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How Investors React When Companies Announce They’re Moving to a SaaS Business Model

Harvard Business Review

To understand how traditional software vendors can move to the SaaS model while managing the transformation’s challenges, we studied how the stock market reacted to publicly listed firms announcing they wanted to introduce a new SaaS offering from 2001 until the end of 2015.

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How Software Is Helping Big Companies Dominate

Harvard Business Review

In 2011, venture capitalist Marc Andreessen declared that “software is eating the world.” In 2003, then-HBR-editor Nick Carr wrote an article (and later a book) titled “IT Doesn’t Matter.” It already had experience building hardware, operating systems, and software development kits from its PC business.