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SaaS

20 stories about SaaS

Can Nice survive the SaaS apocalypse? Its CEO says investors are betting on the wrong future

09.07.26|Sophie Shulman

Wall Street fears AI agents will replace enterprise software. Scott Russell argues that building AI is easy, but making it work at scale is where companies like Nice still dominate.

Microsoft AI Tour Tel Aviv highlights shift from pilots to production as AI agents move into core business systems

01.07.26|CTech

At Expo Tel Aviv, Microsoft outlines how organizations are embedding AI into operations while balancing productivity gains with security and trust.

"We're not going to see software disappear from the corporate world"

01.07.26|Omer Kabir

Dr. Ben Haklai, National Technology Officer at Microsoft Israel, said at the Microsoft AI Tour Tel Aviv 2026 conference: "Open source has been around for decades, and we are still seeing massive growth in software categories in the corporate world. I see no reason to think that this trend will look any different in the world of AI."

Amdocs’ layoffs fail to halt share slide

21.06.26|CTech

The stock has tumbled more than 20% in three weeks, dragging the company's valuation down to its lowest level since 2020.

Monday launches $200 million venture arm to invest in AI startups

15.06.26|Sophie Shulman

The software company has already backed several startups as it seeks to expand beyond its traditional SaaS roots and position itself for the AI era.

After slashing 20% of staff, Wix warns of slower growth in 2026

08.06.26|CTech

The company revises 2026 revenue outlook and reveals $30-35 million restructuring charge, while citing $50 million bookings hit and Partners slowdown.

Wix confirms 20% layoffs as CEO warns of AI era reset

28.05.26|Yarden Rozanski, Sophie Shulman

Avishai Abrahami says restructuring is driven by AI disruption, currency pressure, and the need to “compete or risk falling behind.”

Wix shares plunge 27% as company returns to losses despite AI push

14.05.26|Sophie Shulman

Heavy spending on Base44 and AI expansion rattles investors.

ג'ון אייסין סגן נשיא בכיר ServiceNow לצד מטה החברה ב קליפורניה

Software giants deploy cash, but shares keep falling

29.04.26|Sophie Shulman

Buybacks and strong fundamentals struggle to counter uncertainty.

I skipped the SaaS funeral, you should too

12.02.26|Yaniv Jacobi

"In the short term, uncertainty is pushing multiples down. But in the longer term, as the “build-it-yourself” myth fades and pricing shifts from seat-based to value-based, valuations will move back in line with the real demand behind SaaS products. That’s why SaaS isn’t going anywhere," writes Yaniv Jacobi, Co-Founder and Managing Partner at Horizon Capital.

“There is no connection between market sentiment and monday’s actual situation”: Founders push back despite stock rout

10.02.26|Sophie Shulman

CEOs project confidence even as shares tumble more than 45% in 2026.

Monday stock drops despite earnings beat as SaaS era wobbles

09.02.26|Sophie Shulman

Revenue tops forecasts, yet guidance suggests profit margins could slide to 11%-12%.

The SaaS reckoning reaches private equity

09.02.26|Sophie Shulman

AI-driven repricing turns once-coveted software portfolios into a growing liability.

Why Israeli SaaS must unite or die

09.02.26|Nili Goldberg

"The 2026 resolution for Israeli SaaS leaders shouldn't be 'add more AI features.' It should be having the courage to transform business models around AI-native value creation through coalitions, even when uncomfortable," writes Nili Goldberg.

“SaaSmargeddon” is here: AI threatens the core of Software-as-a-Service

05.02.26|Avihai Michaeli

AI is rewriting the rules of SaaS, forcing companies to rethink pricing, moats, and data lock-ins.

SaaS rout deepens as AI fears hammer Wix and monday.com

04.02.26|CTech

Anthropic’s Claude Cowork triggers fresh doubts over subscription software, wiping billions from Israeli tech leaders.

מימין מיכל לופו אמיתי גלבוע אורן יונגר ו ארז שחר

“We built monday in four hours using our system”

25.01.26|Meir Orbach

How AI-driven development is challenging the foundations of SaaS.

“SaaS is dying as a business category”

25.01.26|Sophie Shulman

As AI agents commoditize software, companies such as Wix, monday and Nice confront a forced reinvention of growth, pricing and value.

Salto cuts 50% of staff as it refocuses on cybersecurity market

10.06.25|Meir Orbach

Backed by Accel, Salesforce, Lightspeed, and Bessemer, the startup plans new product and rebranding effort.

פיצים מיאמי 2024 עמרי ווינברג PETCH MIAMI 2024 Omri Weinberg

DoControl: Offers threat detection for sensitive data exposure

18.11.24|CTech