#saas-valuations

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#ai-impact-on-enterprise-software #salesforce-earnings #workday-performance #investor-sentiment
Business intelligence
fromTechzine Global
12 hours ago

Quarterly figures from SaaS players contradict AI doubts

Major SaaS companies like Salesforce and Workday report strong quarterly results, but investor concerns about AI's impact on subscription demand continue to pressure stock valuations despite recent modest recoveries.
Business
fromBusiness Insider
3 months ago

RBC Capital says these software companies are the most likely to be acquired as AI eats the world

AI-driven fears have depressed software valuations, prompting a 78% surge in software M&A and doubling private-equity deal volume as buyers hunt bargains.
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