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SaaS News — Page 12
Page 12 of 13 — original coverage of the SaaS industry: earnings, funding, growth, and software.
SAP Unveils Joule Studio 2.0 with 200 Enterprise AI Agents for Finance, Supply Chain and HR
SAP's Joule Studio 2.0 rolls out 200 domain‑specific AI agents, targeting finance, supply chain, HR and more, with first customers in June 2026.
HubSpot Shares Jump 50% on AI Integration, Fueling Investor Optimism
HubSpot's shares surged over 50% after AI‑enhanced product rollout and first GAAP profit, reviving confidence in SaaS growth.
Veeva Beats Q1 Forecast, Launches AI‑Driven Veeva Falcon, Raises FY27 Outlook
Veeva Systems posted $883M Q1 revenue, up 16%, beat estimates, and introduced AI‑driven Veeva Falcon, lifting FY27 guidance.
CrowdStrike Raises FY27 Guidance and Announces 4‑for‑1 Stock Split
CrowdStrike lifts FY27 revenue outlook, posts record cash flow and announces a four‑for‑one stock split, underscoring AI‑driven demand.
Supabase raises $500M, valuation hits $10.5B as AI‑coding fuels BaaS growth
Supabase secured $500 million in new capital, doubling its valuation to $10.5 billion as AI‑assisted coding drives demand for its…
Ramp Secures $750M Series F, Valuing Fintech SaaS at $44B
Ramp's $750M funding round lifts its valuation to $44B as the expense‑management SaaS expands AI‑driven spend controls.
Shopify Expands Share Repurchase to $5 Billion, Reinforcing SaaS Platform Confidence
Shopify adds $3 bn to its share repurchase, total $5 bn, underscoring confidence in its e‑commerce SaaS platform and market positioning.
Oracle Shares Jump 39.9% on OpenAI Partnership, Boosting Cloud SaaS Outlook
Oracle's shares rose 39.9% in May as its partnership with OpenAI fuels expectations for rapid cloud SaaS growth.
Analyst pits Salesforce against Braze, highlighting growth, margins and valuation gaps
A recent analyst comparison shows Salesforce's scale versus Braze's rapid growth, detailing revenue, margins, cash flow and valuation metrics for…
ServiceNow Shares Jump 41% in May as Investor Confidence Returns to SaaS
ServiceNow stock surged 41% in May after reporting 23% revenue growth and AI‑focused roadmap, reviving confidence in SaaS valuations.
CrowdStrike Posts 32% Net New ARR Surge to $256M in Q1 FY27
CrowdStrike's Q1 FY27 results show a 32% jump in net new ARR to $256M, revenue up 26% to $1.39B, and a record 79% non‑GAAP gross margin.
Netskope Q1 ARR Hits $845M, Up 29% YoY on AI Security Surge
Netskope reports $845M ARR, 29% YoY increase, launches five AI security products and raises full‑year revenue outlook.
Tecsys Highlights SaaS Supply‑Chain Success with 2026 Excellence Awards
Tecsys names 2026 Supply Chain Excellence winners, underscoring the adoption of its AI‑driven SaaS platform across healthcare and distribution.
Leap Secures Five 2026 Capterra Shortlist Spots Across Home‑Services SaaS Categories
Leap, the home‑services SaaS platform, was named to five 2026 Capterra shortlists, highlighting its traction in roofing, construction estimating,…
SailPoint Posts $1.125B ARR, 28% YoY Growth in Q4 2026
SailPoint reports $1.125B ARR, 28% YoY growth and 113% net revenue retention, underscoring strong demand for SaaS identity‑governance.
Megaport seeks $594M raise to launch AI inference cloud in Australia
Megaport plans a A$827.3M ($594M) entitlement offer to fund a pure SaaS AI inference cloud and GPU pool for on‑demand compute.
Anthropic adds 150 firms to Claude Mythos Glasswing program, boosting AI‑driven security
Anthropic expands Project Glasswing, giving Claude Mythos AI security access to 150 new organizations across 15 countries, signaling a SaaS‑style AI…
Robinhood Unveils Agentic AI Trading Feature, Expands SaaS Super‑App
Robinhood rolls out beta Agentic Trading and AI credit card, letting bots execute trades for its 27.5 M users, signaling a new SaaS frontier.
Analysts Flag ServiceNow and Intuit as 2026’s Leading SaaS Stocks
Analysts compare ServiceNow’s AI‑driven workflow platform and Intuit’s finance suite, highlighting revenue growth, margins and valuation as they vie…
Anthropic Files Confidential IPO, Targeting $1 Trillion Valuation After $65B Funding Round
Anthropic confidentially filed an S‑1, valuing the AI startup at $965B and reporting a $47B revenue run rate, sparking a race with OpenAI and SpaceX.
Anthropic Files Confidential IPO, Valued at $965 bn, Ahead of OpenAI
Anthropic confidentially filed for a U.S. IPO, posting a $965 bn valuation and $47 bn revenue run rate, putting pressure on OpenAI to follow suit.
UK FCA’s Palantir Deal Sparks Data‑Sovereignty Concerns Amid US Cloud Act Threat
UK regulators face criticism over a Palantir partnership that could expose financial data to US authorities under the Cloud Act.
ExpressVPN Clears Third‑Party Security Audit, Bolstering SaaS Trust
ExpressVPN’s new products cleared a Cure53 audit, with no critical findings, reinforcing its position in security‑as‑a‑service.
Duolingo’s AI‑First Push Drives 27% Revenue Rise and Sparks Investor Interest
Duolingo leverages generative AI to add 148 new language courses, lifts DAU 21% and revenue 27% in Q1, drawing fresh investor focus.
Salesforce Q1 Revenue Beats Forecast but Stock Slides as AI Growth Raises Expectations
Salesforce posted $11.13 B Q1 revenue, up 13%, and Agentforce AI ARR hit $1.2 B, yet shares dropped as investors question growth sustainability.
MongoDB Beats Q1 Forecast, BofA Raises Price Target to $390
MongoDB's strong Atlas growth and AI traction push BofA to lift its price target to $390, underscoring momentum in the next‑gen database SaaS market.
Snowflake Shares Jump 7% After AI‑Fueled Q1 Revenue Beats Estimates
Snowflake's Q1 product revenue hit $1.33B, up 34% YoY, driving a 7% stock rally and a new $5.84B full‑year outlook.
Anthropic Secures $65B Series H, Valuation Hits $965B, Overtaking OpenAI
Anthropic raises $65B in Series H, valuing the AI startup at $965B, surpassing OpenAI and reshaping the AI‑as‑a‑service SaaS market.
Wispr Flow rolls out AI‑enhanced transcription SaaS for enterprises at $144/year
Wispr Flow offers a $144‑per‑year AI transcription service that cleans up speech with LLM post‑processing, targeting enterprise users amid growing…
Salesforce Q1 Revenue Beats Forecast as AI Agentforce ARR Surges to $1.2B
Salesforce posted $11.13B Q1 revenue, 13% YoY growth, and Agentforce ARR of $1.2B, while launching a $25B buyback plan.