Today's SaaS Pulse
Salesforce Launches AgentExchange, a Unified AI Marketplace with $50M Builder Fund
Salesforce has merged its three app and AI stores into a single AgentExchange marketplace, offering over 13,000 ready‑made apps, AI agents, and automation components. The platform features intent‑aware search, one‑click buying, and instant activation within Salesforce or Slack, and includes a $50 million builder fund to encourage partner development.
Also developing:
By the numbers: Loop raises $95M to scale its supply‑chain AI platform
Why Design Authority Is Crucial in Salesforce Architecture
The article argues that a Salesforce Design Authority (DA) is essential for maintaining architectural intent and preventing technical debt. It explains how architectural drift occurs when decisions are implicit and not revisited, and how a DA provides a forum for deliberate, visible trade‑off discussions. The piece outlines what a DA does and does not, suggests team structures, and offers practical steps to start one. It also highlights signals of a successful DA and its impact on delivery confidence.
Nebius Price Target Lifted to $232 on $5.4B ARR Outlook
Nebius Group $NBIS price tgt raised to $232 at Northland Conservatively raising CY26 ending ARR estimate to $5.4B from $4B on strong 4Q25 incremental ARR and low end of CY26 capex plans. While we are not changing our...
Babble Turns to NinjaOne to Unify Legacy IT Stack
UK‑based managed service provider Babble has migrated from a patchwork of five legacy IT tools to NinjaOne’s unified management platform. The switch supports over 12,000 client devices, including those in regulated public‑sector environments, and aims to improve productivity, scalability, and...
Stop GTM Theater: Focus on ICP‑Driven Strategy
If your GTM looks impressive but revenue is flat, that’s not bad luck. You're stuck in the classic GTM Theater vs. GTM Strategy trap. Let me explain... GTM Theater is when... 1) You've got that Agency running ADs, and they're showing you all the...
Why Healthcare Scheduling Belongs Inside Salesforce
Healthcare scheduling is evolving from a back‑office task into a core operational layer within Salesforce. As providers consolidate patient data, billing, and analytics on the CRM, real‑time coordination of staff, rooms, equipment, and services becomes essential. The article outlines common...
Starling Bank’s SaaS Business Expands to Fourth Country
Starling Bank’s Engine, its banking software‑as‑a‑service platform, has entered a fourth international market by signing a deal with New Zealand‑based SBS Bank. The Engine business posted FY25 revenue of £8.7 million, reflecting an almost 300% year‑on‑year increase. Existing deployments span Romania’s Salt...
G2 Names Samsara No. 1 in Supply Chain & Logistics Software
Samsara Inc. was named the No. 1 Best Supply Chain & Logistics Software Product of 2026 by G2, based on more than 2,100 verified customer reviews. The award also placed Samsara at the top of categories such as ERP, Mid‑Market, and...
AI Won’t Kill SaaS; Japan’s Fallout Reveals Opportunity
1/ The market is convinced that AI will kill SaaS. That seems overly simplistic. There's been carnage in Japan's SaaS sector, with babies clearly thrown out of the bathwater. That could signal opportunity. https://t.co/cmwPpqWG59
JIM.com Brings Its AI-Powered Business Platform to Android, Opening the Door to Millions More U.S. Micro Entrepreneurs
JIM.com, the AI‑driven fintech platform for micro‑sellers, launched its Android app, extending its full suite of AI business agent features to the 45% of U.S. smartphones that run Android. The rollout follows an iOS‑only debut in early 2025 that already...
Digital Video Asset Manager & Image Optimization: Smart Strategies for Managing Modern Digital Content
In this episode Steve Hutt outlines how Shopify merchants can transform their media workflow by adopting a Digital Video Asset Manager (DAM) and robust image optimization. He explains the ROI of DAMs—cutting asset‑search time by up to 40% and delivering...
HealthStream Inc (HSTM) Q4 2025 Earnings Call Transcript
HealthStream reported record Q3 2025 results, posting $76.5 million revenue, a 4.6% year‑over‑year increase, and new highs in operating income, net income and adjusted EBITDA. Subscription revenue rose 5.7% driven by strong CredentialStream, ShiftWizard and Competency Suite growth, while legacy product...
Backblaze Inc (BLZE) Q4 2025 Earnings Call Transcript
BlackLine reported Q4 2025 revenue of $183 million, an 8% increase year‑over‑year, and total ARR of $702 million, up nearly 10%. Bookings surged 22% to a record level, with three‑quarters coming from existing customers, while platform pricing adoption rose to 11% of...
Tennant Co (TNC) Q4 2025 Earnings Call Transcript
Tenable Holdings reported Q4 2025 revenue of $260.5 million, a 10.5% YoY increase, and full‑year growth of 11%. The AI‑powered Tenable One platform drove 46% of new and expansion business, delivering a net dollar expansion rate of 106% and pushing...
Loops Is a Federated, Open-Source TikTok
Loops launches as an open‑source, federated short‑video platform positioning itself as an ethical alternative to TikTok. The service emphasizes privacy, community governance, and the absence of invasive tracking or ad‑driven revenue models. By making its code publicly available, Loops promises...
Here’s Why Wedbush Is Bullish on ServiceNow, Inc. (NOW) Again
Wedbush reinstated ServiceNow (NOW) on its IVES AI 30 list on February 9, reversing a December drop. The firm argues that the recent software‑stock sell‑off is exaggerated and that large SaaS players remain beneficiaries of the AI revolution. Analysts led by...
Few Use OpenClaw for Real Value‑Driving Work
Most people posting about OpenClaw are not running it for real meaningful work use cases. @chrysb is one of the few who is and sharing (more than me) about it. His list is real and realistically even only scratches the surface...
AI Now Helps Manage 16% of America's Apartments
EliseAI, an AI housing startup, now handles leasing and management for roughly one in six U.S. apartments, about 16% of the market. The technology, accelerated by the COVID‑19 pandemic, enables self‑guided tours, instant text and voice interactions, and rapid response...
RingCentral's Agentic Voice AI Fuels Explosive Growth
$RNG has always claimed to be an eventual AI winner, stock soared 35% on results on Friday, back near 2023 and 2024 highs for a Software name Agentic voice AI is transforming business communications, with RingCentral positioned as a leader in...
Cloudflare’s Markdown for Agents Automatically Make Websites Agent-Ready
Cloudflare introduced “Markdown for Agents,” an edge service that converts HTML pages to Markdown when an AI agent requests them via an Accept: text/markdown header. The conversion can slash token consumption by up to 80%, turning a 16,180‑token HTML page...
Build an AI‑native Version Before Competitors Outrun You
Right now, founders have two choices. One, they can pretend like they're living under a rock with their product, even if they have strong product-market fit right now. Or two, they can realize that product-market fit evolves faster than ever...
Custom Apps vs SaaS: Weighing Innovation Against Crowd Wisdom
Replacing paid tools with vibe coded apps is all well and good, but something I'm thinking about is the importance of staying on top of what existing apps are launching. Sure you can bring a tool to parity today with the...
Has the AI Disruption Arrived - and Will It Just Make Software Cheaper and More Accessible?
Entrepreneur Paul Ford, co‑founder of AI‑driven platform Aboard, wrote a New York Times essay highlighting the rapid improvement of Anthropic’s Claude Code, now costing $200 per month and enabling massive code generation. He argues that AI coding can turn software...
Unscripted Dive Into Zoho ERP, AI, SaaS Future
ZohoDay 2026 - the unscripted podcast review with Brian Sommer https://t.co/ZDIW0WioZc -> brianssommer and I grab a deserted room, start the countdown timer, and look to make sense of Zoho ERP, the AI stack, and the debated future of SaaS -...
Platform Wars Hinge on Owning the Stack’s Central Node
Salesforce is now bridging four domains at once: Salesforce Implementation (CRM) Databricks (data lake) Agentforce (AI agents) Data 360 (data platform) The platform wars are not about features. They are about who owns the most connected node in your stack.
How iPayr’s Capacity-Limited Licensing Strategy Is Driving International Momentum Across Exchanges
iPayr International is pursuing a capacity-limited licensing model, granting access to its proprietary four-system automation suite only after applicant review. This scarcity-driven approach contrasts with the open-subscription SaaS model common among retail trading bots and is credited with accelerating the...
Seeking Laravel Spark Billing Extensions and Migration Options
Question for the @laravelphp Spark users out there, ideally the Paddle version: how have you extended billing for things like credits/optional subscriptions/one-time-payments? Anything more comprehensive out there? Is there a migration path?
Unusual Retention Curve Mirrors the Hype Cycle
Does a hype cycle have a retention curve that looks like this? Literally never seen a retention cohort graph like this https://t.co/BwMCDv7eIY
Hitting Stride with AppOS, AI and Low-Code Automation at ZohoDay 2026
Zoho celebrated its 30th anniversary at ZohoDay 2026 by unveiling AppOS, a new reliability layer that unifies its low‑code tools, AI agents and over 50 business applications. The platform aims to curb fragmentation caused by generative AI and coding agents...
Automatic Tenant Isolation Built Into Nile by Default
This is a common problem and one of our biggest motivations in building Nile - to isolate tenants automatically and by default.
From the Microsoft Dynamics 365 CE/CRM Blogs: Set up reCAPTCHA V2; Extend D365 CE?; Business Process Flow Stages; New Rules...
Microsoft’s February 2026 update to Dynamics 365 Customer Insights – Journeys removes the legacy HIP captcha from real‑time marketing forms. The change mandates using Google reCAPTCHA v2 for all new forms immediately and requires retrofitting existing forms by June 30 2026 to maintain bot protection. In parallel,...
Creation-as-a-Service Trumps SaaS: Extend Slack with Agents
"Creation as a Service" will always beat "Software as a Service". I don't want your lowest-common-denominator software. I want software to work for me and meet my needs. I want platforms and infrastructure. To me, Slack is a good example of...
Prep Early, Focus Collaboration, Bring Hard Problems
First board meeting? Tips: 1. Send the board deck (or memo) 48 hours before. 2. Assume board members have read it, so you don't have go through everything they've already processed. 3. Bring your hardest problems and debates explicitly...
Yotpo Review 2026: The Definitive Guide for Shopify Brands at Every Stage
In this episode Steve Hutt breaks down Yotpo’s 2026 review platform for Shopify brands, outlining who benefits most from its multi‑channel UGC syndication and where it falls short. He categorizes Shopify merchants into emerging, growth, and established stages, recommending Yotpo...
Delay Hiring; Automate First to Avoid Drowning
Greg Isenberg thinks 2026 is about to create 10x the number of entrepreneurs. Massive SaaS layoff wave, everyone starts building. He's probably right, but most of these new founders are going to make the same mistake I made for 4 years... They're...
Iterate, Launch, Pivot: My Personal Success Formula
I started Twitter in 2021 as JavaScript content creator. Grew to 20k followers Launched an MVP SaaS end 2021 hivoe.com $3k MRR in 12 months Launched another SaaS inboxs.io $1k MRR in 8 months Elon changed API pricing to $42k/month - I had to sell...
Klaviyo Review 2026: The Definitive Guide for Shopify Brands at Every Stage
The episode reviews Klaviyo as the premier email and SMS platform for Shopify brands, comparing it to Omnisend and Mailchimp and outlining which business stages benefit most. It highlights Klaviyo’s unique ability to turn Shopify data into a real‑time customer...
AI Era Redefines PMF: Speed to Value Wins
I spoke with a $50M ARR founder yesterday. He said something I haven’t stopped thinking about: “We have product-market fit right now. But that’s PMF pre-AI.” Let that sink in. Most users aren’t deeply loyal. They’re accepting the friction because...
Agentic Coders Accelerate Content Quality and SaaS Upsells
Agentic coders allow us to quickly iterate on what’s best for our customers using ClickFlow (our AEO/SEO content creator). I can’t understand any modern company that doesn’t use these. The speed we have as an org now would have been unfathomable 12...
ECI Expands Alliance with FormedAI to Deliver AI-Powered AP Automation for E-Automate Cloud Users
ECI Software Solutions has broadened its partnership with FormedAI to embed AI‑driven accounts payable automation into the e‑automate Cloud platform for North American dealers. The integration brings the same data‑capture and invoice‑processing engine that served self‑hosted users to cloud deployments,...
UI Bakery Replaces $50K Dev Dashboards in Minutes
RIP to every dev team charging $50K to build an internal dashboard. UI Bakery just made every internal tool your dev team ever built look like a waste of time. It's called UI Bakery, it builds and deploys a fully functional internal...
‘SaaS Is Dead’ Is Counterfactual, Ask Us Again in 10 Years: Salesforce Heads Amid AI Summit 2026
At the AI Impact Summit 2026 in New Delhi, Salesforce executives pushed back against the "SaaS is dead" narrative, arguing that their cloud platforms remain essential for AI‑driven enterprises. They highlighted that over 20,000 customers are already integrating Salesforce AI...
Designers Turn Engineers, Automate Social Card Creation
The future of design is… engineering. All designers at @vercel now also build, thanks to tools like @v0, Claude Code, and Cursor. They've been contributing to our frontends and apps for a while now. But over the past few months, the leap...
AI Boosts SaaS Support, Productivity, Margins—No Price Hikes
AI doesn’t need to be sexy to move the needle. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini explains how AI is boosting support, dev productivity, and margins—without raising prices. Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/DhDtGPTj5z
How to Sell Your SaaS (From a Founder with a $169m Exit)
The founder of iContact shares how a $169 million exit was the result of building an exit‑ready SaaS, not a lifestyle venture. He stresses designing for scalable growth, strong unit economics, and leadership depth that can operate without the founder. Mastering...
Choose Hyperscaler‑hosted S/4HANA over RISE for Flexibility
RISE with SAP might be too risky if long-term flexibility, cost, or optionality are top concerns. For businesses facing uncertainty or rapid evolution, consider hyperscaler-hosted S/4HANA to hedge your bets. #SAP #CloudComputing #BusinessTransformation https://t.co/xURleBJmTX
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SaasRise CEO Mastermind Recaps for the Week of Feb 16 - 19, 2026
The SaasRise CEO Mastermind covered ten high‑impact topics for SaaS leaders, from navigating 9‑12‑month enterprise sales cycles to modernizing AI‑assisted development workflows. Participants received tactical advice on measuring GTM performance early, maintaining CRM data hygiene, and leveraging retargeting over broad...
SaasRise Mastermind Recap - Feb 18, 2026
The SaaS mastermind on Feb 18, 2026 delivered a playbook for scaling fast‑growth companies, covering AI‑assisted coding, go‑to‑market metrics, CRM hygiene, cold‑email infrastructure, and enterprise sales tactics. Leaders were urged to mandate AI tools, appoint champions, and track productivity dashboards while protecting...
The Agentic Engineering Revolution: How AI Is Transforming Coding, QA, and Product Management
Software teams are moving from AI‑assisted coding to "agentic engineering," where autonomous AI agents handle code reviews, test generation, security scans, UI scaffolding, and pull‑request creation. A reported Angular migration that once required months was completed in 24 hours, illustrating the...
AI Coding and Agentic Engineering
AI coding has shifted from an experimental tool to a mandatory capability, delivering at least a two‑fold boost in developer productivity. Teams using assistants like Cursor with Claude are turning weeks‑long feature cycles into hours, enabling small groups to ship...
The Economics Of Retention: How MoEngage Built A Defensible Moat In A Crowded Market
MoEngage has turned the high cost of user retention—estimated at five to twenty‑five times acquisition expense—into a core SaaS proposition. After raising $280 million in a Series F round, the company reported close to $100 million in ARR and achieved profitability in the...