Today's SaaS Pulse
Fresho snaps up Nation Wilcox to dominate UK food‑wholesale software
Fresho, the Australian‑origin order‑management platform, has acquired UK ERP specialist Nation Wilcox, creating the largest software suite for British food wholesalers. The combined offering now supports more than 400 wholesalers and caterers and processes over £2 billion (≈ $2.5 billion) in annual GMV.
Also developing:
By the numbers: NinjaOne raises $400M Series C extension
‘What a Joke’: Github Copilot’s New Token-Based Billing Spurs Consternation Among Devs
Microsoft is replacing GitHub Copilot's flat‑rate subscription with a token‑based billing model effective June 1. The new system charges users per token consumed, prompting fears of steep cost increases—some developers claim monthly fees could jump from $29 to $750. While larger enterprises may absorb higher expenses, smaller teams and solo developers worry about budgeting constraints. The change also sparks debate over usage efficiency, with critics blaming excessive "vibe‑coding" for inflated token consumption.
DictationOne Unveils AI Legal Workflow Suite at LegalWeek 2026
DictationOne introduced its SpeechLive Legal AI Assistant and promoted Dragon Legal Anywhere and Philips SpeechLive Pro at LegalWeek 2026, positioning the vendor as a strategic partner for law‑firm digital transformation. The rollout highlights a broader shift toward AI‑enabled workflow consulting...
Cognizant Makes TriZetto Unify Agent‑Ready to Cut Prior Authorization Delays
Cognizant announced that its TriZetto Unify platform now supports AI agents as first‑tier consumers, debuting an electronic prior‑authorization API. The move targets the 95% of physicians who say prior authorization slows care, aiming to automate routine tasks while keeping clinical...
ChatPlayground Rolls Out $59.97 Lifetime Plan for Side‑by‑side LLM Comparison
ChatPlayground AI introduced an Unlimited Lifetime Plan priced at $59.97 (regular $619) that runs through May 31. The plan gives users a single interface to run prompts across more than 20 large‑language models, aiming to cut tool‑sprawl for AI‑focused DevOps teams.
AI Agent Turns Your URL Into Automated Sales Pipeline
Oh boy -> Explee has launched AutoGTM, an AI sales agent that turns your website URL into a fully automated outbound pipeline with deep personalization "The pitch is direct: paste your domain, and a team of seven autonomous AI agents...
Microsoft Rolls Out Copilot Health Preview for US Microsoft 365 Users
Microsoft has opened a preview of Copilot Health to U.S. Microsoft 365 Personal, Family and Premium subscribers. The AI‑powered feature aggregates medical records, wearable data and lab results to deliver personalized health insights, marking the tech giant’s first consumer‑facing health...
MongoDB Beats Q1 Forecast, Raises FY27 Guidance; Morgan Stanley Lifts Target to $380
MongoDB reported first‑quarter fiscal 2027 revenue of $687.6 million, a 25% year‑over‑year increase that topped consensus by $23 million. The company also raised its full‑year revenue midpoint to 19.5% growth and saw Morgan Stanley lift its price target to $380, citing accelerating...
ServiceNow and Palantir Bet on AI Agents, Challenging Traditional SaaS
ServiceNow and Palantir are accelerating their moves into agentic AI, with ServiceNow layering its Control Tower over recent AI‑focused acquisitions and Palantir securing a $2.3 billion Pentagon contract. The shift aims to turn their SaaS foundations into AI‑agent infrastructure, a change...
Arlo Technologies Trades at Half Its Fair‑Value as AI‑Driven Services Replace Camera Sales
Arlo Technologies' stock is trading around $13.50, roughly half of analysts' $24 fair‑value estimate, while the company pivots from selling cameras to licensing AI‑driven security software. The shift, highlighted by a service‑only deal with Samsung and 28% ARR growth, has...
Snowflake Posts Blowout Quarter and Seals $6 B AWS Deal, CFO‑Driven Capital Strategy in Spotlight
Snowflake delivered a record first‑quarter with product revenue of $1.33 billion, up 34% YoY, and announced a five‑year $6 billion agreement with Amazon Web Services. CFO Brian Robins emphasized a disciplined capital return plan and a modest margin headwind from recent acquisitions.
Salesforce’s Headless 360 Monetization Play Could Give CIOs a Familiar Budgeting Headache
Salesforce unveiled Headless 360, an agent‑first architecture that delivers CRM data through APIs and Model Context Protocol (MCP) to power AI agents and automated workflows. Executives framed the product as a new monetization engine, shifting from traditional seat‑based licensing to...
Pentagon Awards Dell $9.7 B Deal to Consolidate Microsoft 365 Across DoD, Intelligence Agencies
The U.S. Department of Defense has signed a five‑year, $9.7 billion contract with Dell Federal Systems to consolidate Microsoft 365 and cloud licences for the DoD, intelligence community and Coast Guard. The arrangement promises roughly $422 million in yearly cost savings by...
Healthcare Data Platform H1 Lands $40 Million From CVS Health Ventures
H1, the nine‑year‑old healthcare data platform, closed a $40 million round led by CVS Health Ventures. The funding arrives as the startup reports cash‑flow profitability and a 40% revenue growth outlook, highlighting corporate investors’ willingness to back late‑stage SaaS despite a...
8 Tips to Evaluate LMS Pricing Plans
The article outlines eight practical steps for evaluating learning‑management system (LMS) pricing, emphasizing that headline rates often hide hidden costs. It advises buyers to examine quote context, active‑learner counts, core versus optional features, implementation fees, support quality, renewal clauses, administrative...
Airwallex Challenges Legacy Software With New Billing Solution
Airwallex has launched Airwallex Billing, a flexible invoicing, subscription and usage‑based billing suite integrated into its global payments platform. The solution supports digital invoices in over 160 payment methods, settlement in more than 20 currencies and automated reconciliation. It targets...
Stayntouch and Ampliphi Launch Integration to Drive RevPAR Growth and Automate Revenue Management for Hotels
Stayntouch and ampliphi have launched an integration that embeds ampliphi’s AI‑driven revenue management directly into the Stayntouch cloud‑native PMS. The combined solution automatically analyzes demand, comp‑set movement and booking pace, then pushes optimized rates into the PMS in real time,...
Euro-Office Launches Open-Source SaaS Office Suite to Boost European Digital Sovereignty
Euro-Office, a collaborative open-source office suite, went live on June 9, offering web‑based editors for documents, spreadsheets and presentations. Backed by a coalition of European vendors, the suite aims to replace Microsoft 365 and Google Docs for public‑sector and regulated...
Start PLG with Conviction, Not Pricing, for CEOs
If a $10M+ sales-led CEO asked me to help them implement PLG, here's exactly how I'd approach it I would not start with pricing or a free trial. I would start with the PLG preflight checklist Because most companies do...
Microsoft Slaps New Coat of Paint on Copilot, Buries Annoying Button
Microsoft refreshed its Copilot experience in Microsoft 365, adding a new visual design, a task‑aware prompt workspace, and an option to move the floating Copilot button back to the ribbon. The update claims the app loads more than twice as...
PagerDuty Posts Modest Q1 2027 Revenue Growth, Expands AI‑Driven Incident Platform
PagerDuty announced Q1 2027 results with revenue of $121 million, a 1% year‑over‑year increase, and a new $100 million share‑repurchase program. The company highlighted rapid adoption of its AI‑native incident response tools and a shift toward usage‑based pricing, while maintaining strong cash...
Percona Launches OurSQL Foundation to Mark 20 Years of Open‑Source DBaaS
Percona celebrated its 20th birthday by unveiling the OurSQL Foundation, a non‑profit aimed at keeping MySQL and related open‑source databases free from vendor lock‑in. Co‑founder Vadim Tkachenko and CEO Peter Farkas used the event to re‑emphasize the company’s services‑first model...
Pump.co Shifts to AI‑Run DevOps Platform, Expanding Beyond Cloud Cost Savings
Pump.co announced a strategic pivot from pure cloud‑cost optimization to an AI‑run DevOps platform. The move leverages its existing 1,500‑customer base, which saves an average 20% on cloud spend, to launch a broader AI infrastructure operating system.
The Diginomica Network Podcast - Xero CP&TO Reveals the Accountants Lessons for Agentic AI Success
Xero’s Chief Product & Technology Officer Diya Jolly explained how the firm’s cloud‑accounting platform, now serving more than four million small‑business subscribers, offers a blueprint for deploying agentic AI across enterprises. She highlighted the challenges of operating in the United...
BofA Downgrades Workday to Neutral, Flags Hidden AI Risk to Seat‑Based Model
Bank of America reinstated coverage of Workday with a neutral rating and a $140 price objective, citing a hidden AI risk that could erode the firm’s seat‑based revenue stream. The downgrade follows Workday’s Q1 fiscal results of $2.542 billion in revenue...
Enterprise Search Startup Glean Hits $300 M ARR, Touts AI Cost‑cutting Edge
Glean, the AI‑powered enterprise search startup, announced $300 million in annual recurring revenue, a three‑fold increase from $100 million just 15 months earlier. The company credits its “context graph” technology for slashing token usage and positioning it against tech giants entering the...
EU Backs Euro-Office Launch, Accelerating Home‑Grown SaaS Sovereignty Push
The European Commission announced funding and regulatory support for Euro-Office, an open‑source office suite released on June 9, as part of a broader push for digital sovereignty. Backed by a coalition of European cloud vendors, the suite aims to give public‑sector...
IFS Unveils AI‑Driven Emissions Platform to Slash Carbon Reporting Effort for Industrials
IFS introduced IFS Zero, an AI‑powered emissions operating system that promises a 30% reduction in data‑collection effort and hundreds of saved hours for heavy‑industry firms. The platform aims to shift carbon reporting from a spreadsheet exercise to a real‑time, decision‑making...
Workday GO Extended Out for A/NZ Mid-Market Organisations
Workday announced the expansion of Workday GO to Australia and New Zealand, giving mid‑market organisations access to its AI‑enhanced HR, finance and payroll platform. Executives stressed that AI’s value depends on clean, connected data rather than patchwork legacy systems. Implementation partners...
Closing the SaaS Metrics Gap with Hands‑On Training
Most junior associates can build a model, Claude aside. Far fewer can tell whether the numbers going into it are real. That's the gap I hope to close with a new hands-on program, specifically for software deals, where "ARR," "retention,"...
Substack Pivots to Attract Larger Publishers After Ankler Exit
After The Ankler's big defection, here's how Substack says it's working to serve bigger publishers: https://t.co/vn4GiAgRvA
Three Insights You Might Have Missed From theCUBE’s Coverage of Boomi World 2026
Boomi LP used Boomi World 2026 to pivot from AI model hype toward concrete enterprise challenges—data activation, governance, and real‑time execution. The company highlighted its Agentstudio suite, the open‑source Boomi Companion, and the new Boomi Connect service, all designed to...
Wealor Launches AI-Native Platform Unifying Wealth Management
Wealor is building the AI-native platform for wealth managers— a centralized source of truth across wealth management, tax, and legal, with AI agents that automate operational work directly across legacy systems. Congrats on the launch, @Pierredpy72 and @KarimBOURI1! https://t.co/GXCFzZpJNp
ClickHouse Hits $250M ARR, Triples Revenue and Eyes IPO
ClickHouse announced that its annual run‑rate revenue has surged past $250 million, more than tripling year‑over‑year, while its customer base grew to 4,000. The company also unveiled Claude‑powered ClickHouse Agents and signaled that an IPO could be on the near horizon.
Mews Unveils Unified Hospitality OS, Claiming 13.7% Revenue Lift
Mews announced the launch of its AI‑native Operating System for hospitality, bundling PMS, RMS, channel management and more into a single data model. The company says hotels using the platform see an average 13.7% revenue per square metre increase and...
Snowflake Locks in $6 B Multi‑Year Deal with AWS for Graviton AI Compute
Snowflake announced a five‑year $6 billion commitment to Amazon Web Services for Graviton ARM‑based CPUs and GPU‑accelerated AI infrastructure. The deal, the largest cloud‑spend commitment in Snowflake’s history, aims to accelerate enterprise AI adoption and lower data‑movement costs.
Why AWS Scrapped OpenSearch’s Architecture to Chase Agent Workloads
AWS has rebuilt its managed OpenSearch Serverless service, separating storage from compute to create a truly serverless platform that can shrink to zero when idle. The new architecture promises up to 60% cost savings versus peak‑capacity provisioned clusters and an...
Braze Q1 2027 Revenue Jumps 30% to $211 M, Beats Estimates
Braze reported first‑quarter 2027 revenue of $211 million, a 30% year‑over‑year increase that topped analyst forecasts. The company also posted record free cash flow of $27 million, raised its full‑year revenue outlook and highlighted rapid adoption of its AI‑enabled engagement tools.
ROLLER and Adyen Launch Embedded Financing for 3,000+ Venue SaaS Customers, $1M Loans in First Week
ROLLER has teamed up with payments giant Adyen to roll out ROLLER Capital, an embedded financing product for its venue‑management platform. Within the first week of launch, more than $1 million in loans were funded for operators across the United States,...
New ‘Tokenmaxxing’ Tools Aim to Curb Exploding AI Model Costs for Enterprises
Lanai unveiled Token Tuner, a SaaS utility that maps AI token spend to business outcomes, as enterprises such as Uber confront runaway costs after Anthropic and OpenAI shifted to per‑token pricing. Executives warn that unchecked "tokenmaxxing" threatens margins and forces...
CrowdStrike, Google, Shadowserver Dismantle Glassworm Botnet Threatening Developers
CrowdStrike, Google and the Shadowserver Foundation announced on May 26, 2026 that they have taken down the Glassworm botnet by simultaneously disabling all four of its command‑and‑control channels. The botnet, active since early 2025, infected VS Code extensions, npm/Python packages and...
Cloudelligent and Honeycomb Team Up to Offer AWS‑Native Observability SaaS
Cloudelligent, an AWS Premier Tier Services Partner, and Honeycomb.io have launched a joint go‑to‑market effort to deliver an AWS‑native observability SaaS. The partnership combines Cloudelligent’s migration and managed‑services expertise with Honeycomb’s event‑based telemetry, aiming to accelerate feedback loops for AI‑powered...
Claw-Style AI Agents Are Coming to the Enterprise. The Governance Infrastructure Is Still Catching Up.
Automation Anywhere unveiled EnterpriseClaw, a platform that wraps Nvidia’s OpenShell runtime into a governed, "claw‑style" AI agent capable of device‑level access, dynamic tool creation, and screen interaction. The solution integrates security from Cisco, identity management from Okta, and GPT‑5.5 from...
SONAR Launches Affordable Plans for Every User
One of the biggest complaints we have received about SONAR is that it is too expensive. To address this, we have created a number of low cost packages for specific missions: $9.99/month iOS mobile app - ideal for those that want quick...
Snowflake Beats Forecasts, Secures $
$SNOW: impressive Q all around w product revs +34% ahead of 30% whisper w NRR 126%, RPO +38%, OM +12% + new $6B commitment to $AMZN. Higher guide F/27.
Snowflake Narrows Q1 Loss, Raises FY27 Outlook as AI Revenue Soars
Snowflake Inc. reported a narrower first‑quarter loss and a 34% jump in product revenue to $1.33 billion, prompting the company to raise its full‑year product revenue outlook. The results were powered by rapid AI adoption, a new $6 billion multi‑year AWS contract,...
212. George Storm, CRO at N.rich - Why Your SaaS Forecasting Is Broken & Inaccurate
In this episode, CRO George Storm of Enrich discusses why traditional SaaS forecasting methods are fundamentally broken and introduces his new, data‑driven approach. He explains three market shifts—shorter sales cycles, increased stakeholder complexity, and volatile CRO tenures—that render old quarterly...
AdPlayer.Pro Rolls Out Substantial Updates to Its Video Ad Player
AdPlayer.Pro, a global SaaS video‑ad technology firm, announced major upgrades to its ad‑enabled video player. The platform now processes up to 551 million ad requests and over 30 million impressions in a single day, scaling to more than 10,000 concurrent requests per...
Pentagon Gives Dell a $9.7bn Contract to Consolidate Microsoft Licences Across the Military
The U.S. Department of Defense has awarded Dell Federal Systems a five‑year, $9.7 billion contract to consolidate Microsoft 365 and cloud licences for the military, intelligence community and Coast Guard. Under the agreement, Dell will resell and manage Microsoft software, replacing...
Q&A: Box CEO Embraces Shift to ‘Headless’ Software in the Agentic AI Era
Box CEO Aaron Levie says AI agents will become the primary consumers of SaaS, forcing vendors to adopt headless, API‑first platforms. Box, built on an API business model, is expanding its content management system to be fully accessible to agents...
AddEvent Launches New Iteration of RSVP Tool With Built-In Notification Flow for Seamless Event Communication
AddEvent unveiled a major upgrade to its RSVP platform, adding modular components, a no‑code email designer, and independent notification flows. The new tools let marketers customize form design, sender details, and email content without developer assistance. Saved notification templates can...