Software as a Service stocks may look expensive using some metrics, but subscription efficiency improvements could create big gains.

A hot topic on Wall Street these days is how software-as-a-service companies will be able to make money off their offerings. Microsoft CEO Satya Nadella shared some thoughts in response to an analyst ...

The AI boom has fueled hefty investments in software companies. Yet, not all software companies are seeing the same boost. Investors favor companies providing infrastructure for AI solutions. Billions ...

Box co-founder and CEO Aaron Levie doesn’t think AI agents will replace enterprise SaaS (software-as-a-service) companies. Instead, he believes that the more likely future is a hybrid combination of ...

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Pricing in the world of software is undergoing a sea change. More companies are adopting usage-based pricing (UBP), which means customers pay for how much software they use—just like utilities charge ...