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SaaS News — Page 6
Page 6 of 13 — original coverage of the SaaS industry: earnings, funding, growth, and software.
Square Enix Commits to SaaS‑Style Post‑Service Access for Legacy Titles
Square Enix says it will create pathways to keep legacy games playable after service ends, echoing SaaS‑style continuity.
Atlassian Poised to Double Stock in H2 2026 on AI‑Boosted Growth
Analyst predicts Atlassian’s stock will double by year‑end as AI‑enhanced Rovo drives faster ARR growth and new Flex pricing fuels expansion.
OpenAI slashes ChatGPT guest‑tier GPU use by >50% with software‑only optimization
OpenAI’s new software‑only tweak halves GPU demand for ChatGPT’s free tier, reshaping inference costs and pricing outlook.
Meta Moves Into Public Cloud, Targeting AWS with AI Compute Offering
Meta announces plans to sell excess AI compute via a new public cloud, positioning itself against AWS, Azure and Google Cloud.
Craneware Forecasts FY2026 Revenue of $205M‑$208M, Missing Analyst Estimates
Craneware projects FY2026 revenue of $205‑$208M and EBITDA of $65‑$67M, citing 340B timing and contract deferrals, signaling a slowdown in healthcare…
Oracle's $638B AI Infrastructure Backlog Highlights Cloud SaaS Growth
Oracle reports a $638 billion AI infrastructure backlog, underscoring soaring demand for its cloud services and shaping enterprise SaaS dynamics.
New Release‑Gate Framework Tackles LLM CI/CD Shortfalls for AI‑Driven SaaS
A veteran engineer unveils a release‑gate framework that adds drift detection, shadow validation and cost guards to CI/CD pipelines, aiming to curb…
ActiveOps Posts FY26 Loss Despite 48% Revenue Rise, Shares Slide 8.6%
ActiveOps reported a £2.3m post‑tax loss in FY26 while revenue grew 48% to £45m, highlighting profitability pressure on high‑growth SaaS firms.
Venice AI Raises $65M Series A, Hits $1B Valuation, Reports $70M ARR
Venice AI secures $65M Series A, reaches $1B valuation and $70M ARR, highlighting demand for privacy‑first AI SaaS.
ServiceNow Shares Jump 5% After Guggenheim Upgrade, AI Risks Still Loom
Guggenheim upgrades ServiceNow to Buy with a $125 target, citing valuation appeal despite AI concerns and a push to grow federal business.
Microsoft rolls out Copilot Cowork globally with usage‑based billing
Microsoft makes its AI coworker Copilot Cowork generally available worldwide, shifting to a pay‑as‑you‑go model that charges per credit at $0.01.
B2B SaaS Firms Deploy Loyalty Programs to Boost Retention and Valuation in 2026
B2B SaaS companies are embedding loyalty programs to improve net revenue retention, driving higher valuations and expansion revenue in 2026.
Microsoft Shares Jump 3% on AI‑Driven SaaS Deal with Haleon
Microsoft stock surged 3% after a five‑year AI SaaS partnership with Haleon, signaling investor confidence in AI‑enhanced enterprise software.
Fox Buys Roku for $22 B, Securing a Direct SaaS Streaming Platform
Fox's $22 billion purchase of Roku gives it a hardware‑driven SaaS platform, making it the third‑largest U.S. streaming player.
Microsoft to Cut Up to 5,500 Jobs, Targeting SaaS Sales and Consulting Teams
Microsoft plans a fresh round of cuts affecting up to 5,500 roles, including SaaS sales and consulting, as it tightens costs while boosting AI spend.
DeepSeek's DSpark Inference Engine Challenges Nvidia's Decode Rack for AI SaaS
DeepSeek launches DSpark, an open‑weight inference engine that cuts AI SaaS costs, putting pressure on Nvidia's new Groq 3 LPX decode rack.
Acronis Cyber Protect Cloud Ranked #2 in G2 Summer 2026 SaaS Backup Grid
Acronis Cyber Protect Cloud earns Leader status and a #2 ranking in G2's Summer 2026 SaaS Backup Grid, underscoring its integrated backup and…
HubSpot’s Q1 2026 Results Signal Push Into Enterprise Platform Market
HubSpot posted $881M Q1 revenue, 23% YoY growth and rising per‑customer spend, underscoring its move beyond SMBs to an enterprise‑focused platform.
Amazon Faces Higher Costs for Anthropic’s Claude Under New Token‑Based Billing
Amazon could see higher AWS margins and customer pricing as Anthropic shifts Claude to token‑based billing, moving from compute‑hour costs.
Anthropic Restores Claude Fable 5 with Temporary Usage Caps After US Export Control Lift
Anthropic reinstates Claude Fable 5 on July 1 with a 50% usage cap for Pro, Max, Team and select Enterprise plans after a US government export…
GitHub Copilot's Consumption Pricing Drives Record Revenue Month
GitHub CTO says June was its best month ever after moving Copilot to usage‑based pricing, sparking adoption and infrastructure challenges.
AI megadeals skew SaaS M&A: $292.7B Q1 2026 driven by $250B SpaceX‑xAI deal
Pitchbook reports SaaS M&A hit $292.7B in Q1 2026, but a $250B SpaceX‑xAI acquisition accounts for 85% of the value, exposing concentration risk and…
Palantir Beats Sandisk as AI‑Focused SaaS Stock Gains 79% Upside Target
Analysts give Palantir a 79% upside versus Sandisk's 19% downside, highlighting the market premium for AI‑enabled SaaS platforms.
Adobe vs. ServiceNow: Investors Contrast Creative‑Cloud SaaS with Workflow‑Automation Platform
Adobe and ServiceNow present opposite SaaS models. ServiceNow’s 21% revenue growth and higher free cash flow contrast with Adobe’s larger scale but…
HubSpot vs. Salesforce: Faster Growth Meets Higher Margins in the AI‑Driven CRM War
Analysts weigh HubSpot's 23% Q1 growth against Salesforce's 19% profit margin, AI revenue, and valuation gaps.
Progress Software Q2 Profit Rises 24% as SaaS Integration Demand Holds Steady
Progress Software posts a 24% profit increase and 6.8% revenue growth in Q2, underscoring strong demand for its integration platform.
CoreWeave Launches ARIA AI Agent, First SaaS Return on $1.4B Weights & Biases Deal
CoreWeave's public preview of ARIA, an AI research agent for Weights & Biases, marks the first product out of its $1.4 billion acquisition.
Harness Unveils Autonomous Worker Agents to Replace Static CI/CD Scripts
Harness introduces AI-driven Autonomous Worker Agents, letting enterprises swap static CI/CD scripts for flexible, auditable AI steps.
AWS Deploys $1 Billion Forward‑Deployed Engineering Unit to Accelerate Enterprise AI
AWS invests $1 billion in a new Forward Deployed Engineering team that embeds engineers with enterprise SaaS customers to cut AI rollout from months…
Zhipu AI’s Free GLM‑5.2 LLM‑as‑a‑Service Stirs US Investor Anxiety
Chinese startup Zhipu AI launches free GLM‑5.2 LLM service, matching Anthropic’s Claude on benchmarks at a fifth of the cost, prompting US investor…