SEG：2024年度SaaS报告（英文版）（60页）.pdf

1、2The AuthorsAustin HammerPrincipalGabrielle AvantinoAnalystLamson VuAssociateSEGs Perspective on the SaaS Landscape“With much of the market chatter in 2023 focused on inflation and interest rates,layoffs,regional bank instability,and other news-grabbing headlines,2023 was a stronger year for SaaS th

2、an most realize.Rapid technological advancement,resilient public companies that saw a run on stocks led to a public market recovery(and new record highs starting off 2024),and healthy M&A activity are just a few data points that are overlooked when examining the market.Thats where we come in!Theres

3、a lot to dive into,and were so grateful to be doing so alongside our readers.Thank you once again for being part of this journey with us.Without further ado,we are thrilled to share our 2024 Annual SaaS Report.”-Austin Hammer,Principal,Software Equity GFor many in the technology industry,the story o

4、f 2023 was all about artificial intelligence,its rapidly advancing commercial applications,and the speed and extent with which it will impact the world we live in,both from a business and personal perspective.In early 2023,OpenAIs Chat-GPT became the fastest-growing consumer application in history(1

5、),and overnight,artificial intelligence went from something on the fringe of the average persons everyday life to a household name.The advancement of generative AI and its impact on software and SaaS companies,both as users and creators of AI,was a top story in 2023 and one that will be front and ce

6、nter in 2024 as well.However,quietly and perhaps a bit behind the scenes,another storyline proved to be just as important in 2023:the resilience of the U.S.economy and subsequent cementing of software and SaaSs place as a key pillar driving digital transformation globally.In a year where cutting-edg