In the first two articles of this series, I looked at SaaS economics from the inside: how ARR, ARPU, churn, CAC, LTV and CAC payback work in...
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The Hidden Economics of AI SaaS: Compute, Tokens and Real Margins in 2026
In the first article of this series, I focused on the “classic” SaaS model: ARR, ARPU, churn, CAC, LTV and CAC payback. The conclusion was simple: SaaS is still viable in...
Are SaaS Models Still Viable in 2026? A Practical Look at the Economics Behind “Recurring Revenue”
Over the last decade, “SaaS” has been almost synonymous with “the future of software”. In 2026, the conversation is more nuanced. Higher interest rates, tougher fundraising...