Today's SaaS Pulse
OpenAI acquires Ona to embed secure workspaces for autonomous AI agents
OpenAI announced the acquisition of Ona, a 79‑person cloud development environment provider, to embed secure, persistent workspaces for autonomous AI agents. Ona’s platform has seen a 13‑fold rise in weekly agent sessions across banks, pharma firms, and sovereign wealth funds. Analysts estimate the deal value between $450 million and $500 million.
Also developing:
By the numbers: NinjaOne raises $400M Series C extension
How Scientist-Entrepreneurs Are Shaping China’s Future
A wave of scientist‑entrepreneurs is redefining China’s growth model, moving it from property‑driven expansion to innovation‑led development. The trend began with the 2014 "mass entrepreneurship and innovation" campaign and accelerated after 2018 as geopolitical pressures pushed for self‑sufficiency in semiconductors and industrial software. Companies founded by researchers now dominate high‑tech sectors, with a recent Hong Kong IPO valued at roughly $1.3 billion. By 2025, China’s 179 national hi‑tech zones contributed about $2.9 trillion, or 14.5% of GDP, underscoring the sector’s rising economic weight.
NetSuite's Rigid SaaS Model Limits Growth for Larger Firms
NetSuite struggles to support mid-size to large organizations due to its limited flexibility and complexity. Its multi-tenant SaaS model restricts customization compared to other cloud solutions, making it less appealing for growing businesses. #ERP #BusinessSoftware https://t.co/jG1PRzc0H9
CPE Webinar: Why Post–Tax Season Is the Perfect Time to Move Your Firm to the Cloud
Wolters Kluwer is hosting a free CPE‑approved webinar on May 28, 2026 to show tax firms how moving from desktop‑based software to the cloud can eliminate IT headaches, improve security, and boost performance. The one‑hour session will cover common pain points such as...
LinkSquares Unveils First All‑Agentic CLM Platform to Speed Real‑Estate Deals
LinkSquares announced the launch of an all‑agentic, AI‑native contract lifecycle management platform that drafts, redlines and executes real‑estate contracts in minutes. Early‑access users report cutting workflow time from hours to two minutes, promising faster deal cycles and tighter legal oversight.
Farmers' Mutual Group Launches Workday HCM, Unifying HR for 900+ Staff
Farmers' Mutual Group (FMG) has gone live with Workday Human Capital Management, moving its 900‑plus employees onto a single cloud platform for HR, payroll and absence. More than half of staff logged in within 90 minutes and 80% installed the...
Arctera Shifts to Unlimited SaaS Model for Enterprise Compliance
Arctera announced a transition to a fully SaaS operating model that removes traditional limits on data volume, user count and environments, giving large organizations a unified, cloud‑based compliance service. The change aligns product, engineering and go‑to‑market teams under one structure...
ServiceNow Expands AI Control Tower with Governance Tools
.@ServiceNow Knowledge 2026: AI Control Tower, Action Fabric, Autonomous Workforce and more https://t.co/Y5Tk3LEjiR ServiceNow expanded its AI Control Tower with new integrations, observability and governance tools and features to measure the value of AI agents. #Knowledge2026 https://t.co/FLvCVxEYmZ
Sierra Secures $950 Million Funding, Valued at $15 Billion to Scale AI‑Driven CX Platform
Sierra, the San Francisco‑based AI startup, announced a $950 million financing round that lifts its post‑money valuation above $15 billion. The round, led by Tiger Global and Alphabet’s GV, is earmarked for expanding its enterprise AI customer‑experience platform and accelerating global adoption.
Google Adds Multimodal Support and Page‑level Citations to Gemini API File Search
Google announced three upgrades to its Gemini API File Search: multimodal data handling, custom metadata filtering, and page‑level citations. The changes let developers build retrieval‑augmented generation (RAG) systems that process text and images together while providing precise source references.
Jfrog Ltd (FROG) Q1 2026 Earnings Call Transcript
JFrog reported Q1 2026 revenue of $154 million, a 26% year‑over‑year increase, driven by a 50% surge in cloud revenue that now represents 51% of total sales. Enterprise Plus subscriptions grew to 58% of revenue and net dollar retention rose to...
Toast Inc (TOST) Q1 2026 Earnings Call Transcript
Toast Inc. posted a strong Q1 2026, with recurring gross profit streams rising 27% and GAAP operating income margin expanding to 21%, the first time above the 20% threshold. Net new locations grew by 7,000, pushing total live sites to...
Bentley Systems, Inc (BSY) Q1 2026 Earnings Call Transcript
Bentley Systems reported Q1 2026 revenue of $424 million, up 14.5% year‑over‑year, with subscriptions accounting for 93% of sales. Annual recurring revenue reached $1.495 billion, growing 11.5% in constant currency and delivering a net revenue retention rate of 109%. Service revenues surged...
HubSpot Inc (HUBS) Q1 2026 Earnings Call Transcript
HubSpot reported a robust Q1 2026, with revenue up 23% year‑over‑year (18% in constant currency) and non‑GAAP operating margin expanding to 18%. The company added nearly 300,000 customers, generated $154 million free cash flow, and saw subscription revenue rise 23% while...
Microsoft Dynamics Partner Roundup: Partnership; Decision Support Solutions for CRM; Shipping for D365BC; ERP for Specialty Contractors; Brazil Expansion
Microsoft Dynamics partners announced several product launches and geographic moves this week. Inogic introduced three AI‑driven add‑ons—Predict4Dynamics, SharePoint Knowledge AI Search, and Next Best Action—built on Azure Machine Learning and Azure OpenAI for Dynamics 365 CRM. Insight Works released Warehouse Insight v2.16...
Datadog Inc (Pre-Reincorporation) (DDOG) Q1 2026 Earnings Call Transcript
Datadog posted Q1 2026 revenue of $1.01 billion, up 32% YoY and above the high end of guidance, while total ARR surpassed $4 billion. The quarter delivered a 6% sequential revenue increase—the strongest Q1 growth since 2022—and generated $289 million in free cash...
Rebuilding Session Replay’s Delivery Layer to Be Lighter on Your Page
Amplitude’s Session Replay SDK has been overhauled to improve data delivery and reduce payload size. The new version drains pending events before each DOM snapshot, guaranteeing correct ordering, and switches to a single‑batch gzip compression that cuts wire size by...
Estate Agency Leads to Be Contacted by AI Voice System
Estate‑Agents.ai has launched an AI‑driven prospecting platform that uses synthetic voice calls to reach homeowners in an agency’s existing database. The system engages former enquiries and dormant contacts in natural‑language conversations to gauge intent to sell within six months. Responses...
New WhatsApp AI Assistant for Estate Agents Launches
Veyco has introduced Veyco Chat, an AI‑driven WhatsApp tool that handles routine client queries throughout property transactions. The service is already live with a pilot group of estate agents and law firms, covering the period from offer acceptance to completion....
Enterprise AI Cultivates Development Application for Blacktown City Council
Blacktown City Council has deployed Enterprise AI’s Development Application Information System (DAISY), an AI‑driven platform built on Microsoft Azure, to streamline its planning workflow. The solution combines DAISY Assist, which offers site‑specific guidance to applicants, and DAISY Assess, which automates...
Adobe Just Put a Coworker Inside Acrobat
Adobe has rolled out a new AI‑powered productivity agent for Acrobat, extending its capabilities beyond static PDFs. The agent lives inside PDF Spaces, a live, account‑free workspace that bundles documents, links, notes, brand assets, and AI‑generated summaries or audio walkthroughs....
Cartwheel Expands ezCater Integration to Streamline Catering Deliveries
Cartwheel has expanded its integration with ezCater, letting restaurant operators access ezCater Dispatch directly from the Cartwheel dashboard. The unified interface supports hybrid delivery models that blend in‑house drivers with third‑party networks and automates mandatory real‑time tracking standards. Enhanced navigation...
Behind the Kentucky Derby: How Churchill Downs Is Using SAP to Control Spend
Churchill Downs, the operator of the Kentucky Derby, has leveraged SAP S/4HANA Cloud Public Edition as the core of a broader digital transformation, adding SAP Ariba and SAP Business Network to tighten spend control. The cloud ERP gave the 10,000‑employee...
Automated Financial Systems Appoints New CRO, COO and BI Chief to Drive AI Growth
Automated Financial Systems (AFS) announced three senior hires—Kevin Ryan as chief revenue officer, Amanda Hinski as chief operating officer and Janice Kwan as chief business intelligence officer. The appointments aim to accelerate AI‑enabled product expansion, deepen bank partnerships and sharpen...
Aurora Secures 500‑Truck Autonomous Deal with Hirschbach Motor Lines
Aurora Innovation announced a contract to supply 500 autonomous semi‑trucks to refrigerated‑freight specialist Hirschbach Motor Lines, with deliveries slated to begin in 2027. The deal expands Aurora’s Driver as a Service offering, letting Hirschbach own the hardware while paying for...
Salsify Launches SalsifyIQ, AI‑driven PXM Layer for Agentic Commerce
Salsify introduced SalsifyIQ, the first product experience management intelligence layer built for agentic commerce, at the Digital Shelf Summit in Atlanta. The new “brain” creates a product knowledge graph that unifies data, AI agents and workflows, aiming to accelerate brand...
Freshworks Beats Q1 2026 Forecast, Posts 16% Revenue Rise and 27% EX ARR Growth
Freshworks (NASDAQ:FRSH) posted Q1 2026 revenue of $228.6 million, up 16% year‑over‑year, and saw employee‑experience ARR jump 27% to over $540 million. The results beat internal expectations, driven by strong mid‑market wins, AI‑enhanced offerings and a 106% net dollar retention rate.
Syspro Launches Marketplace to Extend ERP Value for Manufacturers and Distributors
Syspro announced the live launch of its Syspro Marketplace, a curated portal of partner solutions that plug directly into the ERP platform. The marketplace aims to simplify the addition of analytics, AI, CAD, CRM and other capabilities for mid‑size manufacturers...
AuditBoard (Now Optro), a SaaS Risk-and-Compliance Platform
AuditBoard, founded by Daniel Kim and Jay Lee, evolved from a Sarbanes‑Oxley tool into a comprehensive SaaS risk‑and‑compliance platform. Battery Ventures led its 2018 Series B, rebranded the company, and installed CEO Scott Arnold, driving ARR to $200 million by early 2024. The...
Why Long-Running AI Agents Break on HTTP and How Ably Is Fixing It
Ably CEO Matthew O’Riordan explains that standard HTTP request/response falters when AI agents run for hours, handling multiple tool calls and user interruptions. To address this, Ably introduced a durable‑session layer called AI Transport, which moves the response stream to...
Anthropic CEO Predicts SaaS Pivot as AI Coding Surges
Anthropic CEO Dario Amodei warned that AI‑driven coding agents are slashing software development costs, forcing SaaS providers to develop new moats beyond code complexity. He cautioned that incumbents without differentiated assets could see market value evaporate or even go bankrupt....
ServiceNow Knowledge 2026 - Standard Chartered, Hitachi Energy and State of Hawaii on Why Governing AI Agents Matters More than...
ServiceNow’s Knowledge 2026 conference unveiled an expanded AI Control Tower and announced that its Autonomous Workforce will now span every major enterprise function. A customer panel featuring Standard Chartered, Hitachi Energy and the State of Hawaii underscored that governance, not just agentic capability,...
Claude Managed Agents Can Engage In a 'Dreaming' Process To Preserve Memories
At its Code with Claude developers conference, Anthropic unveiled a new feature called "dreaming" for Claude Managed Agents. The process periodically reviews recent sessions and extracts salient details into a curated memory store, helping agents retain critical context across long‑running...
Dyna Software Adds AI Agents to Customize ServiceNow Applications
Dyna Software unveiled Platform Copilot, a suite of AI agents that automatically configure ServiceNow SaaS applications from natural‑language or image inputs. Integrated with ServiceNow’s development tools and large‑language models from OpenAI and Anthropic, the agents generate configurations, preview changes, and...
The Most Important Copilot Metric Was Not Seat Growth
Microsoft reported that paid Copilot seats surpassed 20 million in Q3 2026, a 250% year‑over‑year jump. Despite the surge, the seats represent less than 5% of its roughly 450 million‑user enterprise base, indicating shallow penetration. A parallel Accenture rollout to 743,000 employees exposed...
RiFD Partners with Kingsbury to Scale Securitisation Infrastructure in Saudi Arabia
Saudi fintech RiFD has teamed up with UK‑based Kingsbury & Partners to scale securitisation infrastructure in the Kingdom. RiFD will supply its technology‑driven “securitisation‑as‑a‑service” platform, while Kingsbury contributes global structuring and execution expertise. The joint offering targets asset classes such...
AvidXchange Expands Embedded Payments Strategy with Ministry Brands Integration
AvidXchange has launched embedded payments within Ministry Brands’ accounting platform, which serves more than 90,000 churches and nonprofit organizations. The integration embeds the full accounts‑payable lifecycle—invoice capture, approval, and payment—directly into the existing software, eliminating the need for separate tools....
Abacus AI Review: Features, AI Agents & Automation Explained (Honest Guide)
Abacus AI launches an all‑in‑one AI work system that merges chat, research, coding, app creation, media generation, and autonomous agents into a single platform. Its three layers—ChatLLM, the Abacus AI Agent, and the persistent Claw—let users access over a dozen leading models,...
Toast Debuts Toast IQ Grow
Toast launched Toast IQ Grow, an AI‑powered marketing platform that adds more than 20 new features across marketing, payroll, inventory and operations. The solution pairs a Marketing Agent that automatically builds audiences and runs campaigns with a dedicated human marketer...
Cut Claude Code Costs by up to 55% with WozCode
Switched from Copilot to Claude Code two months ago. The capability jump was real. The bill was a horror show. I assumed that was just the price of using a better tool. It isn't. Vanilla Claude Code is structurally inefficient. Too many...
WordPress “Downgrade” Button Launches Happiness Engineer Chat
Clicking "downgrade" on Wordpress doesn't downgrade you but starts a chat with a "happiness engineer."
Anthropic Raises Claude Code and Opus API Rate Limits, Citing SpaceX Colossus 1 Deal
Anthropic announced on May 6 that it is doubling the five‑hour rate limits for Claude Code across Pro, Max, Team and Enterprise plans and removing peak‑hour throttling for Pro and Max users. The company also raised the Claude Opus API limits,...
Connect Your Agent Gateway to Existing Security Providers
Is your agent gateway connected to your existing security providers? Should be! We're making a big ecosystem bet on the Agent Gateway, which is part of the @googlecloud Gemini Enterprise Agent Platform. https://t.co/8ZDnmwuzmR https://t.co/OlAxPDfC88
80x Growth Drives Aggressive Compute Acquisition Strategy
Dario: “We saw 80x growth earlier this year on usage and revenue” “That’s why we are going to keep acquiring as much compute as we can” https://t.co/Hwj18IV7KB
Google Home Adds Massive Automation Suite and Nest Cam UI Upgrade
Google announced a sweeping 2026 update to its Google Home app, introducing dozens of new automation starters, conditions and actions for lights, locks, appliances and more. At the same time, Nest Cam users receive a redesigned player, zoomed‑in previews and...
HubSpot Leverages Crunchbase to Spot High-Potential Startups
@HubSpot for Startups, a program designed to help early-stage companies access tools and resources to grow, needed a smarter way to identify and prioritize high-potential startups beyond existing partner networks. Here's how they did it with Crunchbase. 🔗: https://t.co/nmnuoSZr7i
AI Search Success Requires Third‑Party Brand Visibility
B2B SaaS companies really nailing AI search strategy right now are not just thinking about owned content; they're thinking about how the brand shows up across third-party sites, too. IMO, it probably always should have been this way. https://t.co/oVIRa7IDLM
Zylo Launches AI‑Driven Zylo Clarity and Model Context Protocol to Automate SaaS Spend Management
Zylo announced two new AI products—Zylo Clarity AI and the Model Context Protocol (MCP) Server—designed to turn its SaaS‑spend visibility platform into a conversational, action‑oriented system. The tools let users ask plain‑language questions and trigger real‑time actions across existing workflow...
LinkedIn Creator Partnerships Boost B2B SaaS Leads
B2B SaaS are getting smart about leveraging LinkedIn creator partnerships and seeing real impact on lead generation + sales. I did a deep dive on the data in today's newsletter: https://t.co/Gjlq6bTA8f https://t.co/Q5MXl083gP
Serno: AI Canvas Where Claude, GPT, Gemini Debate
Serno just dropped and it's the first AI tool that doesn't feel like a chatbot. It's a canvas. With a team of expert personas. Who debate before they answer you. Claude, GPT, and Gemini all run the same question side by side. Here's...
Bootstrapped Founders Keep Millions as ARR Scales
This is what bootstrapped ownership actually pays: At $5M ARR: hundreds of thousands. At $10M ARR: a million. At $15M ARR: more millions. At $25M ARR: more and more millions. No investors or dilution. Every dollar yours.