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Takeaways from the Jefferies monthly software valuation update Rob Bartlett of Jefferies joined the panel I moderated last month on whether companies should buy, sell, or wait. Thi...
Wall Street spent the week arguing about whether AI is slowing down. The other bubble is what the SaaS incumbents did when their multiples collapsed.
Salesforce is buying Braze for $5.7B. That’s 6.8x revenue. 🎁 A gift for Braze holders. It traded at 3.7x on Monday. Look at the rest of GTM: HubSpot 3.1x (growing 20%)Klaviyo...
Bending Spoons is worth about $34 billion. It buys B2B companies at 2.3x to 2.7x ARR. Since August it has paid 2.7x ARR for Airtable and 2.3x for Miro. That is $1.08 billion of ARR...
In the past decade, the technology world has been flooded with messages promoting “cloud-first” or SaaS-first solutions. Venture-backed companies tout the convenience of multi-tena...
“Vertical SaaS for The Traders” leader ServiceTitan reported its fiscal Q2 2027 on September 8 (quarter ended July 31, 2026), and the quarter itself was relatively strong: Revenue...
Kroll published its Summer 2026 Global Software Sector Update, covering software M&A and public comps through June 30, 2026. It’s 20 pages of deal data with a lot of detail on...
Julian Lehr asked a good question the other day on X: what if Slack had never sold to Salesforce, stayed in founder mode, and went hard at AI? What would the product look like, and...
Most founders hear “exit” and think about the sale price. That is understandable, but it is also incomplete. SaaS exits can involve cash, buyer shares, investor preferences, retain...
The B2B SaaS market is increasingly defined by scale, recurring revenue, enterprise data and AI capability. Oracle, Salesforce and SAP occupy the highest tier by revenue, while Ser...
Salesforce reported Q2 FY27 on August 26 and the stock went up a stunning 23%. And almost every other B2B stock went up along with it, Is the SaaSpocolypse … over? Well, it may be...
Box reported Q2 FY27 and saw real if modest acceleration: Revenue of $321.1 million, up 9% and up 11% in constant currency. Non-GAAP operating margin of 29.4%. Non-GAAP EPS of $0.4...
Buying Seamless.AI in 2026 feels a lot like buying a budget airline ticket. The headline price looks reasonable until mandatory add-ons, credit caps, and hidden seat minimums doubl...
Snowflake reported its fiscal Q2 2027 on September 2. And it crushed it: Product revenue was $1.49 billion, up 37% year over year, the third consecutive quarter of accelerating gro...
Eight months ago the market decided that AI was going to eat B2B software. Roughly $2 trillion of market cap came out of the group. Then it came back. The recovery at the index lev...
A profitable core business provides the base case, while new AI projects offer significant optionality
If you spend enough time looking under the hood of subscription businesses, you start to see a pattern. Founders love to lead with vanity metrics, total sign-ups, website traffic,...
Everyone is arguing about whether AI is killing SaaS. ZoomInfo looked at 229 software categories across its database and found that small companies are dropping point solutions at...
Bending Spoons just announced a definitive agreement to acquire Miro at a $1.355 billion enterprise value. Five weeks ago it announced Airtable at $1.285 billion, and that one just...
Evidence the SaaSpocolypse is over? Okta is a good place to start. In April, Okta was one of the most hated names in B2B. On April 10, traders were rotating out of weaker software...
H1 2026 earnings season told the story vendors wanted told: AI attach rates climbing, cloud backlog compounding, and platforms expanding into adjacent workflows. ServiceNow sustain...
OpenAI just valued itself at $852 billion in a $7 billion employee share sale -- and a possible IPO could push that figure past $1 trillion.
Why the venture box keeps shrinking, why CoreWeave is a B-tier asset, and why build-to-prod is the most important category in software Another week with Harry Stebbings and Rory O’...
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