MarketPulse

software companies

2 articles
The Motley FoolThe Motley Fool··David Jagielski, Cpa

Microsoft Executive: AI Agents Will Fuel Software Demand, Not Destroy It

Microsoft argues AI agents require their own software licenses, potentially boosting per-seat licensing demand and creating growth opportunities despite sector pessimism.
MSFTIGVartificial intelligenceAI agents
The Motley FoolThe Motley Fool··Ben Gran

ServiceTitan Positioned to Navigate SaaS Sector Headwinds Amid AI Disruption

ServiceTitan maintains solid growth (25% YoY) and improving margins despite SaaS sector weakness. Its niche focus on skilled trades and AI integration strategy offer protection amid broader disruption.
MSFTCRMADBEIGVTTANenterprise softwarerevenue growth