This site is often filled with responses from the jilted and jaded. Does anyone still believe the company has a viable path forward? Are the right people still in place to execute that turnaround, or is it time for employees to start planning their exit?
There is a lot of complacency abounds with people openly stating they are just hanging around for the paycheck. Does anyone have faith? I'm by no means the "Company Man", but I would like to still believe that there is a path forward.
SAS is 100% doomed. I mean look no further than the c-suite under Goodnight, no real company would hire any of those hacks. But he has them because of one reason…. none of them will ever have an opinion that differs from him.
One thing that is rarely mentioned in these discussions is SAS market share.
Stable revenue in a stable industry is one thing, stable revenue in a rapidly growing industry is another, and that has been the case for SAS these past 10 years.
How much has the market grown in the past 10 years? 3x, 5x, 10x? Our market share has dinimished accordingly, which makes doing business much harder, because our voice is (relatively) much smaller. There's a risk we're becoming irrelevant, because of diminishing market and mind share. Potential buyers will recognize that risk, and value us accordingly.
I don’t recall a single person saying that someone was going to buy SAS “and keep it intact to please the founder”.
That last part is ridiculous enough that it doesn’t really need saying. But you do you.
But someone WILL buy SAS. And if you think a profitable 3+b company doesn’t have value other than “the code” then you are truly clueless in how businesses are valued.
The company is only worth what anyone is willing to pay for it. There was a window of several years where things were on the upswing and that window has closed. The only thing that has value now is the code. No company is going to buy SAS and keep it all intact to please the founder and all that. It's just not going to happen.
For a brief shining moment, it was Camelot. Now its best days are behind it and that's how it goes. Critical things were either not kept up with or were kept as is for the wrong reasons and profitability has suffered for it.
@ev Then explain to us exactly how a companies value is determined. I know the answer and I promise you that revenue and profitability are major parts of the equation.
Growth vs Stable vs Contraction are also factors but not the only ones. And stable is not the 2 headed monster you seem to think it is.
@et I didn’t say its revenues declined. Its value surely has.
But you’re right, that guy may miss the distinction 😁.
Queue the "decline to 3+ billion" guy!
Recent articles aside, the talks with Broadcom advertised to the world that the company is for sale. Clearly, no one has offered the desired price.
“too many highly paid people allowed to stay in their roles so no fresh ideas were ever allowed in.”
There lies the root of the oroblem. When a tech company stifles innovation, its value can only decline.
oh yes because there are so many articles about sas these days. right.
@cm stop being obtuse. There have been several articles written about SAS lately. Forbes has been widely shared. Fortune had not (because it doesn't exist). It was a genuine question in seeking knowledge of an article that was mentioned on the thread.
@cm Be nice. Allow for the possibility that N (the number of articles that have been written about SAS) is greater than 1. Therefore, inquiring which of N>1 articles the writer had in mind is a perfectly reasonable question.
Jeez I wonder why the company is in trouble. It was Forbes, not Fortune, and if you're so d-mb you can't even google to find it, you're part of the problem.
https://www.forbes.com/sites/phoebeliu/2026/05/15/billionaire-sas-jim-goodnight-built-an-analytics-profit-machine-ai-forcing-reinvention/
Kodak, is that you calling? Blockbuster...ToysRUs....Nokia...SAS
Share link to Fortune article please
@av Please - which "the Fortune article"?
No. The Fortune article made it very clear that they're shopping the company to be sold. If you didn't read it, then you need to.
What we will see until it's on its last legs is a constant reduction in force. At some point the payout policy will probably change to offer less money.
SAS is done. I'm sorry to tell you that but it is. Too many years without change, too much complacency, too many highly paid people allowed to stay in their roles so no fresh ideas were ever allowed in. It's sad.
With this management? No, it’s just a matter of time.
@OP There is
I got jilted, so I left. I may also be jaded.
But for the sake of friends keft behind, I truly hope the company succeeds.
I’m open to reason. So tell me, what is the viable path forward?