Every week I’ll provide updates on the latest trends in SaaS valuations, earnings announcements, and highlight any significant news. Follow along to stay up to date! Highlight of the Week - Morgan Stanley Identity Access Management (IAM) Report Yesterday Morgan Stanley published a very bullish report on the IAM space, citing a TAM of >$30B, when current industry TAM estimates from IDC are ~$8B. Their estimates are higher because they believe growing cloud adoption opens up a much larger user base and higher ASPs over time:
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Clouded Judgement 10.2.20
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Every week I’ll provide updates on the latest trends in SaaS valuations, earnings announcements, and highlight any significant news. Follow along to stay up to date! Highlight of the Week - Morgan Stanley Identity Access Management (IAM) Report Yesterday Morgan Stanley published a very bullish report on the IAM space, citing a TAM of >$30B, when current industry TAM estimates from IDC are ~$8B. Their estimates are higher because they believe growing cloud adoption opens up a much larger user base and higher ASPs over time: