Fears that AI will disrupt the software sector may be overblown for two key reasons.
Thoma Bravo's Orlando Bravo has publicly argued that AI is a tailwind for enterprise software, making existing products more ...
AI isn't as big of a threat to this company that benefits from strong network effects.
Things are starting to look up for software-as-a-service companies, but hedge funds are taking advantage of depressed valuations.
The so-called SaaS-pocalypse has been working its way through the software scene in recent months, with things getting ...
Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.
A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since IGV ETF peaked on September 19, 2025, it has ...
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 ...
On this Friday the 13th, I didn’t have to try hard to come up with a scary story for you. It all started a little over a week ago. Everything in the public and private markets for 2026 seemed as ...
As contracts end, shift budget from SaaS seats to a small team, part-finance part-engineering, that owns this agent. Keep ...
Forbes contributors publish independent expert analyses and insights. Gary Drenik is a writer covering AI, analytics and innovation. It used to be true that real estate was the second biggest expense ...
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