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OpenAI's GPT-6 Astra triggered a 4% to 5% drop in Salesforce and ServiceNow shares over fears that autonomous AI agents will disrupt traditional seat-based enterprise software licensing models, despi…
AI agents threaten enterprise SaaS per-seat licensing models for companies like Salesforce and ServiceNow, as rising employee productivity slows headcount-driven software license growth. However, AI …
Salesforce's record $27B quarterly buyback signals confidence against 'SaaSpocalypse' fears, with 13% revenue growth and strong AI-driven Agentforce adoption boosting investor sentiment on software a…