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Since Marc Andreessen published his essayWhy Software Is Eating The World in 2011, software companies have been some of the very best-performing public equities. Companies like Salesforce (CRM), Atlassian (TEAM) or ServiceNow (NOW) are fantastic success stories of the past decade.
In recent years, Software-as-a-Service (or SaaS for the rest of this article) has really taken the spotlight. And for good reasons. IT purchasing has become decentralized, sales cycles are now shorter and product adoption is more nimble than ever.