SaaSpocalypse Isn’t Killing Software: What It Means Now
A February market shock erased roughly $285B in software valuations, forcing a rethink of what truly drives software ...
SaaS
This page gathers four SaaS-focused articles to help you understand recent moves in Figma, Toast, Freshworks, and Clearwater Analytics, and how they could affect your software investments.
39 articles
Beaten-Down Figma Stock Revenue: Is It a Buy Now?
Figma’s latest revenue surge has caught the eye of investors staring at a beaten-down stock. This article breaks down...
Why Figma Stock Jumped Friday: Q1 Beat Lifts Sentiment
Figma stunned traders with a big Q1 2026 beat, lifting the stock on Friday morning. Here’s what happened, why it matt...
Figma (FIG) 2026 Earnings: Investor Guide and Outlook
Investors are focused on figma (FIG) 2026 earnings as the company navigates growth and profitability. This guide brea...
Owls Nest Just Sold: What Investors Should Do Next
When a notable hedge fund exits a sizable stake, it prompts questions about the underlying thesis. This article digs ...
Boxes, Subscriptions, Beyond: Evolution of Software Pricing
From boxed software on shelves to cloud-based subscriptions, software pricing has evolved dramatically. This guide br...
Figma's Next Earnings Report Could Send Shares Soaring
As May 14 approaches, investors weigh growth momentum, profitability, and AI competition around figma's next earnings...
HubSpot (HUBS) 2026 Earnings Outlook for Investors
As HubSpot prepares to report its 2026 earnings, investors want clarity on growth drivers, profitability, and strateg...
Gusto’s Path to Billion Revenue: Milestones Revealed in Review
Gusto, the San Francisco payroll and HR software group, confirms trailing revenue surpassing $1B as of February 2026,...
Time Salesforce? Here's What the Numbers Say About Buying
Salesforce has long been a growth leader in cloud software, but recent performance has cooled. This guide dives into ...
Figma's Stock Trading Like AI Buzz: Is Risk Misread?
When AI dominates headlines, investors often fear every software stock will crumble. This piece digs into whether fig...
Oracle Agrees That Challenging AI Is Disrupting SaaS
Oracle has reframed the AI shift as a disruption to traditional SaaS growth. This article explains why that view matt...