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:
Clouded Judgement 10.2.20
Clouded Judgement 10.2.20
Clouded Judgement 10.2.20
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: