Saas/page/9 news and trends

ServiceNow, SAP and Workday Make AI Agents Pay to Play

May 07, 2026
AI agents, pay to play, SaaS
Anthropic CEO Predicts SaaS Pivot as AI Coding Surges
artificial intelligence // May 06, 2026

Software-as-a-service (SaaS) companies will need moats other than the complexity of writing software to preserve their businesses in the age of artificial intelligence that can code and write software, Anthropic CEO Dario Amodei said Tuesday (May 5). Get the Full Story Complete the form to...

The Cyber Insecurity List: Why Hackers Are Logging in, Not Breaking In
Cybersecurity // April 20, 2026

Cybercriminals ranging from state actors to industrialized ransomware syndicates are converging on the same strategic truth: the shortest path into a target is often through the digital relationships that help the target function. Get the Full Story Complete the form to unlock this article and...

UBS Analysts Say AI Models May Replace Some Software Incumbents
artificial intelligence // 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...

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...

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
Anthropic CEO Predicts SaaS Pivot as AI Coding Surges

May 06, 2026
Software-as-a-service (SaaS) companies will need moats other than the complexity of writing software to preserve their businesses in the age of artificial intelligence that can code and write software, Anthropic CEO Dario Amodei said Tuesday (May 5). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all […]

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...

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...