Among the risks are debt and dilution. The surge in demand, as reflected in Oracle’s remaining performance obligation (RPO), has led to a surge in debt. The company needs to build dozens of data ...

The SaaSpocalypse is wrong. Long live SaaS. 11 major SaaS companies analyzed across 5 dimensions — data moat, MCP, regulation ...

I believe we are experiencing a fundamental shift in how software companies are built.​ In my industry—healthcare ...

In the second installment in a series on the future of EHS, we’re tracking the development of Software as a Service (SaaS) ...

Everything that SaaS companies have learned to do to be successful is now being turned on its head. Quick, pivot to AI.

But there is more to software development than merely writing code, and those areas—source control, documentation, CI/CD, ...

FOBO the Clown is coming for your job, according to the VCs.

Toast (TOST) upgraded to Strong Buy: valuation reset, strong GAAP margins, 20% growth outlook, and ToastIQ AI upside.

Coinbase faces risks of prolonged Bitcoin price weakness and threats from traditional financial institutions entering the ...

As AI becomes increasingly embedded in every layer of UC, the question isn’t whether lock-in will happen but how an ...

Managing SEO for a single website can be a complicated task. Dealing with multiple websites across regions, business units, or brands is considerably more complicated. Fast-growing enterprise brands, ...

Enterprise teams are ditching SaaS for AI-powered custom application development. Here's why, and what it means for your ...