Since ChatGPT arrived on the scene some three years ago, analysts have been warning that entire industries, including ...

AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcome-based economics.

The writing is on the wall as AI companies race to add vertical functionality Software stocks have taken a beating over the ...

In today's technologically advanced world, software as a service (SaaS) has revolutionized how businesses and individuals use software. Moving away from the traditional methods of buying, installing ...

The stock market is becoming very negative about the prospects of SaaS companies in the AI-assisted Code era, says Sridhar ...

SaaS stocks have plunged on AI fears.

LONDON--(BUSINESS WIRE)--According to Technavio Research Report, "Software as a Service (SaaS) Market by deployment (public cloud, private cloud, and hybrid cloud), and geographic regions (North ...

I’ve discussed in several recent blogs software-defined operating platforms, which cause a dynamic, much more intimate relationship between a company’s tech stack and operations. The new world of ...

It’s no secret that software is a major driver of modern business. Technological infrastructures are what services are built on these days, and it’s essentially a foregone conclusion to say that you ...

Software stocks have been pummeled to start 2026.

Global AI advancements spark investor fears of SaaS disruption, impacting tech stocks while industry leaders advocate for an ...