The 30% plunge this year by Salesforce Inc (NYSE: CRM) is reshaping sentiment across the SaaS ETF universe. With the stock now trading at its cheapest valuation since its 2004 IPO, investors are ...
This shift has introduced a decoupling between portfolio size and total cost, where application growth and spend no longer move in tandem. On average, while SaaS portfolios remained virtually flat ...
Citrini Research imagines a future where software tools and expertise are rendered obsolete while AI unleashes job losses and ...
CLOD gained 8.8% year-to-date versus Nasdaq-100’s 21.4% return, trailing by over 12 percentage points. Gartner forecasts enterprise software spending will grow 15.2% in 2026 to $1.43 trillion. CLOD ...
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AI vs SaaS: how freemium could change everything
The freemium model is increasingly influencing the dynamics between AI and SaaS, offering free access tiers that could significantly boost AI adoption while posing challenges to traditional SaaS ...
The SaaS model of the last decade quietly assumed a stable relationship between headcount and economic output. More employees meant more seats. AI breaks that relationship. Read more ...
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