The Physical Shield: Why B2B Software Companies Anchored to the Real World are Outpacing the SaaS Market
Executive Overview While the broader public software sector absorbs the compounding shockwaves of generative artificial intelligence, a distinct category of B2B technology companies is experiencing a period of historic acceleration. Heavyweight operators servicing the physical world—such as Shopify, Toast, and Samsara—are posting quarterly revenue growth figures that outpace the median public B2B software company by…