While TYPING away at a WeWork in San Francisco recently, your correspondent spied a plane flying across the skyline trailing a banner. “SAAS IS DEAD”, it declared in huge letters. The software ...

For two decades, software-as-a-service (SaaS) grew by digitizing workflows. Customer relationship management systems recorded sales activity. Field-service platforms scheduled jobs, retrieved customer ...

In a recent presentation, Thoma Bravo noted that SaaS stock fundamentals have moved in the opposite direction from their valuations. It noted that fundamentals are improving with about 20% annual SaaS ...

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 ...

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 ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...