Search results for Twilio
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.
AI & Enterprise
Datadog, Twilio emerge as AI beneficiary software companies
Cloud-based IT monitoring company Datadog posted strong quarterly results and raised its full-year outlook, sending its shares up 31 percent on May 7. Quarterly revenue topped $1 billion for the first time, while Snowflake and MongoDB shares also rose. CEO Olivier Pomel said two major cloud companies newly adopted Datadog for AI training. CNBC reported Twilio is also drawing attention, after unveiling platform updates for AI agents.
AI & Enterprise
Enterprise software shares rise; can they break through the SaaSpocalypse narrative?
Shares of enterprise software companies, which had been sliding as AI spread, have recently turned higher. Collaboration software firm Atlassian raised its annual outlook, helping lift sentiment across the software-as-a-service market. Investors are watching whether this shift will weaken the so-called “SaaSpocalypse” narrative that companies will build SaaS products themselves using AI, reducing demand. Some analysts say a rebound is possible after underperformance versus the broader market.
