SaaSpocalypse Recovery: Winners and Losers Revealed

SaaSpocalypse Recovery: Winners and Losers Revealed

7h ago
SaaStr AI SprinklerAS Gtm_strategy New

The Gist

  • B2B software market recovers with $2 trillion swing
  • CrowdStrike up 83%, monday.com down 36% YTD
  • AI workloads and multiples drive divergence
  • Consumption and security sectors lead with 54-83% gains

RevBots.ai View:

AI adoption and sector-specific tailwinds are reshaping SaaS valuations unevenly.

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