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Oracle’s AI transformation gets more expensive as layoffs continue

She sold her startup to Salesforce. Then she had four kids and started another one.

Buildots raises $130 million at nearly $1 billion valuation as AI boom drives data center construction

Oracle begins another round of layoffs as $2.8 billion restructuring plan expands

Security breach hits Revolut amid Israeli 'lean bank' license push

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SaaS

20 stories about SaaS

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.

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

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|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.

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.