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SaaS News — Page 17
Page 17 of 20 — original coverage of the SaaS industry: earnings, funding, growth, and software.
Citi slashes Adobe price target to $228, flags $500M ARR cut
Citi lowers Adobe's price target to $228, citing a $500M ARR reduction and a strategic shift to freemium growth.
Behavox Secures $175M Preferred Equity from BlackRock to Accelerate AI Compliance SaaS
London‑based Behavox lands $175M preferred equity from BlackRock's HPS, boosting its AI‑driven compliance platform ahead of US and EU AI regulations.
Datadog's RPO Jumps 51% to $3.48B, Highlighting Growth Engine Amid Stock Skepticism
Datadog's contracted revenue (RPO) rose 51% YoY to $3.48B, outpacing its 32% revenue growth and underscoring the value of multi‑year SaaS contracts…
Skkynet Q2 FY2026 Subscription Revenue Jumps 27% as Recurring Model Gains Traction
Skkynet reports a 27% rise in subscription revenue and a 37% boost in deferred revenue, underscoring its shift to a recurring model and solid cash…
OpenAI Adds Usage Analytics and Spend Controls to ChatGPT Enterprise
OpenAI rolls out usage analytics and spend controls for ChatGPT Enterprise, giving admins deeper visibility and cost management for AI deployments.
Plaid's $100M ARR Milestone Highlights Rapid AI‑Driven SaaS Scaling
Plaid jumps from $1M to $100M ARR in two years, showcasing a hardware‑software hybrid model that could reshape AI note‑taking SaaS.
Oracle’s AI‑Cloud Business Plummets as Investors Question Capital‑Intensive Pivot
Oracle’s AI‑cloud unit sees a sharp stock decline amid margin pressure, soaring debt and doubts over RPO fulfillment, despite a Jefferies 120% upside…
AWS Launches Kiro iOS App and Context Service to Boost AI Coding Ops
AWS introduces a native iOS app for its Kiro AI coding platform and the Context knowledge‑graph service, aiming to streamline agentic development and…
Block Deploys BuilderBot AI Coding Agents Managed via Slack
Block unveils BuilderBot, an AI-native development platform that runs 200k ops daily and merges 1,500 PRs weekly, managed from Slack.
CNCF, Linux Foundation Education and Udemy Launch Unified SaaS Cloud‑Native Training Platform
CNCF, Linux Foundation Education and Udemy roll out a SaaS learning platform that bundles Kubernetes certifications, aiming to close the cloud‑native…
Visa teams with Mintoak to launch merchant SaaS platform for APAC acquirers
Visa and Mintoak announce a partnership to give banks and acquirers a cloud‑native SaaS solution for SME merchants across Asia‑Pacific.
VSCO Unveils Studio Pro Mobile App and $500‑A‑Year All‑In‑One SaaS Suite
VSCO rolls out Studio Pro for iOS and announces a $500 annual VSCO One subscription, targeting Adobe Lightroom users with a unified creative‑business…
Crunchyroll Expands to Taiwan and South Korea, Boosting Subscription SaaS Footprint in Asia
Crunchyroll President Rahul Purini announced launches in Taiwan (summer) and South Korea (2026), signaling a community‑first SaaS expansion across…
Convey Secures $38M Series A to Deploy AI “Teammates” for Enterprise Automation
Convey's $38M Series A, led by Andreessen Horowitz, aims to replace repetitive tasks with AI teammates, targeting enterprise productivity.
Anthropic Blocks Foreign Access After US Export Order Hits AI SaaS Models
Anthropic shut down access to its Fable 5 and Mythos 5 models for foreign users after a Trump administration export control order, raising…
Southwest Airlines Chooses AWS to Power Cloud‑AI Migration by 2028
Southwest Airlines partners with Amazon Web Services to move its IT stack to a cloud‑based, AI‑enabled architecture by 2028, signaling a SaaS‑style…
Databricks Posts 65% YoY Sales Surge to $5.4B ARR, Gross Margins Slip to Mid‑70s
Databricks hits $5.4B ARR with 65% sales growth, but AI costs push gross margins down to the mid‑70% range ahead of a 2026 IPO.
Fortinet Launches FortiSOC, AI‑Driven Unified Cloud SOC Platform
Fortinet's new FortiSOC SaaS platform unifies six SOC functions with AI, sparking a 2.2% stock jump and signaling a shift in cloud security services.
OpenAI Buys German Cloud Startup ONA to Enable Persistent Codex Agents in Enterprise Clouds
OpenAI acquires ONA for over $108M, adding persistent AI agents to Codex and targeting regulated enterprises with new cloud infrastructure.
Qrvey 9.4 Launches AI Agents to Power Embedded Analytics in SaaS Apps
Qrvey's 9.4 release embeds AI agents via Sidekick and MCP Server, giving SaaS product teams granular control over analytics workflows.
Dynatrace Launches Usage‑Based DPM Plan to Tighten Cloud Cost Control
Dynatrace introduces a subscription‑twist DPM plan, aligning observability pricing to data volume and host consumption for tighter enterprise…
Microsoft launches Copilot Cowork globally with Anthropic Claude integration
Microsoft makes Copilot Cowork generally available, adding Anthropic Claude models and usage‑based pricing to Microsoft 365.
Shopify Adds AI‑Native Checkout Intelligence to Plus Tier
Shopify rolls out Checkout Intelligence, an AI‑driven analytics layer for Plus merchants, aiming to boost conversion and fend off third‑party tools.
Respond.io Secures $62.5M Series B to Accelerate AI Messaging Platform
Kuala Lumpur‑based Respond.io lands $62.5M Series B, boosting its AI‑powered, usage‑based messaging SaaS to $35M ARR and 169% growth.
Agenz Secures $5M Seed to Build Real‑Estate Financial Infrastructure
Moroccan startup Agenz closes a $5M oversubscribed seed round to expand its AI‑driven real‑estate data platform into full‑stack financial…
Oracle Tops Microsoft with $638 B AI & Cloud Backlog, 363% Q4 Surge
Oracle's AI‑enabled cloud services backlog jumps 363% to $638 B, overtaking Microsoft’s $627 B, signaling a shift in enterprise SaaS demand.
Software Equity Group Says AI Impact on SaaS Valuations Is Underestimated
Software Equity Group's new report argues investors are undervaluing AI's profit boost for SaaS firms, reshaping valuation models.
ChurnZero Unveils Agentic Essentials, AI Platform to Boost Customer Success
ChurnZero's Agentic Essentials adds 15 context‑driven AI agents and a flat‑fee subscription, aiming to sharpen retention and expansion for SaaS firms.
Salesforce to Acquire Fin for $3.6 B, Bolstering Agentforce AI Agent Suite
Salesforce will buy AI customer‑service startup Fin for $3.6 B, adding Apex‑powered agents to its Agentforce platform and expanding its AI‑native…
Domo Announces FY2027 Q1 Results and Pursues Strategic Transaction
Domo reports $300M ARR, positive cash flow and launches a strategic alternatives process, signaling a potential M&A deal.