AI agents challenge SaaS dominance by shifting value from apps to data context, impacting software stock performance.

ServiceNow and Salesforce look well-positioned for the AI age despite how their stocks have been performing.

Contrary to recent market jitters, HSBC expects many software heavyweights will emerge as winners as AI becomes increasingly ...

For the past decade, the SaaS story has been built on a simple promise: infinite leverage. Software companies could build a ...

Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

Software stocks have tumbled over the last few weeks, but they're not all buys.

Software industry leaders say the AI shock should be over as a slight recovery begins, but others think there is much more ...

The SaaSpocalypse fears are overblown. AI's integration into enterprise software may boost, not harm, established SaaS companies.

The research draws on data from 2,700 SaaS mergers and acquisitions. With an increase of 28% over 2024, this was 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 ...

Companies hit by the high-profile sell-off throughout January and February included LegalZoom, LexisNexis, Thomson Reuters, ...