How Software M&A Now Prices in Customer Willingness to Pay

In this episode of Tech M&A with Fexingo, Lucas and Luna examine how acquirers are increasingly pricing customer willingness to pay into deal valuations. Using Oracle's recent acquisition of Cerner as a case study, they break down how subscription pricing models, discounting behavior, and customer upgrade history have become critical diligence metrics. Drawing on live market data from July 10, 2026 — including Oracle's -2.2% five-day decline and ServiceNow's flat performance — they explore why buyers now demand granular data on customer price sensitivity before signing a deal. The conversation also touches on how Meta's +11.5% surge reflects confidence in advertising-based willingness to pay models. A practical look at the new math behind software M&A. #SoftwareM&A #CustomerWillingnessToPay #Oracle #Cerner #SubscriptionPricing #MADiligence #Meta #AdvertisingRevenue #CustomerDiscounting #UpgradeHistory #TechDeals #BusinessPodcast #FexingoBusiness #Podcast #Valuation #PricingPower #RevenueQuality #EnterpriseSoftware Keep every episode free: buymeacoffee.com/fexingo