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
Komprise Accelerates Agentic AI With Serverless Compute for Unstructured Data
Komprise unveiled KAPPA, a serverless compute service that lets enterprises enrich metadata for unstructured data with just a few lines of Python code. The offering automates scaling and execution across petabyte‑scale datasets, eliminating the need for traditional ETL pipelines. KAPPA integrates with Komprise’s Global Metadatabase, making enriched tags searchable across hybrid storage silos. Early‑access customers can now accelerate AI data preparation from months to hours, supporting autonomous agentic AI workflows.
WaveMaker Fuses Design and Development with Architecture-First Agentic Application Generation System for Enterprise Dev Teams
WaveMaker unveiled an agentic application generation system that blends AI‑driven code creation with a design‑first, architecture‑first methodology for enterprise developers. The hybrid IDE accepts Figma files and natural‑language prompts, producing tech‑stack‑agnostic markup that is validated before deterministic code generation. By...
AI Could Boost ServiceNow, Not Just Threaten It
Is $NOW really at risk of AI disruption? $NOW is down ~52% from ATH. The bear case is simple: ~97% of revenue is seat-based. If AI reduces headcount, seat growth slows. But the real question is whether AI replaces ServiceNow… or makes...
Report: FinOps Priorities Are Shifting Left and Expanding
FinOps practitioners are moving financial decision‑making earlier in the software development lifecycle, a shift highlighted in the FinOps Foundation’s 2026 State of FinOps report based on 1,100 respondents. Pre‑deployment architecture guidance is now a top‑requested capability, and the scope of...
Claude Code's Rise Shows Coding Is Nearly Solved
Claude Code launched just one year ago. Today it writes 4% of all GitHub commits, and DAU 2x'd last month alone. In my conversation with @bcherny, creator and head of Claude Code, we dig into: 🔸 Why he considers coding "largely solved" 🔸...
Beyond Gantt: The Rise of Flow-Based Production
In this episode, Antti Pukema of Sitedrive discusses moving beyond traditional Gantt chart scheduling to a flow‑based production approach that integrates CPM, Takt, and Last Planner systems into a single "one schedule". He explains how this methodology eliminates idle "white...
The Rise of Claude Cowork Platform and the Potential to Shake Up the Legal Industry
Claude Cowork has launched a legal plug‑in that automates contract review, NDA triage, compliance workflows, and templated responses, positioning itself as a direct competitor to traditional law firms. The announcement triggered immediate market reactions, with SaaS giants Adobe, HubSpot and...
Manychat Earns WhatsApp Technical Certification From Meta
ManyChat has regained Meta’s WhatsApp Technical Certification, confirming its compliance with the messaging giant’s security and API standards. The renewed status elevates ManyChat to Meta’s “Tech Partner” tier, reflecting high conversation volumes and robust client onboarding. The certification allows the...
Customers Pay for Best Practices, Not Just Code
This is a quick question with an equally quick answer— nothing. It’s just like what happened to the movie industry when the camcorder came out. Why? It’s not the camera, it’s where you point it. Traditional software companies do not...
Transforming Experience for Business Outcomes – Interview with Sid Banerjee, Mike Murchison and Paloma Paraja
The Punk CX podcast captured insights from Medallia’s Experience event, where Sid Banerjee, Mike Murchison and Paloma Paraja discussed a turning point for customer experience. They emphasized moving beyond survey‑based metrics toward AI‑driven financial outcomes such as retention, loyalty and...
Toast Courts Fast-Food Restaurants
Toast, the Boston‑based restaurant point‑of‑sale provider, announced it will launch a drive‑thru product aimed at quick‑service restaurants later this year. The move marks a strategic shift from its traditional focus on casual‑dining chains such as Applebee’s and Potbelly. In 2025...
Toast Courts Fast Food Restaurants
Restaurant POS provider Toast announced plans to launch a dedicated drive‑thru product in 2026, targeting fast‑food operators for the first time. The move follows a rapid expansion last year, with 30,000 new restaurants joining its platform, bringing total customers to...
Urgent Buyers, Internal Use Prove True Product‑Market Fit
My top 7 takeaways from my chat with Adam Markowitz who built Drata from from zero to $100M ARR in 4 years (8,000+ customers): 1. Product-market fit shows in buyer urgency, not just signups. Adam's edtech startup took years to...
Giggle Raises Funding to Expand Flexible Staffing Platform
Budapest‑based Giggle, a mobile‑first staffing platform for blue‑collar shift work, has closed an undisclosed funding round led by OXO Labs and Catalyst NXT Ventures. The capital will fund Giggle’s entry into Romania and accelerate growth across its existing Central and...
Product-Market Fit: From Edtech Vitamin to $100M Painkiller
In this episode, Adam Markowitz recounts his transition from a decade‑long edtech venture to building Drata, a compliance automation platform that quickly proved its product‑market fit as a painkiller rather than a vitamin. He explains how rigorous validation—dog‑fooding the product...
The 'Last-Mile' Data Problem Is Stalling Enterprise Agentic AI — 'Golden Pipelines' Aim to Fix It
Enterprise AI is hitting a ‘last‑mile’ data bottleneck as messy operational data hampers model inference. Empromptu’s ‘golden pipelines’ embed automated ingestion, cleaning, labeling and governance directly into the AI application workflow, shrinking data‑preparation cycles from weeks to under an hour....
Artificial Intelligence Drives Autonomous Networks, Customer Service Gains
Nvidia’s State of AI in Telecommunications survey of 1,038 industry leaders shows AI is now a revenue engine, with nine‑in‑ten respondents reporting cost reductions and higher earnings. Autonomous networks top the AI use‑case list, accounting for 50% of reported ROI,...
Can an AI PMS Run Your Short-Term Rental Portfolio?, With Boom Co-Founder & CEO Shahar Goldboim
In this episode, Shahar Goldboim, co‑founder and CEO of Boom, explains why short‑term rentals (STRs) are the most complex asset class and how fragmented software tools trap hosts in a review‑driven revenue loop. He describes the genesis of Boom—a Business‑as‑Software...
Data Compliance for B2B SaaS: Navigating Hidden Complexity
Yesterday I was talking with another founder about ensuring their B2B SaaS product is data compliant. There’s so much complexity behind meeting required standards.
Build SaaS From Problems You Already Live
luca.restagno.dev startup founder Most founders fail because they chase ideas. The best SaaS products come from a much simpler place: You already know the problem. You already use the tools. You already see what's broken. Here's how to spot YOUR perfect opportunity 👇 --- luca.restagno.dev startup founder Author After I sold my...
Bonterms Launches Docusign IAM Extension App
Bonterms has introduced a DocuSign IAM extension that links its library of standard agreements and guided‑negotiation playbooks directly to DocuSign’s webform and Navigator platform. The app enables users to launch a deal, negotiate terms, sign electronically, and automatically sync contracts...
What Retailers Actually Think About Agentic Commerce With Stripe's Maia Josebachvili | 5IM
In this five‑minute interview, Maya Jose Bakvili, Stripe’s CRO of AI, explains "agentic commerce"—AI‑assisted chat purchases and AI‑delegated buying—and how Stripe’s infrastructure supports retailers in this emerging space. She highlights four persistent retailer concerns: maintaining control as merchant of record,...
Verily Launches Self-Serve Access to Pre Platform with New Segmed and RefinedScience Datasets
Alphabet’s Verily has introduced a free, self‑serve Standard tier for its Pre precision‑health platform, allowing researchers to access the Exchange catalog and Workbench environment with just a Google account. The rollout adds three high‑impact datasets: a single‑cell AML cohort from...
ZoomInfo vs UpLead: 2026 Data Comparison
ZoomInfo and UpLead are the two leading B2B data platforms, each catering to different buyer priorities. ZoomInfo boasts the largest U.S. contact database, intent signals, and deep workflow integrations, but its pricing is custom, contract‑based, and credit‑heavy. UpLead offers real‑time...
Emergent Launches Vibe Coding App, Reaches $100M ARR in 8 Months
Emergent announced its AI‑powered mobile app, Emergent AI, as the company hit a $100 million annual run‑rate in just eight months, doubling from $50 million in a single month. The platform now supports over six million builders across 190+ countries who have created...
Carbon-Aware Scaling: The Next Competitive Edge in SaaS
SaaS founders must now measure the energy and emissions each customer generates, not just revenue and cloud spend. Continuous workloads, AI inference, and data pipelines are turning software into a major energy consumer, making carbon a direct cost driver. Tools...
UKG and Ellucian Announce Strategic Higher Education Technology Partnership
UKG and Ellucian announced a strategic partnership that links UKG’s Workforce Operating Platform with Ellucian’s ERP and student information systems. The integration enables real‑time data exchange, streamlined workforce operations, and AI‑driven insights for faculty, staff, and student employees. Mutual customers,...
Dayforce Unveils New Brand Campaign That Shrinks the Weight of Work
Dayforce, a global HCM provider, launched the “Tiny Briefcase” brand campaign to illustrate how its AI‑powered platform reduces the burden of fragmented HR systems. The visual metaphor shows professionals weighed down by oversized bags that transform into a tiny briefcase,...
Paine Schwartz Partners Chooses Intapp DealCloud to Accelerate Firm Growth Through AI Innovation
Private equity firm Paine Schwartz Partners (PSP) has selected Intapp DealCloud to modernize its data, relationship, and pipeline management. With $6.5 billion in assets under management, PSP will use DealCloud’s AI‑driven relationship intelligence, sourcing, and Microsoft SharePoint integration to centralize deal...
Why Stack Overflow and Cloudflare Launched a Pay-per-Crawl Model
In this episode, Stack Overflow’s Janice Manningham and Josh Zhang chat with Cloudflare VP Will Allen about the newly launched pay‑per‑crawl model that lets publishers charge crawlers for access. They explain how AI‑driven content scraping has upended the traditional open‑versus‑block...
Failed SaaS Projects Teach More Than Any Promotion
People ask me about those 8 SaaS products. "Did they all succeed?" No. • 3 made $0 • 2 made $1000/month • 1 hit $3k MRR then died • 2 are still growing But here's what nobody tells you: The "failed" ones taught me more than any promotion...
Ericsson Strikes Microsoft, AWS Deals for Enterprise 5G
Ericsson announced strategic deals with Microsoft and Amazon Web Services while unveiling a new telecoms innovation R&D centre in Yokohama, Japan. The Microsoft partnership embeds AI‑driven 5G laptop management into Windows 11, using Intune and Ericsson Enterprise 5G Connect to automate connectivity, eSIM...
Find the Sweet Spot Between Overly Broad and Narrow ICP
One of the Goldilocks problems in B2B startups is defining who you are selling to. On one extreme is the entrepreneur that says "we sell to everyone." That could be every company, every role or both. The challenge is how do...
EGI Innovations Hires Jon Hatchuel as First Aussie Country Manager
eG Innovations, a US‑based software vendor, has appointed Jon Hatchuel as its first country manager in Australia, marking the firm’s first dedicated employee in the market. Hatchuel, who brings over 20 years of senior IT experience, will focus on expanding...
Agent Identities Demand New Sandboxing and Access Controls
Agent identities is going to be a super fun and hard problem for software in the coming years. Most agentic systems today assume that the agent can do everything the user can do, and just operate as an extension of...
From Migration to Monetisation: Enterprises Reimagine Business Models on Cloud
Enterprises are moving beyond cloud migration to re‑engineer business models around platformization, monetisation and ecosystem scale. Leaders at the ETCIO Cloud Summit highlighted how insurers, manufacturers and service firms are using APIs, data and product‑centric thinking to unlock new revenue...
Stop Layering AI on Your GTM Stack
In this episode, Emir Atli, co‑founder and CRO of HockeyStack, explains why the traditional, tool‑heavy GTM stack can’t simply have AI bolted on—it must be rebuilt around a unified, AI‑native platform with a single data foundation. He outlines HockeyStack’s evolution...
Even Solid Funnels Can Yield Low‑quality Leads—Iterate
A test I ran flopped. The funnel was solid, the end outcome solid but the first part brought low quality leads. I swung the pendulum too far in my test and my hypothesis was wrong. Now reviewing the data and...
Reveal: How Reveal Preserves Deployment Choice and Data Portability
Reveal emphasizes data portability to avoid vendor lock‑in, offering eDiscovery solutions that can be deployed in cloud, on‑premises, or hybrid environments. The company cites an EE Times survey showing 83% of technology leaders plan to repatriate workloads this year, underscoring...
Momentum.io Showcases Enterprise AI's True Work System
Congratulations to Santiago Suarez Ordoñez , Ashley Wilson , Moiz Virani , and the entire Momentum.io team. It’s been a privilege to support you on this journey. Momentum embodied several themes we consistently look for in native AI companies: -->...
Use Your Product First; Proof Builds Trust and Growth
He refused to sell his product until his team used it themselves first. Then 100 customers signed in 6 weeks. 1,000 in year one. @markowitzadam built @DrataHQ to $100M+ ARR by proving trust with evidence - not promises. https://t.co/MZNP2TLl8H
Dropbox Inc (DBX) Q4 2025 Earnings Call Transcript
Dropbox posted Q3 2025 revenue of $634 million, a modest 0.7 % decline YoY, while non‑GAAP operating margin surged to 41.1 % above guidance. The company launched its self‑serve AI product Dash at $19 per user, achieving 60 % weekly active user engagement among...
Omarchy’s Default Themes Shine, Community Adds Countless Extras
Omarchy comes with strong lineup of default themes, but the community has been adding a million more on top of that. Love to see it.
Q1 2026 ConstellationR ShortList Refreshes
The Q1 2026 @ConstellationR ShortList™ updates are live. 43 enterprise tech categories refreshed — including new lists across Autonomous IT, AI App Dev Platforms, GenAI Content, CPaaS, and Revenue Intelligence. Explore the vendors shaping what’s next: https://t.co/XJnXbGwKL7 #AI #EnterpriseTech
PTC Therapeutics Inc (PTCT) Q4 2025 Earnings Call Transcript
PTC Therapeutics announced a definitive agreement to sell its Kepware and ThingWorx businesses to TPG for up to $725 million, shifting focus to its core CAD, PLM, ALM, and SLM platforms. The company reported 8.5% constant‑currency ARR growth to $2.446 billion and...
AI Era Demands Open Access, Not User Lock‑In
the software playbook used to be: lock users in, protect the workflow, build the moat. a day before blowout earnings, @zoink told us the opposite, don't be sacred about locking in users in the AI era. "Start anywhere, go everywhere."...
UL Solutions Inc (ULS) Q4 2025 Earnings Call Transcript
UL Solutions reported record full‑year revenue of $3.1 billion, up 6.4% (6.2% organic), and a Q4 revenue of $789 million, up 0.8% (5.7% organic). Adjusted EBITDA margin expanded 300 basis points to 25.9% for the year and 27.5% in Q4, while free...
LegalZoom.com Inc (LZ) Q4 2025 Earnings Call Transcript
ZoomInfo reported Q4 2025 revenue of $319 million and full‑year revenue of $1.25 billion, both up roughly 3% year‑over‑year and above the top end of its guidance. Adjusted operating income reached $123 million in the quarter (38% margin) and $446 million for the year,...
Agentic AI, Enterprise Control: Self-Hosted Duo Agent Platform and BYOM
GitLab 18.9 launches a self‑hosted Duo Agent Platform for online cloud license customers, enabling AI‑driven automation while keeping models on‑premise or in approved clouds. The new offering uses a usage‑based billing model powered by GitLab Credits, delivering transparent per‑request metering...
N-Able Inc (NABL) Q4 2025 Earnings Call Transcript
N‑Able reported Q4 2025 revenue of $130 million, a 12% year‑over‑year increase, and ended the year with $540 million in annual recurring revenue, up 12% on a reported basis. Non‑GAAP adjusted EBITDA held steady at a 30% margin, while dollar‑based net revenue retention...