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David Khalil, Partner and CFO at saas.group, joins Search Funded to discuss the changing economics of SaaS.
We talk about the collapse of SaaS exceptionalism, the shift away from ARR multiples, why GAAP profitability matters again, how stock-based compensation distorts earnings, and how saas.group acquires and operates profitable product-led software businesses for the long term.
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By Nick LallDavid Khalil, Partner and CFO at saas.group, joins Search Funded to discuss the changing economics of SaaS.
We talk about the collapse of SaaS exceptionalism, the shift away from ARR multiples, why GAAP profitability matters again, how stock-based compensation distorts earnings, and how saas.group acquires and operates profitable product-led software businesses for the long term.
Send us Fan Mail
Support the show
Find us on Apple, Spotify, Amazon, and YouTube.