ACM

What’s eating B2B SaaS is not AI 

ANALYSIS: On Thursday, SalesForce (CRM) released weaker than expected earnings, resulting in the biggest 1-day decline in the stock since 2004. It was the latest in a string of disappointing earnings this season across the board from B2B SaaS companies.  This reporting quarter almost the entire B2B SaaS industry reduced guidance or disappointed investor expectations, including Asana 
ANALYSIS: On Thursday, SalesForce (CRM) released weaker than expected earnings, resulting in the biggest 1-day decline in the stock since 2004. It was the latest in a string of disappointing earnings this season across the board from B2B SaaS companies.  This reporting quarter almost the entire B2B SaaS industry reduced guidance or disappointe…Read More

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