How Tech M&A Now Prices Customer API Vendor Lock-In

Lucas and Luna dive into a new pricing pressure in software acquisitions: how strategic buyers are increasingly discounting targets whose customer relationships depend on single-vendor API ecosystems. Drawing on this week's data—Microsoft flat near $385, Oracle dropping 8.6%—they unpack how API vendor lock-in has become a liability in deal valuation. They walk through why acquirers now scrutinize not just churn but the portability of integrations, and how companies that build on open standards command a premium. Along the way, they touch on how Apple's Siri AI opening up to third parties signals a broader shift away from proprietary API gates. This is episode 111 of Tech M&A with Fexingo. #TechMandA #SoftwareAcquisitions #APILockIn #VendorLockIn #SaaSValuation #MAndADeals #TechDeals #StrategicBuyers #OpenAPIs #IntegrationRisk #OracleDrop #AppleSiriAI #CustomerChurn #DealPricing #BusinessPodcast #FexingoBusiness #TechnologyPodcast #PodcastEpisode111 Keep every episode free: buymeacoffee.com/fexingo