ServiceNow is exceptionally positioned to benefit from enterprise AI adoption, countering 'SaaSpocolypse' fears with robust, integrated AI capabilities. NOW’s AI platform addresses key enterprise pain ...

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The verdict is in: SaaS is dead. At least, that’s what the market seems to believe. The rise of agentic AI — autonomous software agents capable of handling complex professional tasks — has sent SaaS ...

During last week's software forest fire, there was simply nowhere to hide. That's true even for arguably the best software companies, which supposedly boast some of the strongest moats among peers, ...

Software stocks have fallen amid fears that the companies' businesses will be disrupted by generative AI tools and services. Uncertainty about the outlook for the sector has led to earnings multiple ...

In a world where generative AI can increasingly do the work, what will happen to Saas, asks Shamillah Bankyia The pricing of public software has undergone a drastic repricing. Over the last few weeks, ...

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

The SaaS giants began deploying an aggressive AI-first marketing campaign in 2024, when the focus shifted from generative AI to agentic AI. But if you look past that and crack open their latest ...

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One day not long ago, a founder texted his investor with an update: he was replacing his entire customer service team with Claude Code, an AI tool that can write and deploy software on its own. To Lex ...