Quick Read ServiceNow (NOW) fell 36.9% year to date amid SaaS sell-offs but beat Q4 EPS by 3.37% and grew revenue 20.7% YoY, ...

There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude ...

The sell-off in software-as-a-service (SaaS) stocks could be creating a generational buying opportunity in the group. At least this is the view of Thoma Bravo, which is widely regarded as one of the ...

・Zavery discussed the shift in Saas business models, from a focus on increasing ‘seats’ and users to offering AI-driven platforms that automate work. ・‘If you’re not using the latest technology and ...