about your ad choices. Visit megaphone.fm/adchoices

We speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) sector and how it is changing with everybody already a believer in the cloud and subscription models. We focus on PagerDuty and the newly public company's tough competitive landscape, and why Atlassian may be twisting the screws on it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Idea #77: SaaS on SaaS And The PagerDuty Short

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

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Behind The Idea #77: SaaS on SaaS And The PagerDuty Short

Behind The Idea #77: SaaS on SaaS And The PagerDuty Short

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