SaaS

Disrupted or Disruptor: The Strategic Imperative of AI for Vertical SaaS

The emergence of Vertical AI presents a significant opportunity and threat for Vertical SaaS companies. While Vertical SaaS has achieved remarkable success, its limitations in handling unstructured data and serving industries with low ACVs or tight margins are being addressed by AI. The decline of Chegg following ChatGPT’s launch serves as a stark warning of […]

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Horizontal vs. Vertical SaaS: A Data-Driven Perspective

The SaaS landscape is often characterized by two dominant approaches: Horizontal SaaS, offering solutions to a broad audience across industries, and Vertical SaaS, which focuses on niche markets with tailored, industry-specific products. While both models have their strengths, our comprehensive analysis of 50 publicly traded SaaS companies revealed distinct performance trends and strategic implications. Performance

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