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  1. Software shares are in the doldrums. Blame AI | CNN Business

    Aug 25, 2025 · Wall Street is uncertain whether AI will truly be able to replace SaaS. But shares in software companies have slid this year as investors have tried to mitigate losses in their portfolios.

  2. SaaS Is Dead! - 5 Stocks Facing Extinction? - Qwen 2.5 MAX Outpaces …

    Jan 30, 2025 · The declaration that “SaaS is dead” might sound hyperbolic, but it captures a seismic shift underway in the tech industry. For decades, Software as a Service (SaaS) has dominated how …

  3. The SaaS Crash: To Beat Inflation, Did We Break Innovation?

    Aug 20, 2024 · Minus the financial chicanery and rampant stock market speculation, there are similarities in the wreckage of the SaaS crash that mirror that of the dot-com bubble.

  4. SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers …

    Many B2B and SaaS leaders continue to rely on price increases and upsells for more and more of their growth. This just has its limits.

  5. The SaaS crisis: From Hype to the negative reality in 24 months ...

    Apr 26, 2025 · BCG notes that the B2B Saas sector continues to grow, but suffers from intensive competition, especially from new market participants who offer similar solutions at lower prices.

  6. Are Saas Stocks A Buy After Today’s Crash? - 24/7 Wall St.

    May 30, 2024 · Are Saas Stocks a Buy? Savvy investors relish opportunities to find market overreactions and buy stocks they love when prices drop.

  7. As AI Growth Explodes—Will SaaS Come Crashing Down? - Forbes

    Oct 1, 2024 · It’s an incredibly exciting time and an inflection point. The end of SaaS and other enterprise software hasn't arrived, but the way in which we buy and consume software will.

  8. Monday.com: Another SaaS Stock Crash — Market Myopia, Or …

    Aug 19, 2025 · Things get messy, and even small changes in expectation can have a big impact on valuation and stock price. That’s what’s happening right now for Monday.com, especially as it gets …

  9. What the SaaS Collapse Means for Every Leader | Gainsight

    Jun 23, 2022 · Nearly every SaaS company is revising its growth plans, given the likelihood of a slowing economy. So, just as in the early days of Covid, you will be asked to do more with less.

  10. Why didn't anyone point out the flawed operating leverage story in SaaS?

    Jul 11, 2025 · Despite their high gross margins, SaaS companies don’t just make less than other public companies; most of them actually lose money. Ben may have been one of the first to fully elucidate …