I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...

On Monday, Databricks announced it reached a $5.4 billion revenue run rate, growing 65% year-over-year, of which more than $1.4 billion was from its AI products. Co-founder and CEO Ali Ghodsi wanted ...

Market data reflects trailing 7-day stock price performance through February 4, 2026 for the 25 publicly traded software companies with the largest declines over that period. Public market analysis ...

For more than a decade, software was the cleanest trade in technology. Growth scaled with users, margins expanded with size, and value accrued to whoever owned the interface. Software ate the world, ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

A sophisticated Python-based malware deployment uncovered during a fraud investigation has revealed a layered attack involving obfuscation, disposable infrastructure and commercial offensive tools.

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. For a few years, software had two things that private equity firms coveted: brisk growth and inert customers ...