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

AI is reshaping enterprise software as companies replace SaaS functions with custom tools and face new governance gaps.

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

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

BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

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

The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market ...

As we move deeper into AI transformation, there is a growing tendency to focus on the obvious productivity gains. Generative ...

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 ...

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

Software companies face layoffs and lower valuations as AI handles tasks once done by niche apps; understand the SaaS risks and next steps ...