SEG：2026年 SaaS 行业年度报告（英文版）（57页）.pdf

1、ANNUALANNUALSaaSSaaSREPORT20262026Youre getting pinged nonstop by potential buyers.One email turns into a call,then an NDA,thenuncertainty.Whats real?Whats risky?Whats worth your time?We guide you through it all,making every conversation strengthen your position.PRESSURE-TEST YOUR OPTIONSPRESSURE-TE

2、ST YOUR OPTIONS3Copyright 2026 Software Equity GroupYouve spent years proving it works.When interest starts coming in,it helps to understand what its worth.START WITH A STRATEGIC ASSESSMENTSTART WITH A STRATEGIC ASSESSMENT4Copyright 2026 Software Equity GroupSEGs Perspective on the Software&SaaS Lan

3、dscapeAustin HammerPrincipalPaxton EarlAnalystThank you for taking the time to explore our latest research report.Since 2001,weve been committed to tracking the ever-evolving software industry,and were honored to have software industry executives and professionals like you as our valued readers.2025

4、 was marked by economic resilience amid persistent uncertainty.While U.S.public equity market gains were increasingly concentrated in a narrow group of mega-cap AI leaders,underlying fundamentals across software improved meaningfully.Public SaaS companies reached record scale and profitability.At th

5、e same time,advances in AI accelerated,prompting strategic buyers and investors to move aggressively to establish early positions through increased technology investment.Within public software markets,performance dispersion widened,with the strongest results concentrated among top-quartile SaaS busi

6、nesses.While the SEG SaaS IndexTMdeclined in aggregate,this headline outcome masked solid gains among AI-enabled companies tied to data infrastructure and core enterprise systems.From this lens,Analytics&Data Management emerged as the best-performing category,reinforcing investor preference for plat