Twilio shares rocketed nearly 25% Friday. The customer-engagement platform crushed Q1 expectations. Revenue hit $1.41 billion, up 20% year-over-year on a reported basis and 1...
Salesforce stock has shed 28% this year. Bears howl about the 'SaaSpocalypse.' AI agents, they say, will gut software-as-a-service revenue. Why license seats for humans when...
A single plugin from Anthropic in early February 2026 triggered the unraveling. SaaS stocks shed nearly $300 billion in market capitalization in one day, with Thomson Reuters pl...
In early February, Altruist unveiled Hazel, its AI-powered tax planning tool. Wealth management stocks plunged. Over $100 billion in market value vanished within weeks. Investor...
For the better part of a decade, enterprise software vendors enjoyed something close to a perfect arrangement. They sold subscriptions that auto-renewed, raised prices annual...
The commercial software industry is staring down a threat it built with its own hands. After two decades of herding enterprise customers into subscription-based cloud service...
Generative artificial intelligence has sparked widespread anxiety across the technology sector, with some analysts predicting a "software apocalypse." The underlying theory s...
For the better part of three years, artificial intelligence startups building software-as-a-service products could do almost no wrong in the eyes of venture capitalists. Valu...
The rhetoric coming from the executive suites of America's largest enterprise software companies has taken a sharp, combative turn. Leaders at Salesforce, Workday, and other...
Marc Benioff has never been one to shy away from bold proclamations, but his latest declaration may be his most audacious yet: traditional software-as-a-service is dying, and...
A senior executive at Anthropic, the artificial intelligence company behind the Claude chatbot, has issued a stark warning to the software industry: the majority of tradition...
For the better part of a decade, private equity firms and private credit lenders have poured hundreds of billions of dollars into software-as-a-service companies, drawn by th...
For more than two decades, Software-as-a-Service has been the dominant paradigm in enterprise technology — a model so entrenched that it reshaped how companies buy, deploy, a...
A seismic tremor rolled through the software sector this week as enterprise software stocks suffered one of their most punishing selloffs in recent memory, triggered by a cas...
In an unexpected turn for a company synonymous with cutting-edge hardware, Nvidia CEO Jensen Huang has positioned himself as one of the technology industry's most vocal defen...
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