Anaplan CEO: “SaaS Apocalypse“ narrative overstates the decline
After a financial turnaround, Anaplan's Charlie Gottdiener pushes back on doomsaying about SaaS. The sector faces real headwinds—churn, margin pressure, slower growth—but the apocalypse framing misses the nuance.
What's actually happening: consolidation weeds out weak players, survivors scale profitably, and winners capture outsized market share. It's a reset, not a collapse.