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
Transforming Dynamics 365 Marketing Engagement Into Automated Business Workflows
Most firms still rely on manual follow‑up after marketing emails, causing delays and missed opportunities. Dynamics 365 Customer Insights – Journeys centralizes interaction data in Dataverse and automates lead scoring using custom triggers linked to Power Automate. By mapping email opens, clicks, form submissions, and event registrations to engagement scores, the platform converts prospect activity into qualified leads without human intervention. This seamless handoff aligns marketing campaigns with sales outreach, accelerating the conversion pipeline.
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...
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...
Appian Corp (APPN) Q4 2025 Earnings Call Transcript
Appian Corp reported 22% year‑over‑year total revenue growth to $202.9 million, driven by an 18% rise in cloud subscription revenue and a 36% surge in professional services. Adjusted EBITDA reached $19.7 million, comfortably above the $10‑$13 million guidance, while operating cash flow turned...
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...
Workiva Inc (WK) Q4 2025 Earnings Call Transcript
Workiva reported Q4 2025 revenue of $239 million, up 20% year‑over‑year and surpassing the top end of its guidance. Subscription revenue rose 21% to $219 million, driven largely by new customer additions, while non‑GAAP operating margin expanded to 19.1%, beating expectations by...
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...
AI Won’t Kill SaaS; Governance Still Essential
Narratives can crush multiples faster than fundamentals change. Markets are pricing “software is dead” as if AI will commoditize SaaS overnight. But enterprises still need governance, permissioning, audit trails, compliance, uptime, and data orchestration. AI may change workflows, but it doesn’t...
Software Stocks Face Fear‑Driven Selloff, Not Real Decline
Software is getting hit on fear of substitution more than evidence of structural deterioration in enterprise spending. When price action gets ahead of reality, the re-rating can be violent if the narrative cools.
Opkey Launches Design Studio for ERP Implementation Planning
Opkey introduced Design Studio, an AI‑driven module within its application lifecycle automation platform that streamlines ERP and HCM implementation planning. The visual canvas embeds more than 20 domain‑specific AI agents to automate discovery, requirements capture, process mapping, and configuration design....
Forest Lawn Builds an Integrated Procure-to-Pay Backbone by Connecting Vroozi, NetSuite, and Shopify
Forest Lawn Memorial Parks & Mortuaries has built a fully integrated procure-to-pay backbone by linking Vroozi’s procurement platform with NetSuite ERP and Shopify e‑commerce. The integration automates inventory replenishment, accounts payable, and even service procurement, allowing real‑time updates across systems....
Celebrating Milestone Thanks to Trusted Customers & G2 Community
This is a meaningful milestone for our team and the organizations that trust our platform to transform how work gets done. Thank you to the G2 community and to our customers for the trust, feedback, and partnership.
AI Productivity Tricks Don’t Scale to Real Team Workflows
Most AI productivity hacks you see on LinkedIn don't work. They work for one person, on their own laptop, with no one else involved. That's not your reality. Your reality is shared Google Docs with 14 contributors. Confluence pages that...
Recurring Revenue Strategies for the AI Business Era
The article examines how AI’s high variable costs are reshaping recurring‑revenue models, moving firms away from flat‑rate SaaS subscriptions toward hybrid, usage‑based, and outcome‑based pricing. It cites McKinsey data showing 50% of firms plan AI adoption and highlights that 72%...
Sumo Logic Moves Into Sovereign Cloud Regions in Europe
Sumo Logic announced the extension of its cloud‑native analytics platform into the AWS European Sovereign Cloud and an AWS data center in Switzerland. The move lets customers keep logs, telemetry, and security data within national borders, satisfying GDPR and other...
Stand Out by Thinking Differently, Not Just Being Expert
People don't become known for their expertise They become known for how they *think differently* about their area of expertise Recognition follows a distinct, ownable idea (not volume, not credentials, not even quality of work) If your thinking sounds like everyone else's in...
The ERP Minute Episode 225 - February 17th, 2026
In this brief episode, the hosts recap Procore's Q4 and full‑year 2025 financial results, highlighting its strong performance in the construction software market. They then discuss NetSuite's new suite of innovations aimed at boosting operational efficiency and supporting rapid growth...
Snowflake CEO: ‘I’m Not In The Business Of Selling AI. I’m In The Business Of Creating Value.’
Snowflake CEO Sridhar Ramaswamy told CRN that the company’s focus is on creating customer value, not merely selling AI. He highlighted the rapid expansion of Snowflake’s partner ecosystem to more than 14,200 global partners, a 22% year‑over‑year increase. Ramaswamy emphasized...
Outcome-Based Business Models Gain Traction In The Channel As A Way To Navigate AI Economics
Solution providers are abandoning hourly billing in favor of outcome‑based models as AI automation turns software development into a commodity. Eduardo Ramos founded Viewnear to align pricing with measurable client results, leveraging Snowflake’s data platform and AI tools. RiskSpan and...
Agentic AI Surges as Top Enterprise Priority
Futurum’s latest Enterprise Software Decision Maker Survey reveals Enterprise AI ROI Shifts as Agentic Priorities Surge ▪The Agentic Shift: Autonomous Agents/Agentic AI claimed the #1 technology priority for 17.1% of decision-makers, up from 13.0% in 2H 2025—a 31.5% year-over-year increase and...
Sun Chemical Taps SNP’s Kyano Platform to Drive Global SAP S/4HANA Transformation
Sun Chemical, a global inks and materials producer, has chosen SNP’s Kyano platform to steer its worldwide SAP S/4HANA migration and shift to SAP Cloud ERP Private. The initiative will merge more than 60 regional ERP instances into a single,...
Free Plans Must Prove Value, Not Just Claim It
Supercut is a really good product. That might be the problem. The video messaging market is brutal. Loom is good. Vidyard is good. A dozen others are good. When a market commoditizes, “good” disappears. You don’t win by being slightly...
Exceptional Service Beats Product Features Every Time
Some of my favorite customer testimonials aren't about our products, they're about our customer service. This morning: "I must say, the technology world is woefully unprepared to provide adequate customer service. I'm truly blown away that you took the time to walk...
The State of Salesforce Nonprofit Offerings in 2026
Salesforce confirms the Nonprofit Success Pack (NPSP) remains supported but has not received new features since March 2023. The company has rebranded Nonprofit Cloud as Agentforce Nonprofit, positioning it under the broader Agentforce 360 for Nonprofits umbrella. New eligible nonprofits receive Enterprise‑edition...
Top Invoicing Vendors Capture 55% Market Share
You don't get paid unless you invoice. Accurate, timely invoices. These are the top invoicing vendors used in software companies. Plus, honorable mentions just off the chart. Survey Highlights: - 57 invoicing solutions named - Top 5 solutions own 55%...
Mitsubishi Electric Follows Digital-First Strategy for Advanced Air Mobility
Mitsubishi Electric United States is rolling out a digital‑first strategy that blends SaaS platforms, data‑driven tools, and AI to bridge physical and digital operations. Its flagship AnyMile logistics software orchestrates cargo‑drone missions, handling fleet, airspace, payload, and regulatory complexities. The...
Choosing the Right Payment Processing Partner: A Checklist for Software Platforms
Integrated software vendors (ISVs) must treat payment processing as a core product component, not a peripheral add‑on. A robust checklist—covering technical integration, revenue‑share models, security compliance, onboarding experience, value‑added features, and long‑term partnership—helps avoid costly friction. Seamless APIs, white‑label experiences,...
Flow Orchestration Is Now a Standard Flow Type: No Add-On Required
Salesforce announced that Flow Orchestration is now a standard Flow type, removing the previous paid add‑on barrier. This upgrade lets admins design complex, multi‑user processes—such as cross‑department handoffs, approvals, and parallel tasks—without custom code or costly workarounds. The new Orchestration...
Managing Software Quality Assurance (QA) While Using Agentic Engineering and AI Coding
AI‑driven agentic engineering is slashing software delivery from weeks to days, enabling code, tests, and refactoring to be generated automatically. This acceleration forces a fundamental shift in quality assurance, moving QA from a downstream checkpoint to an integrated system‑design function....
Stop Generic Positioning: Define ICP, Pain, Proof
Many B2B businesses come to me complaining: “We have a great product, but buyers don’t get it.” When I dig in, I often find the same positioning mistakes, and they’re more expensive than you think. Here are 5 common ones:...
Snapchat+ Tops 25M Subscribers, Driving Company’s Direct Revenue ARR to $1B
Snap announced its direct‑revenue business reached a $1 billion annualized run rate. The milestone is driven by Snapchat+, which now has more than 25 million paying subscribers. The service, launched in 2022 at $3.99 per month, has expanded with higher‑priced tiers such...
Google Adds Music-Generation Capabilities to the Gemini App
Google has integrated DeepMind’s Lyria 3 music‑generation model into its Gemini app, launching a beta feature that creates short tracks with lyrics and AI‑generated cover art. Users can describe a song or upload a photo or video, prompting Gemini to produce...
Zero to $1M ARR: Hunt Whales, Share Journey,
I’ve bootstrapped $0 to $1M ARR three times. If I had to start over with no money and no personal brand, this is exactly how I’d hit $1M ARR in under 12 months: 1. Hunt whales in their natural habitat. Alina Vandenberghe...
Trackforce Brings Real-Time Visibility to the Whole Business with Geckoboard
Trackforce upgraded its support analytics by swapping delayed Zendesk reports for Geckoboard’s real‑time dashboards. The new self‑serve visualisations gave agents instant insight into queue health, productivity and CSAT, enabling proactive management. As a result, customer satisfaction jumped to 92.5% and...
Use AI to Build SaaS Moats, Not Fear
AI isn't the threat to your SaaS. How you use it is. Today... live podcast: The NRR Battle 2026. We'll talk about building moats and leveraging AI to make your SaaS even more valuable while your competitors are running scared. We go live...
Zoho's OS of Intelligence Unifies Data, Ensures Sovereignty
Zoho’s @rajuv just finished a great presentation describing @Zoho’s systems philosophy, summing up to following 3 key outcomes at #ZohoDay 2026 in Austin. - Operating System of Intelligence - Unified Business Context with live data - Sovereignty by design https://t.co/y6UWOmv1dv
ServiceNow’s $100B Valuation Highlights Massive ITSM Market
Even after the SaaS dip, ServiceNow's market cap is north of $100mil "largely" for internal help desk. I've always been surprised how big the ITSM market is. Am I alone on that one?
AI Won’t Replace SaaS: Key Misconceptions Clarified
When asking if AI will replace SaaS, here are some very key aspects to consider and questions to ask. I will have more to share, but there is a LOT of misunderstanding and assumptions being inserted into the public conversation that...
Zoho Accelerates Growth After Year of Deliberate Expansion
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26
Two Red Flags Mean It's Not a Real Prospect
Founders: Sales discovery qualification checklist: 🚩 Can't quantify problem cost 🚩 Unclear who signs the contract 🚩 No budget history for similar tools 🚩 No compelling event driving action 🚩 Refuses to discuss investment level Two red flags means they're not a real prospect.
Open‑source AI SRE Auto‑creates Debugging Tools for Any Team
.@incidentfox is an open-source AI SRE that builds its own debugging tools. It learns each team’s unique systems and auto-generates the integrations it needs — no custom engineering required. Congrats on the launch @jimmyweiiiii and @LongYi1207! https://t.co/H68FjaBikx https://t.co/JWvl2EPJpN
Spot Red Flags in Discovery Calls, Move On
Founders: Discovery call warning signs: 🚩 Vague answers about current challenges 🚩 'Need to talk to my boss' responses 🚩 No current spend on similar solutions 🚩 'No rush' timeline signals 🚩 Deflects all pricing questions Seeing 2+ flags? Move on to better opportunities.
AI Sales Agent Raises $14M, Beats Human Reps
In this episode of Founder Firesides,@snowmaker talks to the founders of @simpleailab, @catheryn_li & @Zach_Kamran, who just raised a $14M seed. Simple AI gives businesses an AI sales agent that handles inbound calls end-to-end and outperforms their human reps. https://t.co/keftLeBwrc
Collapse AppStack Into AppOS to Boost Developer Velocity
At #ZohoDay26, @Zoho CEO Mani Vembu makes the case to collapse AppStack layers into an AppOS. The goal is the same - #EntepriseAcceleration through higher developer velocity. https://t.co/e7JTmo1bS8
New AI Agent Beats ChatGPT with Persistent Memory
I’ve been testing a new AI agent that actually remembers who I am. Meet @getsurething. It hits 59.3% on the `REAL-Agent Benchmark`, crushing both OpenClaw and ChatGPT. And unlike them, it has Persistent Memory, SOC 2 security, and connects to 1000+ apps 🔥 Let's...
Zoho Celebrates 30 Years Serving 150M Users Worldwide
[1Slide] @Zoho by the numbers. 30 Years 19K Employees 60+ Apps 150+ Countries ~150M Users 1M Customers #ZohoDay26 https://t.co/JKIjBGvgKQ
Oversold Infrastructure, Cybersecurity, AI Stocks Poised for Rally
Quality infrastructure software, cybersecurity stocks and some AI names are now *very* oversold and due for a multi-month rally. The recent indiscriminate selling in SaaS has crushed these stocks but the sale won't last forever.
Modern Treasury: Stripe‑style API for Corporate Cash Flows
This is a big deal. It's like Stripe but for moving money in and out of companies. You just call the API and Modern Treasury does the rest.