SaaS Revenue-Valuation Disconnect: "Stock Down 45%, Revenue Up 23%"
r/SaaS·medium signal
A public SaaS company founder describes the AI-driven valuation disconnect: revenue +23% YoY, net retention 112%, customer count +18%, yet stock down 45%. Claims the pattern is "the same across dozens of us." Markets are pricing in AI-driven seat extinction before it shows in financials. 126up with 89 comments (ratio 0.71 — highest engagement density in today's dataset). Confirms the "SaaSpocalypse" pricing thesis with first-person practitioner testimony.