Jan. 24 at 9:13 PM
🚨 Software stocks eye earnings as BNP Paribas shares insights 🚀
SaaS companies are shifting from easy upsells to cross-selling and reducing churn , AI adoption aims for a big boost in 2026.
Key takeaways:
- Intuit is pushing early marketing, exploring AI partnerships like ChatGPT to boost personalization.
- Salesforce expects growth acceleration in 2026, focusing now on top-line sales despite headwinds.
- Snowflake's Observe acquisition aims for quick synergy, emphasizing stability over acceleration.
- Workday targets government contracts, with new pricing and product plans coming FY'28.
- Zoom faces hiring headwinds but remains optimistic on AI adoption.
Bottom line: SaaS is still adjusting. Patience is key , real shifts may be coming soon.
Are you watching these moves?
$INTU $CRM $SNOW $WDAY $ZM