In early February, SaaS stocks lost almost $300 billion in market cap in a single day. For some firms, such as Thomson Reuters, the drop reached 16%, the largest decline in their long history. This ...

Salesforce (CRM) CEO and founder Marc Benioff has watched his company's stock fall 30% year-to-date as the noise about artificial intelligence disrupting SaaS has dragged down the entire sector. The ...

This time, we’re doing something different. Instead of breaking down a big-tech engineering blog, I want to share the architecture of an amazing open-source project I discovered recently. This really ...

From Chaos to Control examines the chaos that often comes from shadow AI hidden in SaaS apps and urges better visibility and control over agentic AI. A new report from Grip Security analyzes 23,000 ...

For years, the mandate for IT leaders was straightforward: “Find SaaS sprawl and consolidate it.” But as we move into 2026, that expectation is expanding. Understanding how many apps you have still ...

A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%. Like most ...

AI-driven software disruption fears are overblown; SaaS firms may thrive with AI. Enterprise DIY software projects often fail, benefiting established SaaS vendors. AI startups struggle against SaaS ...

On Monday, Databricks announced it reached a $5.4 billion revenue run rate, growing 65% year-over-year, of which more than $1.4 billion was from its AI products. Co-founder and CEO Ali Ghodsi wanted ...

I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...