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
Ituran Posts 19% Revenue Jump to $102.7M, Beats $100M Milestone
Ituran (ITRN) posted $102.7 million in Q1 2026 revenue, a 19% year‑over‑year increase that pushed the company past the $100 million quarterly threshold for the first time. The surge was powered by strong subscription growth, an expanded Stellantis OEM partnership, and favorable foreign‑exchange conditions.
Agentforce Hits $1.2B ARR, Emphasizes Infrastructure Over Features
Salesforce FY27 Q1: Agentforce Crosses $1.2 Billion ARR as the Platform Bets Shift From Features to Infrastructure https://t.co/b91LJgft8S
AWS Launches Agentic Shopping Assistant to Help Retailers Build AI Tools
Amazon Web Services introduced the Agentic Shopping Assistant (ASA), a new offering that bundles AWS AI services such as Bedrock, OpenSearch, and the Alexa for Shopping tool with professional services to help retailers embed generative AI assistants in their e‑commerce...
Zscaler Posts 25% ARR Growth, Highlighting Robust SaaS Sales Execution
Zscaler announced $3.5 billion in annual recurring revenue, a 25% year‑over‑year increase, underscoring the effectiveness of its SaaS sales engine. The growth came alongside $850 million in revenue, record non‑GAAP operating margins and a surge in large‑deal activity.
Joyy Posts 12.4% YoY Q1 Revenue Surge, Launches $1.5B Shareholder Return Plan
Joyy Inc. announced first‑quarter 2026 revenue of $555.7 million, up 12.4% year‑over‑year, its strongest growth rate in recent years. The company also unveiled a $1.5 billion shareholder‑return program and a new three‑segment reporting model that spotlights its AI‑driven social‑entertainment, ad‑tech, and e‑commerce...
Zscaler Posts 25% YoY ARR Growth to $3.5B in Q3 2026, Highlighting Cloud‑Security SaaS Surge
Zscaler announced third‑quarter fiscal 2026 ARR of $3.5 billion, a 25% year‑over‑year increase, driven by strong net new ARR and expanding enterprise adoption of its Zero Trust and AI‑protect solutions. The company also posted record non‑GAAP operating margin of 23% and...
Meta to Start Testing AI Subscription Services, with Cheapest Plan at $7.99 a Month
Meta announced it will test two paid tiers for its Meta AI app, launching a $7.99 per‑month Meta One Plus plan and a $19.99 per‑month Meta One Premium option. The trial will start next month in Singapore, Guatemala and Bolivia, while a...
ClickHouse Tops $250M ARR, Launches Agentic Analytics and Benchmarking Tools
ClickHouse announced that its serverless cloud business has surpassed $250 million in annual run‑rate revenue, more than tripling year‑over‑year, and that it now serves over 4,000 customers after adding 1,000 net new accounts this quarter. The company unveiled ClickHouse Agents, a...
Palantir Declares ‘SaaS Is Dead’ as It Targets Supply‑Chain Software
Palantir Technologies announced that traditional software‑as‑a‑service models are too rigid for large manufacturers and is refocusing on a custom‑engineered supply‑chain layer. The move leans on its Ontology platform and forward‑deployed engineers, with 46% of last year’s revenue already coming from...
Salesforce’s AI‑First Bet Faces Crucial Test in Q1 FY2027 Earnings
Salesforce (CRM) will release its fiscal first‑quarter 2027 earnings on May 27, putting its Agentforce AI platform under the microscope. Analysts expect $11.05 B in revenue and $3.12 EPS, while the company’s guidance targets $45.8‑$46.2 B full‑year revenue and a 34.3% non‑GAAP...
Fintech Bytes: Envestnet's Bill Crager Wants to Fix Tech's Disconnection Dilemma
Bill Crager, co‑founder of Envestnet, launched Field, a data‑layer platform that consolidates portfolio, planning, CRM, compliance and billing information into a single framework. The venture builds on BridgeFT and Precept acquisitions to provide multi‑custodian connectivity and AI‑enhanced data integration. Meanwhile,...
Box Posts 11% YoY Revenue Rise to $306M, Boosted by Enterprise Cloud Storage
Box (BOX) posted first‑quarter fiscal 2027 revenue of $306 million, an 11% year‑over‑year increase, led by strong Enterprise Advanced sales. The cloud‑storage firm also posted a net retention rate of 105% and a record $128 million free cash flow, underscoring accelerating B2B...
Time-to-Value: Why Onboarding Is the New SaaS Retention Battleground in 2026
In 2026 the SaaS industry is shifting its retention focus from product features to the onboarding experience, with fast, value‑driven implementations now linked to a 30% lift in twelve‑month retention rates. At the same time, vertical SaaS is booming, projected...
HubSync Launches HubSync Halo™ to Automate Tax & Accounting Engagement Work
HubSync unveiled HubSync Halo™, an AI‑driven operating system that automates the entire tax and accounting engagement lifecycle—from drafting engagement letters to final delivery. The platform embeds a network of specialized AI agents that pull prior‑year data, classify documents, extract tax...
The Next Fintech Race Is Infrastructure. Paga Wants In
Paga Group is pivoting from consumer payments to a B2B infrastructure model with its new Paga Engine. The service packages two decades of internal payment technology, allowing Nigerian firms to outsource payment acceptance, wallets, and disbursements. In 2025 the engine...
Workday Shares Jump 5% on Strong Q1 Results, Sparking SaaS Sell‑Off Debate
Workday's stock rose more than 5% on May 22 after reporting a 13.5% YoY revenue increase to $2.54 billion, driven by AI‑centric product adoption. The rally has reignited discussion on whether the broader SaaS downturn is ending, given the company's strong...
Reviewer Select Unveils Semantic AI Platform for Faster Reviewer Matching
Reviewer Select has launched a new website showcasing its semantic AI platform that accelerates peer‑reviewer matching for journal editors. The system extracts research concepts from manuscripts and ranks reviewer candidates by expertise fit, providing evidence such as DOI links and...
Alaska Airlines and Hawaiian Airlines Unite Cargo Operations on IBS Software’s iCargo Platform
Alaska Airlines and Hawaiian Airlines have merged their cargo operations onto IBS Software’s AI‑driven iCargo platform, creating a unified digital management system. The integration replaces Hawaiian Air Cargo’s legacy software, standardizes policies, and consolidates billing and shipment tracking across both...
AI Ticketing Platform HelpDesk Boosts Retention with 92% CSAT and 33M Automated Actions
HelpDesk, the AI‑driven ticketing platform from the LiveChat and ChatBot team, processes 33 million automated actions annually, cuts first‑response time to four hours and records a 92% “great” CSAT score. The tool is being hailed as a retention engine that transforms...
The Death of Per-Seat Pricing: What It Means for Your SaaS P&L
Per‑seat pricing is rapidly losing ground to hybrid and outcome‑based models as AI‑driven usage spikes. Bloomberg forecasts subscription‑based pricing dropping from 60% to 30% of SaaS contracts by 2030, while outcome‑based pricing climbs to 60%. Early adopters like Salesforce and...
Zoom Beats Q4 2026 Guidance, CFO Michelle Chang Highlights Cash Strength and Cost Discipline
Zoom reported $1.25 billion in Q4 2026 revenue, surpassing guidance and delivering $490 million in non‑GAAP operating income. CFO Michelle Chang underscored robust cash generation, disciplined spending and an aggressive share‑buyback program as the company eyes AI‑driven growth.
Anthropic Acquires Fractional AI to Challenge Palantir in Enterprise SaaS
Anthropic announced the acquisition of Fractional AI, a developer of generative AI enterprise applications, to launch its own consulting division. The move signals a shift from pure model licensing to end‑to‑end AI deployment, directly targeting Palantir's hybrid SaaS‑consulting model.
Nutanix Inc (NTNX) Q3 2026 Earnings Call Transcript
Nutanix reported Q1 FY2026 revenue of $671 million, a 13% year‑over‑year increase that fell within its guided range, while ARR rose 18% to $2.284 billion and NRR held steady at 109%. The company lowered its full‑year revenue outlook to $2.82‑$2.86 billion, citing greater...
RNN Uses Radio.Cloud to Deliver Localized Headlines
Radio Network News (RNN) has begun U.S. operations using Radio.Cloud’s NewsCloud platform, a browser‑based tool that lets anchors produce multiple localized newscasts each hour. The system leverages AI to condense wire stories into two‑ to three‑sentence scripts and can generate...
Affiliate Marketing: Scalable SaaS Growth With
When affiliate marketing works for your SaaS, it's one of the best scalable channels out there. Variable cost. Compounds over time. Pays you in customers you didn't have to acquire. But "works" doesn't happen by accident. It takes deliberate program design. I've codified...
PDQ Provides MSP-Focused Endpoint Management Capabilities?
PDQ announced a major expansion aimed at managed service providers, introducing a multitenant architecture, centralized user management, reusable packages, and global deployment scripts. The update also adds integrations with Freshworks, Jira, and Zapier, with HaloPSA slated next. PDQ says the...
Salesforce Faces a Vital Agentforce Test in Upcoming Earnings
Salesforce is banking on its Agentforce AI platform as the linchpin of its next growth phase, with the company set to report fiscal Q1 2027 results on May 27. Wall Street expects $3.12 earnings per share on roughly $11.05 billion of revenue,...
Deliver AI Value in 60 Seconds, No Effort
Had a blast speaking at SaaStanak on how to build a product that sells itself in the AI era👌 Here's the TLDR on my talk: Step 1 - Nail the output experience in your product people don't want to do...
Microsoft Expands AI Model Menu, Loosening Tie to OpenAI as Enterprise SaaS Shifts
Microsoft announced that more than 10,000 Azure customers have run multiple AI models on its Foundry platform, with usage of Anthropic and OpenAI models doubling quarter‑over‑quarter. The shift signals a broader, less‑dependent AI strategy that could reshape the enterprise SaaS...
AppOmni Launches Marlin AI to Automate SaaS Security Investigation and Remediation
AppOmni unveiled Marlin AI, an autonomous AI layer that automatically correlates, investigates, and guides remediation of SaaS security alerts. The capability runs continuously within the AppOmni platform, eliminating manual analyst steps and delivering plain‑language playbooks for remediation. By focusing exclusively...
Zoom Hits $100M ARR, Redefines AI‑First Contact Centers
Zoom’s $100 Million Pivot: The Era of the Intelligent Contact Center @Zoom has officially crossed the $100 million Annual Recurring Revenue (ARR) milestone for its Contact Center business. While still a small fraction of Zoom's total revenue, this achievement signals a...
Lovable Hires CRO Ryan Meadows to Accelerate Global Expansion, Eyes $400M ARR Growth
Lovable, the Swedish AI coding platform, appointed Ryan Meadows as chief revenue officer to spearhead rapid international expansion. Meadows will lead a 35‑person go‑to‑market team that has driven annual recurring revenue to $400 million, a 30 percent month‑over‑month jump, while the company...
OptusApp Unveils Empient, First AI‑Native Platform for Social‑Housing Providers
OptusApp has launched Empient, the first AI‑native, fully integrated housing system built for social‑housing providers. The platform merges management, asset and CRM tools into a single ecosystem and introduces a pricing model that could upend sector norms.
Therapists Adopt AI Note‑Taking Tools Amid Privacy Pushback
Therapists across the United States are piloting AI‑driven note‑taking platforms such as Berries, SimplePractice and Blueprint, promising to save hours of administrative work each week. Patients, however, voice strong concerns about data privacy and the erosion of trust, highlighting a...
Bujeti Unveils Unified Payroll Platform to Streamline Finance and HR in Africa
Bujeti has launched Bujeti Payroll, a unified SaaS platform that combines payroll processing, compliance and cash‑flow management for African companies. By embedding payroll directly into existing finance systems, the startup promises real‑time reconciliation, automated tax filings and a hiring planner...
Oakley Capital to Acquire Majority Stake in XTEL for Up to £33 Million ($42 M)
Oakley Capital Fund VI is set to invest up to £33 million (about $42 million) for a majority stake in XTEL, the revenue‑management and trade‑promotion software provider to over 400 global consumer‑goods brands. The deal underscores private‑equity’s growing appetite for data‑intensive SaaS...
Biyond AI Crypto Analyst Launches 5‑Year Plan for $40
Biyond AI‑Powered Crypto Analyst introduced a five‑year subscription priced at $39.99, slashing the regular $1,404 fee by $1,364. The low‑cost plan aims to give both novice and seasoned crypto traders continuous AI‑driven market signals.
SaaStr 856: AI-Native GTM 101: The 5 Decisions Every Founder Has to Get Right with Owner's CRO
Owner.com has reached roughly $100 million in annual recurring revenue by deploying an AI‑native go‑to‑market engine aimed at independent restaurants. Its sales force is delivering outsized results—account executives close more than $2 million ARR each year and outbound BDRs generate about $100 thousand...
Bloomberg Flags Salesforce’s Agentforce AI as Potential Vaporware
Bloomberg’s investigative report casts doubt on Salesforce’s Agentforce AI platform, labeling it potential vaporware after marketing demos failed to match deployed functionality. The article highlights delayed rollouts at University of Chicago Medicine and Williams‑Sonoma, and cites internal compliance hurdles as...
Zoom Beats Q4 2026 Guidance with $1.25B Revenue, AI Deals Drive Growth
Zoom reported fourth‑quarter 2026 revenue of $1.25 billion, topping the high end of its guidance by $12 million and delivering a 5.3% year‑over‑year increase. The earnings call highlighted AI‑powered product adoption, solid enterprise expansion, and a shareholder‑friendly capital return plan.
DeepSeek Slashes V4‑Pro API Fees by 75%, Undercutting OpenAI and Anthropic
Chinese AI startup DeepSeek announced a permanent 75% reduction in its V4‑Pro API pricing, bringing costs down to as low as $0.0035 per million input tokens and $0.83 per million output tokens. The move creates a near‑seven‑to‑one cost advantage over...
DynamicsMinds 2026: Dynamics 365 Finance Roadmap Pushes Toward Agent-Driven Future
Microsoft unveiled its next‑generation Dynamics 365 Finance roadmap, emphasizing an "agentic ERP" model where autonomous AI agents become core to business processes. At DynamicsMinds 2026, the company demoed ClawPilot, an OpenClaw‑based agent that can flag procurement delays and suggest mitigation steps....
Time Is Money & Brands Need Both More Than Ever
Seattle‑based startup Suede launched a Shopify app that turns purchase‑order emails into ready‑to‑publish product listings for independent fashion retailers. By extracting data, generating SEO‑friendly descriptions and formatting variants, the platform compresses a hours‑long manual process into minutes. The launch, timed...
AI‑ERP Disrupts NetSuite, Scales 100× with Sheets
Campfire (@meet_campfire) is the AI-native ERP for high-growth tech companies, helping finance and accounting teams automate manual work across accounting, taxes, and investor reporting. The company, which recently raised a Series B led by Accel and Ribbit Capital, has more than...
Misclassifying COGS vs OPEX Skews SaaS Gross Margins
SaaS gross margins are often misleading if COGS vs OPEX isn’t done right. From payment processing to customer success and cloud costs—small misclassifications can distort your entire P&L. New SaaS Metrics School episode: https://t.co/s0TWxA1OYV #SaaS #SaaSMetrics #SaaSCFO https://t.co/CgTSqKWLdy
9 Best Mental Health Software in 2026: My Top Picks
The article ranks the nine best mental‑health software platforms for 2026, drawing on G2’s Winter 2026 Grid, AI‑assisted review analysis, and clinician feedback. It highlights each solution’s core strengths—customizable EHRs, practice‑management suites, AI‑driven documentation, and employer‑focused wellness tools—along with pricing cues...
Squarespace Commerce Unveils $299 Multi‑Store Platform to Challenge Shopify Plus
Squarespace Commerce launched its Commerce Multi suite, letting merchants run up to 20 stores from a single dashboard for $299 per month. The move pits Squarespace directly against Shopify Plus in the enterprise‑grade SaaS market, promising lower costs and unified...
Workday CEO Warns AI Could Replace Human Labor, Cites 200% ACV Surge
Workday CEO Aneel Bhusri told investors that AI is already displacing full‑time employees in HR functions, noting that AI‑driven expansion deals are more than 50% larger and that AI ARR is nearing $500 million. The comments come as the company reports...
Coatue Shifts $33B Portfolio Away From Big‑Three Cloud SaaS to AI Chip Makers
Coatue Management, overseeing a $33 billion public‑equity portfolio, cut its stakes in Amazon, Alphabet and Microsoft while boosting positions in AI‑focused semiconductor firms such as TSMC, ASML, Lam Research and Micron. The move reflects a broader reallocation from cloud‑based SaaS providers...
Informatica World 2026: Informatica Deepens Collaboration with Microsoft to Deliver Trusted Datafor Agentic AI and Analytics at Scale
Informatica announced deeper collaboration with Microsoft, launching its Headless Intelligent Data Management Cloud within Microsoft Foundry and extending integration with Microsoft Fabric. The joint solution aims to provide trusted, discoverable data for agentic AI and large‑scale analytics, addressing industry concerns...