Saas/page/8 news and trends

UBS Analysts Say AI Models May Replace Some Software Incumbents

April 14, 2026
UBS AI
AI Coding Agents Spark Selloff, but Enterprise Software Holds Its Ground
artificial intelligence // April 08, 2026

Every few years, a new threat makes enterprise software look fragile. Cloud computing was supposed to kill it. Mobile was supposed to bypass it. It survived both. Now, artificial intelligence (AI) coding agents face their turn. Get the Full Story Complete the form to unlock...

Businesses Adapt AI Budgets to Match Usage-Based Pricing
artificial intelligence // March 30, 2026

Generative artificial intelligence lacks the fixed-cost structure of traditional software. Each user interaction incurs real compute and processing costs, making it important for organizations to develop financial frameworks early for confident scaling. Get the Full Story Complete the form to unlock this article and enjoy...

Anthropic Challenges SaaS Giants With Claude Marketplace
Artificial Intelligence // March 09, 2026

Anthropic has launched a marketplace for enterprise artificial intelligence (AI) tools, allowing companies with existing spending commitments to apply a portion of those funds toward Claude-powered applications built by third-party developers. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Stripe Thinks the Subscription Model Needs a Usage-Based Upgrade
Artificial Intelligence // March 06, 2026

Stripe has introduced new artificial intelligence (AI)-focused metering and billing capabilities inside Stripe Billing, giving software companies infrastructure to charge for AI consumption the way cloud providers charge for compute: by the unit, in real time. Get the Full Story Complete the form to unlock...

Interviews & Exclusives
Stripe Thinks the Subscription Model Needs a Usage-Based Upgrade

March 06, 2026
Stripe has introduced new artificial intelligence (AI)-focused metering and billing capabilities inside Stripe Billing, giving software companies infrastructure to charge for AI consumption the way cloud providers charge for compute: by the unit, in real time. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS […]

Salesforce, Workday Face Their Biggest Challenger Yet

August 27, 2025
Imagine an HR manager looking for the PTO record of an employee. Instead of logging onto the HR dashboard and pulling up the worker’s profile, the manager asks an artificial...

Partnerships Become Strategic Reset as ISV Growth Slows

July 16, 2025
Watch more: Stax Turns People Power Into Competitive Advantage as Margins Tighten Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...

Vertical SaaS Platforms Find Path to Profits With Partners, Says Stax CEO

June 05, 2025
Partnerships have always greased the gears of commerce, but in the payments business, where technology evolves by the week and margins hinge on fractions of a cent, choosing the right...

Quick Reads
UBS Analysts Say AI Models May Replace Some Software Incumbents

April 14, 2026
UBS analysts see the latest artificial intelligence models from Anthropic and OpenAI as a threat to enterprise software companies, Seeking Alpha reported Tuesday (April 14). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, […]

AI Unease Leads Software Firms to Pause Debt Deals

February 23, 2026
Software makers are reportedly delaying debt deals amid steeper borrowing costs and tighter lender scrutiny. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

Private Software Firms Beat AI Disruption Fears With Early Earnings

February 17, 2026
Privately held software firms McAfee, Rocket Software, Perforce Software and Cloudera released their earnings to lenders ahead of schedule to reassure those lenders at a time when some are concerned...

FIS Transforms Private Capital Suite Into SaaS Tool

September 23, 2025
Financial technology firm FIS says it has turned its Private Capital Suite into a cloud-native software-as-a-service (SaaS) solution. Get the Full Story Complete the form to unlock this article and enjoy unlimited...