About this episode

Andrew Walker discusses the future of Sprout Social with Deiya Pernas, focusing on the implications of the SaaS selloff and the company's long-term potential.

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Deiya Pernas of Pernas Research about Sprout Social (SPT) and the broader SaaS selloff. They examine the company’s platform, competitive positioning, and whether the market is mispricing its long-term potential. The discussion covers API complexity, integrations, AI risks, and shifting perceptions across SaaS. They also address valuation, stock-based compensation concerns, and possible catalysts including governance changes or acquisition interest. The conversation closes with a wider look at the so-called SaaS apocalypse and where opportunities may exist. ____________________________________________________________ [00:00:00] Introduction and guest overview [00:03:59] Sprout Social business model explained [00:05:38] Market mispricing and SaaS selloff [00:09:53] Fundamentals versus market perception debate [00:12:05] SaaS valuation reset discussion [00:13:45] Platform capabilities and customer usage[00:15:16] API complexity and competitive advantage [00:18:58] Compliance risks and AI concerns [00:21:48] Platform competition from social networks [00:23:50] AI disruption and company adaptation [00:27:07]…

People in this episode

Host: Andrew Walker

Guest: Deiya Pernas

Topics covered

• SaaS selloff
• market mispricing
• valuation
• AI risks
• competitive positioning
• governance changes
• investment opportunities

Keywords

• Sprout Social
• SaaS apocalypse
• valuation
• API complexity
• stock-based compensation
• market perception
• investment opportunities

Mentioned in this episode

Organizations: Pernas Research, Sprout Social

Products: $SPT

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