DayDayDreamRetire
可複製的方法論 × 可信賴的深度分析＝陪你走向清晰的財務未來
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 6 months ago | Last Issue | 25 days ago |
| Active | Language |  Korean | |||
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daydaydreamretire.substack.comLatest Issues
同樣面對 AI，為何有人失速有人加速？中小型 SaaS 案例的壓力測試與拆解
熟悉我的讀者都知道，我對軟件行業被 AI 取代持懷疑多於相信的態度。上一篇我在研究 ServiceNow 時得出的結論是：AI 暫時仍未對公司的營收造成顯著影響。
但所有事情也要看兩面，大型軟件公司未受明顯衝擊，不代表中小型軟件公司也一樣。那麼，中小型 SaaS 公司目前的情況如何？是否已經有公司開始受到 AI 衝擊？如果有，它們之間又是否存在一些共同特徵？
帶著這些問題，我做了一些研究。以下會透過幾個有啟發性的公司案例，分析 AI 對軟件行業可能帶來的實際影響。
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全網最詳細拆解！ServiceNow Q1 季報：終結無意義的爭論與雜音，以數據驗證AI 的真相
關於先前SaaS未日論的推論及爭議，在此我就不再展開了。經過數月思考和辯論後，支持與反對的立場已經相對清楚。然而，多數論據仍停留在缺乏實質證據的層面，繼續爭論也沒有幫助。
因此，本文將聚焦於可以用實際數據驗證的部分，並從 2026 年 Q1 財報出發進行分析。
2026 Q1 財報整體觀察
整體而言，財報數據表現不錯。以下為逐點分析：
1. 成長指標（RPO / cRPO / Revenue Growth）
- RPO、cRPO、營...
UNH 2026 Q1 季報短評
聯合健康集團 (UNH)剛出了最新季報，本次財報表現良好，並帶來些許驚喜。
聯合健康集團 (UNH)剛出了最新季報，本次財報表現良好，並帶來些許驚喜。
面對市場回調，我是這樣應對。
每次市場下跌，我從不預測，只用一個框架判斷該做什麼。
近期市場出現明顯回調，相信有持續關注的讀者都已經有所感受。市面上也出現了不少觀點與心靈雞湯，在此不再重複。這篇文章，我想分享的是我個人的思考框架，以及在面對不同風險時，我會如何應對。
給讀者們的小禮物
為了方便 ~~(自己)~~ 大家查看到我的最新估值，我弄了個網站。只要註冊並登入後即可免費使用！
現時功能比較簡單，十分歡迎各位提出不同意見，無論是現有功能改進、新功能的提議、或者是發現有bug。
另外，由於現時只有我自己為每間公司遂一研究後才製作估值模型，涵蓋的公司和產業數量相當有限，如有錯誤的數字／未更新的模型，也請各位提醒一下，我會盡快修改。
如果有讀者有興趣一起參與製作估值模型，一起貢獻這網站，亦十分歡迎私信聯絡我！
最後感謝各位的支持，請多多踴躍使用及參與！...
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一起在投資路上努力 直到我們退休的那天
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