The Economics of SaaS

Web2.0


This post, based on a review of the current public SaaS comps, is the SaaS analog. The analysis includes: WSSI, CRM, OMTR, RNOW, TLEO, and VOCS.
The Economics of SaaS: We Need a Platform - Will Price via O'relly Radar

O'relly Radarで紹介されていたSaaSの分析資料。既に公開しているSaas企業がこんなにあったとはちょっと信じられなかったが、それは昨年から流行りのGoogle Docs & Spreadsheetsタイプをイメージしていたからで､その定義はもうちょっと広いものらしい。

There are two types of SaaS providers. The first has often been referred to as an Application service provider (ASP) where a customer purchases and brings to a hosting company a copy of software, or the hosting company offers widely available software for use by customers, such as hosting Microsoft Office and making that available across the web to customers who pay a fee per month for access to the software. The second type of SaaS provider offers what is often called software on-demand, where a company offers to customers software specifically built for one-to-many hosting.
Saas - Wikipedia

90年代のclient/serverタイプのサービスと比べたときの特徴は以下のようなことらしいが､

  • 1.6x longer to get liquid
  • 3.65x more capital
  • 1.75x more revenue to hit profitability
  • Salesforce, for example, raised $64.52m in equity, to Peoplesoft's $10. Websidestory raised $43m to BOBJ's $5m.

The Economics of SaaS: We Need a Platform - Will Price via O'relly Radar

コメントを見ると｢It's not the economics of SaaS at all but the economics of startup. ｣なんて言われちゃったりもしている。