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18 results for “saas margins”
Topic29 mentions across episodes
SaaS
Concept24 mentions across episodes
SaaS
So 30% margins instead of something like a percent and a half, you have to sell a lot less of those services than you ever did on Lemonade to make the same amount of money. Well, then if you told me that, I would dig into it even further, and I would
2:08 / 3:18
from transcript2:08 – 3:18
...everyone has less margins than traditional SaaS, but everyone is group growing like crazy. And there's, like, other implications of this to how people
4:30 / 5:39
from transcript4:30 – 5:39
...your high margin SaaS play where costs and revenue are completely unrelated kind of a thing. We are selling, much like the AI companies, effectively something that has cost of goods sold that we have to deliver actual margin on top of. COGS plus marg
1:08:10 / 1:09:21
from transcript1:08:10 – 1:09:21
...retail margins. And I worry that application SaaS companies are trying to preserve their existing gross margin structures because they believe that if their gross margins go down, their stocks will go down. It is definitely impossible, given what we
14:56 / 16:09
from transcript14:56 – 16:09
...the margins go up over time. Hey, everybody. At SaaStr, Fin is the number one AI agent for resolving complex queries like refunds, transaction disputes, and technical troubleshooting, all with speed and reliability. See how Fin can deliver the highes
0:01 / 1:05
from transcript0:01 – 1:05
...companies and SaaS company margins, you can fall into the trap of thinking, well, why would I ever wanna be involved in a business that doesn't have 90% margins? But, actually, what you should really care about, especially as an investor, is not your
1:47:13 / 1:48:18
from transcript1:47:13 – 1:48:18
...you is, do margins matter as much in a world of AI, and are we entering a new way that we should be thinking about margins? Yeah. So here is actually where I think there's nuance in the margin conversation that's important. Okay? So if you look back
24:44 / 25:48
from transcript24:44 – 25:48
...you know, you're 80%, 90 gross margins. What are yours your gross margins look like given the the human element? Yeah. So so our margins aren't as high as a pure software company yet. We're getting there, but we're getting it faster than expected, an
39:34 / 40:46
from transcript39:34 – 40:46
...margins? So first of all, it's typically a lot of organic traffic. One, I would look at your m one, you know, your sort of month one as,
25:55 / 27:29
from transcript25:55 – 27:29
...margins, what is their gross margin? Because is it SaaS level good at 75, 85%? Nope. Their gross margins are 98%. Unreal. There are no variable costs in this business. There are no cost of goods sold. Unreal. It's crazy. So I think with 50% net incom
2:50:15 / 2:51:17
from transcript2:50:15 – 2:51:17
...gross margins anywhere near SaaS or Internet era margins. Now their OPEX can be a lot lower, and, you know, maybe that's how you square it. But just the gross margins are fundamentally different. And until scaling laws change and and the importance o
12:41 / 13:55
from transcript12:41 – 13:55
...for all SaaS based software. Because when you talk to customers, they hate it. They really hate it. Where, asterisk, it is not related to the value they consider that they put in. So I have usage based pricing for Splunk. If I send them twice as many
29:59 / 31:01
from transcript29:59 – 31:01
...18% operating margins. And now here they are in a more of a platform as a service world with customer lock in generating 30% margins.
2:05:55 / 2:07:19
from transcript2:05:55 – 2:07:19
...margins? So first of all, it's typically a lot of organic traffic. One, I would look at your m one, you know, your sort of month one
28:28 / 29:51
from transcript28:28 – 29:51
...oh, in SaaS, you have to have 80% gross margin. Look at Snowflake. It's got 20. You know? Margin matters, but early, it can be a misleading indicator, especially when an architecture shift is happening. The reason why in AI and I'll give you the the
33:42 / 35:03
from transcript33:42 – 35:03
...margins because of an investment profile that involves massive CapEx, etcetera. And so you can look at a business like a snowflake that had negative gross margins very late in their in their life cycle, and that was a a precursor to the l l l m world
7:30 / 8:38
from transcript7:30 – 8:38
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