Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...
Frontier gives agents the same skills people need, creating AI coworkers that work across the business to close the AI opportunity gap between early leaders and everyone else, the company says.
The two-decade reign of the seat-based software-as-a-service (SaaS) model is facing a major threat from AI agents—and software stocks are already feeling the pain. Customers paid for a software ...
ServiceNow shares sank despite strong results and guidance. Investors continue to fret over the impact AI will have on SaaS businesses. The stock now trades at an attractive price. 10 stocks we like ...
ServiceNow is pivoting to be an artificial intelligence (AI) first company, and its generative AI suite of solutions, Now Assist, continues to be a growth driver, reaching a $600 million annual ...
Software stocks have tumbled in recent months as investors grow increasingly worried that AI could upend traditional software business models. "Software sentiment has rarely been lower, with AI ...
Jan 29 (Reuters) - U.S. software stocks fell on Thursday after SAP's underwhelming cloud outlook and a post-earnings slide in ServiceNow deepened concerns that traditional providers are being ...
ServiceNow reported quarterly earnings that beat expectations. The results weren't enough to quell concerns about slowing growth amid the company's acquisition spree. For the fourth quarter, ...
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