Today's SaaS Pulse
Ardoq launches “Free Your IT” campaign to break Big Tech lock‑in
Ardoq introduced the “Free Your IT” movement, urging enterprises to regain control over data and roadmap autonomy. The initiative promotes open standards, interoperable architectures, and a community‑driven approach, positioning Ardoq’s platform as a neutral hub for enterprise architecture tooling.
Also developing:
By the numbers: Loop raises $95M to scale AI‑driven supply chain solutions
Carpentry, CapEx, and Continuing Disruption - Salesforce CDO Joe Inzerillo on the Real Impact of AI on SaaS Providers
At the Morgan Stanley TMT conference, Salesforce Chief Digital Officer Joe Inzerillo argued that generative AI is an accelerator, not a destroyer, for SaaS businesses. He likened AI to a table‑saw that lets engineers deliver features 20‑times faster, turning back‑log items into rapid releases. Inzerillo emphasized a shift from traditional CapEx‑heavy data‑center models to subscription‑based, AI‑enabled services, noting that the data layer is now "kinematic" and continuously improving. He warned that enterprises will favor fit‑for‑purpose AI solutions over building custom replacements for platforms like Salesforce.
All‑in‑One Free Scheduler & Growth Engine for Threads
BlackTwist is the scheduling and growth tool built specifically for Threads. What we do: - Schedule and queue posts - AI Post Generator (write posts in your voice — beta) - Analytics and engagement tracking - Engager (reply to your audience faster) - Threads100 Challenge (100...
Webinar Replay: Modernising Case Management Systems – What Every Law Firm Needs to Know in 2026
Legal tech experts discussed modernising case management systems (CMS) as firms face performance bottlenecks, hybrid‑work demands, and AI ambitions. 2026 is seen as a turning point, with firms weighing optimisation, SaaS migration, or workflow redesign. Lima’s assessment combines technical diagnostics...
Telcos Rebrand as Cloud Providers During MWC
At Mobile World Congress, global telcos announced a strategic shift to brand themselves as AI, cloud, and edge service providers, directly targeting enterprise and public‑sector customers. They are leveraging partnerships with hyperscalers to embed telco workloads into existing cloud platforms,...
SaaStr 844: The Top 5 Issues Managing Multiple AI Agents in Production with SaaStr's CEO and Chief AI Officer
In this episode, SaaStr’s CEO and Chief AI Officer discuss the practical challenges of running dozens of AI agents in production, outlining their top five pain points: the cognitive load of context switching across heterogeneous agents, the disruptive "blackout" period...
Diligent AI Raises $2.5M to Support KYC and AML Teams with AI Agents
London‑based Diligent AI, a Y Combinator‑backed startup, has closed a $2.5 million seed round led by Speedinvest with participation from fintech investors and strategic angels. The company builds autonomous AI agents that automate repetitive KYC and AML tasks such as risk...
The Right Way to Architect Modern Web Applications
The article argues there is no single “right” way to build modern web applications; instead, teams should adopt hybrid, constraint‑driven architectures that combine server‑side rendering with client‑side hydration. It explains how today’s apps span servers, edge caches, and browsers, requiring...
Rankings | Rethinking HR Technology Decisions in Europe: Lessons From the Latest Fosway 9-Grid
The latest Fosway 9‑Grid report confirms Workday’s tenth straight year as a Strategic Leader, underscoring its dominance in Europe’s HR‑tech market. The analysis highlights five trends reshaping the region: platform consolidation, heightened employee‑experience demands, AI‑driven work redesign, a pivot to...
9 Sales Performance Tools for 2026: My Picks
Harshita Tewari reviews nine sales performance management (SPM) platforms for 2026, ranking them from enterprise‑grade Salesforce Sales Cloud to lightweight tools like Pipedrive. The selection criteria focus on quota tracking, forecasting accuracy, coaching analytics, CRM integration, and incentive management, drawing...
CrowdStrike ‘Turbo Charging’ Security Platform Growth With Falcon Flex: CEO George Kurtz
CrowdStrike’s Falcon Flex subscription model propelled its ARR related to Flex deals 120% year‑over‑year to $1.69 billion, contributing to a total ARR of $5.25 billion for fiscal 2026. The company’s managed‑service‑provider (MSSP) channel surged past $1.3 billion, up from under $100 million three years earlier....
SPS Commerce Trades Cheap, Unusual Call Spread Amid Sale Push
I'll do this one public...always liked this Co. and is wildly cheap at these levels... Unusual Call Spread in High Quality Software Player at Record Cheap Valuation with Limited AI Disruption Risk SPS Commerce $SPSC with an interesting trade of 3/3 as...
On‑Premise Infrastructure Often Beats Cloud on Cost
The initial promise of cloud software being cheaper than on-premise systems has been widely debunked. In most client scenarios, managing your own infrastructure proves more cost-effective. #CloudComputing #ITStrategy https://t.co/jt3bOt7Dgu
Red Violet Inc (RDVT) Q4 2025 Earnings Call Transcript
Red Violet reported Q2 2025 revenue of $21.8 million, a 14% year‑over‑year increase and 21% organic growth after excluding a prior‑year one‑time transaction. The company posted a record adjusted gross margin of 84% and free cash flow of $4.8 million, up 47%...
Max Fast Delivers Super‑intelligent, On‑demand Software Design
'@v0 Max Fast' (powered by Fast Opus) straight-up feels like frontend & design engineering super-intelligence. The quality, the speed, the consistency… It's costly, but it's the best taste of the future of generative, on-demand software you can get today. https://t.co/SNzS0vtFA9
Stem Inc (STEM) Q4 2025 Earnings Call Transcript
Stem Inc. posted Q3 2025 revenue of $38 million, a 31% year‑over‑year increase, and ARR rose to $60 million, up 17%. The company recorded a second straight quarter of positive adjusted EBITDA ($2 million) and generated $11 million of operating cash flow. Management highlighted...
How Gremlin Makes Disaster Recovery Testing Easier and Faster
Gremlin has introduced a Disaster Recovery Testing feature that lets organizations simulate catastrophic failures across all services with a few clicks. The tool builds on pre‑built test suites to establish baseline reliability scores, then supports regular weekly testing of individual...
CrowdStrike Hits $5B ARR Milestone, Record FY26
CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow....
Micro's X Integration Turns Email Into AI-Powered CRM
Been using Micro since last week and it’s awesome. Especially the new integration with X that allows you to find important people that follow you. I was going to call it a CRM killer but it does so much more...
Scanifly Is Official Design Platform for CertainTeed’s SunStyle Solar Roof
Scanifly has been appointed the official design platform for CertainTeed’s premium SunStyle solar roof systems. The new SunStyle Designer lets contractors create 3‑D layouts, generate real‑time production estimates, and export full installation reports across Scanifly’s remote and drone‑based environments. Automated...
From Panic to Product‑Market Fit: Listening Wins
As a college student, Peter Reinhardt (@reinpk) started a company that stumbled, pivoted, and nearly ran out of money before a small open-source library became Segment—the data layer behind thousands of software companies and was later acquired by Twilio. On the...
Gartner Acknowledges Growth of Decision Intelligence Platforms with Inaugural Magic Quadrant
Gartner released its inaugural Magic Quadrant for Decision Intelligence Platforms, signaling a shift from data‑driven to decision‑centric strategies. The report highlights legacy players like FICO alongside newer pro‑code solutions such as Quantexa, and notes that generative AI integration remains early....
Agentforce Customers Are Doubling Down: 60% of Q4 Bookings Came From Expansions
Agentforce’s Q4 FY26 results reveal that more than 60% of bookings for Agentforce and Data 360 came from existing customers expanding their contracts. This expansion outpaced new‑logo deals, suggesting that early adopters are moving past pilot phases into sustained usage. Despite...
AI Agents Accelerate SaaS Product Management Tenfold
AI agents are collapsing the traditional PM function. Here’s what that means for your SaaS over the next three years👇 For years, SaaS scaled with PMs translating customer input into documentation, and engineering turning that into a product. But now...
Figma’s Silent Change Signals Fight for Design Infrastructure Control
In February 2026, Figma released version 126.1.2. One line in the changelog caught nobody's attention. It should have. The update stripped --remote-debugging-port on startup, with no announcement and no deprecation warning. Just gone. Overnight, developers who'd spent months building automation...
Propel Software Marks Best Year in Company History Fueled by DesignHub, Propel One Solutions
Propel Software reported a record‑breaking fiscal year ending January 31, 2026, with bookings up 42% year‑over‑year and a strong Q4 surge. Growth was powered by its DesignHub multi‑CAD integration and Propel One agentic AI platform, which attracted manufacturers seeking to replace legacy...
Turn Every Call Into Instant Copywriting Gold
Every team call and customer meeting is now a copywriting gold mine. Let's riff on the topic right now. On the call. Take the transcript later. Work with Claude. Create briefs for events, webinars, emails, landing pages. If you can talk it...
Accenture Down to Buy Downdetector as Part of $1.2 Billion Deal
Accenture announced a $1.2 billion acquisition of Ookla, the parent of Downdetector, from Ziff Davis, bringing Speedtest, Ekahau and RootMetrics into its portfolio. The deal expands Accenture’s intelligence and analytics capabilities for telecom operators, hyperscalers and enterprise networks. Ziff Davis will apply the...
KeyCare Raises $27.4M to Scale Epic-Integrated Virtual Care Platform
KeyCare announced a $27.4 million financing round led by HealthX Ventures, bringing its cumulative capital to over $55 million. The Epic‑integrated virtual‑care platform connects health systems with independent providers across primary, behavioral, and urgent care. Funds will be used to scale operations,...
Revenium Launches Tool Registry to Give Developers Full Cost Visibility Into AI Agent Deployments
Revenium announced the general availability of its Tool Registry, a platform that gives enterprises end‑to‑end visibility into the true cost of AI agent deployments. The solution goes beyond token‑level tracking by capturing fees from external APIs, SaaS services, and human‑in‑the‑loop...
TMTB: Gitlab (GTLB) Buyside Bogeys
GitLab (GTLB) heads into its quarterly earnings call at 4:05 pm, with an implied 15% price move priced in by the market. The stock has tumbled 50% since the end of October and now trades at roughly three times forward revenue,...
Stop Agency Overhead: Demand Revenue‑Focused, Actionable Marketing
You hired an agency to make your job lighter... But instead, you’re in more meetings. Weekly status calls. Slide decks full of impressions. Endless “next steps.” The reporting looks polished. But pipeline doesn’t feel any stronger. You’re not looking for...
Pick the Right Sale Type for Your Exit Goals
How much of your business do you want to sell? Should you pursue a minority, majority, or full sale transaction? Founders looking to exit or raise capital have to decide which is the best path to achieve your goals, both...
Wix Launches Website Creation App in ChatGPT Through OpenAI Collaboration to Simplify Design
Wix announced a partnership with OpenAI to embed its website‑building application inside ChatGPT. The new app lets users generate production‑ready sites using plain‑language text or voice commands, leveraging Wix’s proprietary protocols. The feature is being rolled out globally, aiming to...
Apple, Google Wallets Get Personal
Digital‑wallet platforms from Apple and Google are evolving beyond simple payments, with startups like Badge turning them into interactive commerce channels. Badge’s infrastructure lets brands push real‑time, location‑aware offers and loyalty updates directly to a consumer’s wallet. The San‑Francisco‑based company...
Olo Chooses Linked Eats as 3PD Profitability Partner
Restaurant technology platform Olo has selected Linked Eats as its preferred partner to boost profitability in third‑party delivery (3PD). Linked Eats, which powers over 40,000 storefronts, will provide Olo’s restaurant clients with real‑time data, AI‑driven pricing, revenue recapture and unified...
Enrico Palmerino Explains Botkeeper's Fall
Botkeeper, a venture‑backed accounting automation platform, shut down in February after a rapid loss of its core client base. CEO Enrico Palmerino explained that 30‑40% of revenue came from just ten large accounting firms, and a wave of mergers among...
Brownsville’s Edge AI Experiment Reimagines the Economics of the Connected City
Brownsville, Texas has launched an in‑city edge AI platform that runs on private 5G and fiber, turning low‑cost IoT sensor data into real‑time public‑safety insights. NTT Data’s Shahid Ahmed highlighted that traditional GPU‑heavy AI would break IoT economics, prompting a...
Launch HN: Cekura (YC F24) – Testing and Monitoring for Voice and Chat AI Agents
Cekura, a YC F24 startup, launches a simulation platform that lets developers test voice and chat AI agents at scale. The service creates synthetic user conversations, imports real production dialogs, and uses a mock‑tool environment to evaluate agent behavior without hitting...
Executive Intelligence Podcast - Certinia Founder Deb Ashton on the Changing Services Business, Learning From Customers, and Seizing Opportunities as...
Deb Ashton, founder of Certinia (formerly FinancialForce), explains how services firms are shifting from traditional time‑and‑materials and fixed‑price contracts to recurring revenue models driven by customer success metrics. She highlights AI’s role in automating routine work, forcing new pricing and...
Value Decline, Not Churn Rate, Drives Revenue Loss
Your customers are churning. But not for the reason you think. Most founders look at monthly churn, see 3-4%, and think "we're fine." But then they pull up their net revenue retention at 12 months and it's sitting at 70%....
Founders Dream: AI‑Powered Slack Runs All Departments
This is what every founder secretly wishes their Slack looked like. 124 AI agents across 15 departments. Engineering, Sales, Product, Design — all shipping autonomously. No API keys. No cloud bills. No meetings. Just vibes. https://t.co/Uz9P5TigMf https://t.co/W7H4S926JJ
Sign Customiser Tops $75M as Sign Shops Ditch Spreadsheet Quotes for Online Ordering with AI Quote Automation
Sign Customiser, an Adelaide‑based quoting platform, has processed more than $75 million in merchant sales across 100 countries over the past four years. The solution replaces spreadsheet‑based pricing with an embeddable AI‑driven customiser widget that lets customers design, price, and pay...
New Identity Layer Powers the Agentic AI Era
AI agents are acting, but your identity stack wasn’t built for that. @agenticfabriq is the identity and governance layer for the agentic era. Congrats on the launch, @paulinazhxu and @matthew_xu23! https://t.co/OVGYbWEZGo https://t.co/nHX5imQZFZ
Low‑cost Sales Hubs Fuel Egnyte’s $300M Success
Egnyte's first marketing spend: $6,000 on SEM. "I was like, holy s***, that's a lot of money." Now they spend millions per quarter. Same playbook. But the real edge? Inside sales offices in Spokane, Raleigh, Salt Lake City. Not SF. $300M+ revenue. $137.5M raised....
DeepKeep Launches AI Agent Attack Surface Scanner to Map Enterprise Risk
DeepKeep Ltd. unveiled its AI Agent Scanner, a tool that maps the attack surface of generative AI agents within enterprise workflows. The solution provides instant visibility into agents' tool and data access, visual risk maps, and identifies potential vulnerabilities. It...
Why Software‑Enabled Agencies Are the Future of E‑commerce
Despite a small pocket of futile, violent resistance (looking at you @jacob_posel, @ChereneAubert and @Chillestdotcom) SEAN's (Software Enabled AgeNcies) are all the rage. In this week's ecommerce playbook podcast episode I break down why we are committed to building a SEAN and...
Support Contracts Evolve Into Three‑tier Success Plans
And support contracts become success contracts - and there are again three: - Foundational - included in every @SAP cloud solution - Advanced - more features on top of foundational - Max - more on top of both plans https://t.co/54SQy5gsMN
Alkira Launches Partner Program to Boost Services Revenue and AI Infrastructure Wins
Alkira announced its Connect Partner Program, a partner‑first platform designed to help global systems integrators, managed service providers, cloud service providers and AI‑focused firms deliver complex networking and AI infrastructure solutions faster and more profitably. The program introduces Connect Services...
Simple Shopify Gift App Reveals Complex Cart Management Challenges
We spent a year building a 'simple' @Shopify app: add free gift to cart, discount to zero. Then cart state management, discount conflicts, and popup cooldown debates happened. New pod with @karlmeisterheim and @PaulReda on what it actually takes. https://t.co/i2VKEDRfPy
Krisp Launches Listener-Side, Real-Time Accent Conversion
Krisp Technologies introduced a listener‑side, real‑time accent conversion feature that adapts incoming speech for individual listeners without changing the speaker’s voice. The system runs locally on the user’s device, delivering sub‑200 ms latency and preserving privacy by storing no raw audio....