I think the argument may be that it doesn't justify this - that the main benefit of the SaaS platform has been to provide 1500+ people with something to do - and that perhaps the SaaS platform doesn't really add enough value to justify its existence or the company's valuation.

I don't really have a point of view on this since I've only used the browser extension (though I don't have it installed at present, thankfully) so the SaaS part of the business might be amazingly useful or it might not: I'm just laying out what I infer the argument in this sub-thread to be.