tldr:
You have reached the personal Web site of Ryan Donovan. For professional details and engagements, see my LinkedIn or book time with me via Calendly. Here I blog about the myriad of topics of interest to me, including Leadership Notes as a veteran SaaS executive; all things Product and Engineering; building advanced Smart Home / Home Lab setups; Photography; Travel; Dogs; and all things related to Aviation and Cars.
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Navigating the SaaSpocalypse – Hybrid Pricing (….OR EBITDA) Create the Path for Good Financial Outcomes
Introduction From a public market perspective, the SaaSpocalypse definitely happened in 2026. Publicly traded SaaS companies saw approximately $1 trillion in market value erased during the first half of the year. Private company SaaS valuations have seen similar compression, with the lowest tiers now only trading at Enterprise Valuations at 1-2X revenue. However, all is…
Navigating the SaaSpocalypse – The Product Portfolio Edition
Introduction The SaaSpocalypse is indeed real. The rise of AI has brought a new competitor – that of a custom vibe-coded solution. Those without the right product are at significant risk of disruption. Hundreds of millions of people now use LLMs on a daily basis around the world and user taste has materially changed -…
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