‘SaaSpocalypse’: Private Software Companies Release Earnings Early to Calm AI Nerves

‘SaaSpocalypse’: Private software companies release earnings early to calm AI nerves

The industry has faced a seismic shift as AI threatens to turn swathes of corporate debt into a burden. Read more at straitstimes.com.

Private software companies release earnings early to calm AI nerves

The software industry has faced a seismic shift as the rapid advance of AI threatens to turn swaths of corporate debt into a burden

Private Software Firms Beat AI Disruption Fears With Early Earnings

Privately held software firms McAfee, Rocket Software, Perforce Software and Cloudera released their earnings to lenders ahead of schedule to reassure those lenders at a time when some are concerned that the rise of artificial intelligence could disrupt the industry, Bloomberg reported Tuesday (Feb. 17). McAfee told debt investors that its fourth-quarter revenue was little changed year over year, Rocket Software said its 2025 revenue w…

Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the "SaaSpocalypse" (Reshmi Basu/Bloomberg)

Reshmi Basu / Bloomberg: Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse” — A handful of software firms including McAfee have released their earnings ahead of schedule in a bid to convince…