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saas: Archive

Andrew Rocco

Software's "Baby with the Bathwater" Moment

Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.

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Zacks Equity Research

Can Healthy Revenue Growth Boost Workday's Q1 Earnings?

WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.

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Rajshree Sipani

Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?

MA tests AI-driven payments with PhotonPay, signaling a push to power secure autonomous transactions in the emerging agentic economy.

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Rajshree Sipani

Can Affirm and Google Simplify Payments in AI Shopping?

AFRM teams with Google to bring BNPL into AI shopping, aiming to simplify checkout with transparent installment payments.

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Zacks Equity Research

Figma to Report Q1 Earnings: What's in Store for the Stock?

FIG heads into Q1 earnings results with strong AI product traction, rising enterprise adoption and expanding international revenue growth.

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Anirudha Bhagat

Salesforce Generates Strong Cash Flow: Can It Boost Shareholder Value?

CRM's $14.4B free cash flow in fiscal 2026 powers $14.3B in shareholder returns and AI investments like Agentforce and Data 360.

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