For the past two decades, most SaaS products have worked similarly under the hood. A user clicks a button or fills out a form ...

ServiceNow has released a new AI tool to help human workers, and is readying their replacement, the Autonomous Workforce, for ...

AI may crush SaaS pricing power even as Nvidia benefits. A new report warns software firms face structural risks from ...

ServiceNow is still delivering strong growth and stepping up its buyback, but AI uncertainty is worrying investors.

After reaching an all-time high of $239.62 in January 2025, ServiceNow's share price is now hovering around $104.00, a drawdown of almost 60%. Following the largest drawdown in its history, ServiceNow ...

ServiceNow reported strong growth in the 2025 fourth quarter. It serves a network of more than 8,000 clients globally who rely on its workflow automation software. Investors are down on ...

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 ...

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

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 ...

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 ...