“Private equity will always love software,” explained Pete Dalrymple, managing director and co-head of technology investment banking at William Blair. “Maybe the valuations are different, but the ...

Over the past week, I have been watching the earnings reports from big tech, as I do regularly as background for this column. Major software companies have been beating expectations. Revenues are up.

Enterprise software such as ERP, SCM, CRM and HCM has historically been perceived as a support function, lacking innovation and taking ages to reap the benefits of a well-crafted application strategy.

Anthropic's AI upgrade automates workflows, raising SaaS disruption concerns US software stocks lost $285B as investors fear AI may replace SaaS tools. Salesforce, Adobe, Infosys, and Accenture shares ...