How M&A Buyers Now Price Cloud Cost Optimization

In this episode of Tech M&A with Fexingo, Lucas and Luna examine how cloud infrastructure costs are reshaping software acquisition valuations. With a real-world focus on Oracle's recent 7.8 percent drop — driven by rising cloud migration costs — they break down how buyers are now subtracting future cloud spend from deal multiples. They also discuss how Snowflake's 1.6 percent five-day gain signals market preference for cloud-native architecture. Plus, a look at why some SaaS targets see their EBITDA haircut by 20 to 30 percent due to cloud dependency. A must-listen for founders, operators, and finance pros navigating tech exits. #CloudCosts #MAndA #Oracle #Snowflake #SaaS #TechAcquisitions #CloudMigration #EBITDA #Valuation #DealRoom #FexingoBusiness #BusinessPodcast #TechMergers #SoftwareAcquisitions #DueDiligence #CloudInfrastructure #CostOptimization #AcquisitionMultiples Keep every episode free: buymeacoffee.com/fexingo