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25iQuiz: Was cable television the first software as service (SaaS) business? Or was telephone or telegraph first instead? John Malone pioneered so many aspect of SaaS in any event, most notably the business and financial models. google.com/amp/s/25iq.com…
This sounds like SaaS to me:
John Malone: "Levered cash flow growth became the mantra [in cable]. A number of our eastern competitors early on were still large industrial companies — Westinghouse, GE, — and they were on an earnings metric."
Quasi-annuity value is created.
John Malone: "Levered cash flow growth became the mantra [in cable]. A number of our eastern competitors early on were still large industrial companies — Westinghouse, GE, — and they were on an earnings metric."
Quasi-annuity value is created.
John Malone: "The first thing you do is make sure you have enough juice to survive."
Part of why payback period in a SaaS business is so important is that the only unforgivable sin in business is to run out of cash ("juice"). LTV isn't a miracle cure for loooong payback periods.
Part of why payback period in a SaaS business is so important is that the only unforgivable sin in business is to run out of cash ("juice"). LTV isn't a miracle cure for loooong payback periods.
2012 Mavericks Lecture: John Malone
Listen and learn. Suitable for listening to it without the video as you would a podcast.
Listen and learn. Suitable for listening to it without the video as you would a podcast.
