Is the 2016 Economy a Risk to SaaS Companies?

Tunguz analyzes whether macroeconomic headwinds in early 2016—including slowed venture financing, low GDP growth, and Fed policy shifts—materially impacted SaaS company revenue predictability and buyer purchasing behavior. Using revenue surprise and earnings surprise data from publicly traded SaaS and consumer companies, he concludes that most SaaS businesses continued to meet or exceed Wall Street forecasts, suggesting buyer demand remained stable despite economic uncertainty.