Tired vs. Wired: Our Deep Dive on Why Software Spend Is Up Record Amounts … Yet Half of SaaS Is Still Dying

According to SaaStr, we're witnessing a software spending paradox. Global software spend is accelerating to fifteen percent growth this year — the fastest pace in a decade — with analysts projecting the market will swell from one point two trillion dollars to one point four trillion. Yet at the same time, public software stocks are languishing at a discount, and half of SaaS companies are struggling. It's a tale of two markets: massive aggregate IT budgets that are highly concentrated among winners, leaving traditional SaaS in a squeeze.

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