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24/7
Headlines
13:02
Intel shares plunge 25% as weak forecast rattles investors
12:43
AI that usually works is not good enough for business
12:37
Trust has to be earned and re-earned: How to scale AI autonomy without losing control
10:59
AI headline fatigue is now a security risk
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1
Stealth Israeli cyber startup valued at over $1.5 billion recruits former 8200 chief
2
"A gorgeous situation": ServiceNow's CEO celebrates a shrinking workforce
3
Nikesh Arora's pay falls 19.5% to $80 million as Palo Alto Networks board lowers cap on stock awards
4
Intel shares plunge as Israel factory blast compounds weak outlook
5
Intel’s $2.3 billion Classiq deal follows years of personal investment by Lip-Bu Tan
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SaaS
20 stories about SaaS
Monday faces senior management exits amid AI restructuring
17.10.26
|
Meir Orbach
Several vice presidents and other senior executives are expected to leave the Israeli software company in the coming weeks, following a workforce reduction affecting roughly 20% of employees and a strategic shift toward an AI-powered work platform.
HubSpot cuts nearly 660 jobs as AI reshapes its business
06.10.26
|
CTech
The marketing software company is eliminating 7% of its workforce and creating a flatter organization as it shifts its strategy toward delivering customer outcomes with AI.
PayPal lays off dozens in Israel as it cuts 20% of global workforce
02.09.26
|
Meir Orbach
The Israeli cuts are part of a worldwide restructuring launched under new CEO Enrique Lores. PayPal plans to eliminate about 4,760 jobs over two to three years as it seeks to simplify operations and save $1.5 billion annually.
Monday is doing almost everything right. Wall Street still isn’t convinced
10.08.26
|
Sophie Shulman
The Israeli software company beat second-quarter expectations and is seeing rapid growth in its AI products, but investors punished its decision to leave its full-year forecast unchanged.
Wix's Base44 bet comes at a price as losses widen to $76.4 million
04.08.26
|
Sophie Shulman
Heavy spending on the vibe coding platform, higher computing costs and aggressive marketing overshadow rising revenue, as the company targets AI-driven growth.
ServiceNow continues layoffs as it restructures around AI
29.07.26
|
CTech
The enterprise software giant is cutting hundreds of jobs while increasing investment in artificial intelligence skills, saying it needs “the right talent in the right roles.”
Monday.com’s mass layoffs reveal the next phase of the AI shake-up in software
22.07.26
|
CTech
The Israeli software company is restructuring around AI as investors question whether SaaS companies can maintain their old growth models.
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
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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.
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.
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