SaaS Isn’t Dead, the Pricing Model Might Be None – TTAN
Pitch Summary: TTAN has held up better than most software stocks, compressing from about ~120x to ~90x NTM P/FCF. The market believes the agent shift is largely irrelevant to its economics, as TTAN owns the operational backbone of a contractor. With net dollar retention north of 110%, TTAN can continue compounding ARPU through attach and […]
