Anthropic's Claude Cowork launch revives investor fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley's SaaS index is down 15% YTD
The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years.
Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026
Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products
Anna Tong / Forbes : X: @luke_metro , @annatonger , @twojackscapital , @matt_slotnick , and @0xkrma X: @luke_metro : A SaaS startup keeping their 2021 valuation in 2025 is legitimately an impressive ...
NEC to buy US-listed CSG, a SaaS provider of customer care and billing services for telcos and other companies, for ~$2.9B in a deal expected to close in 2026
Japan's NEC Corp. is buying CSG Systems International Inc., a US supplier of customer care and billing services for telecom companies …
UnifyApps, which lets companies build AI chatbots by connecting SaaS apps and data, raised a $50M Series B led by WestBridge, after a $20M Series A in 2024
UnifyApps, which lets enterprises connect disparate systems of record to help their AI initiatives, raised a $50 million Series B led …
Q&A with Asana co-founder Dustin Moskovitz on Facebook, starting Asana, SaaS companies, enterprise AI, the “empty seat problem”, AI modesty, AI safety, and more
Ben Thompson / Stratechery :
Freshworks founder Girish Mathrubootham, one of India's most prominent SaaS founders, announced he will step down as executive chair effective December 1, 2025
Chandra R Srikanth / Moneycontrol :
Autodesk reports Q2 revenue up 17% YoY to $1.76B, vs. $1.73B est., forecasts Q3 revenue above est., and raises its annual forecasts; ADSK jumps 5%+
in BIM, SaaS, generative design, and now in generative AI. We have been building industry-specific foundation models and products capable [image]
A profile of Stability AI, which under CEO Prem Akkaraju and Chair Sean Parker has shifted from building frontier AI models to a Hollywood-focused SaaS company
Great reporting from @zoeschiffer.bsky.social here, including a a conversation with James Cameron, the man who came up with Terminator and Skynet, and who is now on the board of an AI company... www....
Jump, a SaaS startup founded by Alex Rodriguez and Marc Lore for managing sports ticketing and fan experiences, raised a $23M Series A at a $100M+ valuation
My story at @forbes.com: www.forbes.com/sites/justin... LinkedIn: Jump : Today, we're excited to announce a new round of funding that will accelerate our growth and continue to help Jump solve the pai...