AlixPartners analyzes software companies' AI risk with a new AI Disruption Score. The software industry faces a $40 billion debt wall in 2028 that must be refinanced as AI bites. SaaS revenues could ...

Despite the AI-driven software stock meltdown, America’s largest corporations aren’t ditching their core business software just yet. Instead, they’re using the moment to squeeze better deals from ...

Stock-based compensation at software firms now faces more scrutiny. Charts reveal which companies have high stock-based compensation as a percentage of revenue. Valuations can swing wildly when ...

NEW YORK, March 17 (Reuters) - Investors are offloading software loans in debt vehicles at a discount, in the latest sign of pain in the software industry, which is being upended by AI. In recent ...

Proprietary data seen as key defense against AI threat Salesforce and Oracle better positioned than Workday to face AI challenge Salesforce adapts pricing model amid AI competition Workday's data is ...

The pace of change surrounding artificial intelligence will undoubtedly affect software companies. The future of software is less clear today than it was a year ago, in our view, which informs our ...

AI advances have triggered a broad selloff in software stocks, but the market is mispricing infrastructure software alongside application software. While AI may disrupt some legacy infrastructure ...

"I think the markets got it wrong," Nvidia CEO Jensen Huang said, pushing back on fears that AI agents will cannibalize the enterprise software industry. Instead, agentic AI will use software tools ...

Google is moving further into physical AI by bringing a familiar robotics software platform under its wing. Alphabet-owned Intrinsic, which builds AI models and software designed to make industrial ...

CrowdStrike Holdings is an AI-integrated leader in a complex and high-stakes cybersecurity field. Snowflake is a crucial data layer for AI, making it an ally, not an adversary. Shopify's complete ...

Feb 23 (Reuters) - Software companies are delaying debt deals as higher borrowing costs and ⁠tougher ⁠scrutiny from lenders weigh on the sector, at a time when ⁠mounting pressure from artificial ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...