Search results for Twilio
AI & Enterprise
SaaS end debate enters second round as AI-unadapted firms face crisis talk
A debate over whether AI will squeeze out software-as-a-service companies has resurfaced, intensifying after second-quarter results from major global SaaS firms. While growth has not collapsed, many companies face pressure in valuations and share prices, with some reporting sharp declines. The Wall Street Journal cited acquisitions and restructuring among private firms and warned that SaaS providers that fail to adapt to AI could weaken. Interest is rising in SaaS firms using AI to boost efficiency and profitability.
AI & Enterprise
Saaspocalypse debate flares again as software stocks whipsaw
U.S. software shares swung sharply this week as fears grew that AI could erode the value of existing software products. CNBC reported that a cut-price sale of Airtable and steep post-earnings drops in HubSpot, Datadog and Figma helped revive the so-called “Saaspocalypse” debate. Wall Street concerns centre on coding tools such as OpenAI Codex and Anthropic Claude Code. Some stocks later rebounded after results.
AI & Enterprise
Big Tech stirs on personal AI agents as SaaS-pocalypse wavers
Competition over AI agents is intensifying across the tech industry, with big tech accelerating work on personal AI assistants and platforms to manage enterprise agents. Microsoft has launched Agent 365, while ServiceNow and AWS expanded a partnership on agent governance and development tools. Shares of enterprise software firms have recently recovered amid talk of companies breaking through the “SaaS-pocalypse” narrative. The article also rounds up moves by OpenAI, Anthropic and others.
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AI & Enterprise
Datadog, Twilio emerge as AI beneficiary software companies
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AI & Enterprise
Enterprise software shares rise; can they break through the SaaSpocalypse narrative?
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AI & Enterprise
SaaS trio deliver earnings surprises despite SaaSpocalypse fears
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AI & Enterprise
Deepgram raises $130 million in Series C, expands into drive-thru