These are very different products, for different audiences
64 karma · joined December 12, 2019
Performance through-the-cycle is a big question. One can point to Salesforce (founded 1999, IPO 2004), which has been around for 20+ years... However, big sample bias here (ditto for my article, with sample n = 1). Salesforce, a big-category-defining company - may not be representative of moderately-sized businesses.
Whoisnnamdi - per your post, revenue retention looks like a key metric driving valuations!