Morgan Stanley downgrades Salesforce (CRM) as Agentforce AI gains haven’t lifted organic growth; legacy drags persist.

The software giant showered owners with cash while the stock price sank. Here's the real accounting of what investors got, ...

A framework for understanding the modern software industry by mapping it into eight distinct city-states, each with its own economic logic, competitive dynamics.

Salesforce launches SMB Growth Kit in India, combining Agentforce, Slack and Tableau to help SMBs adopt AI and go live in 4-6 ...

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price ...

"There were employees doing things like, 'Claude is so helpful for me — it analyzes my calendar and my email and puts together a plan for me,'" he says. "That person was spending at a run rate of $30, ...

Sponsorship management platform PlayMaker Software is beta-testing a new feature called PlayMaker AI. Clients can interact ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

If SaaSpocalypse fears push budgets away from software seats and toward compute, IBM should be relatively insulated and can ...

Of course the season finale is simply titled "The Failures." What else could it have been? Like Sam Reid's titular ...

Marketing dashboards are evolving as AI agents become the new interface for analytics. Explore how conversational AI, agentic ...

As Gartner launches the Magic Quadrant for Decision Intelligence Platforms, AIPath founder David Isaac sets out how this ...