Varonis Systems raised its full-year 2026 total SaaS annual recurring revenue guidance to $814–$845 million after a strong first quarter driven by AI-related product adoption and new customer growth.

Artificial intelligence is rewriting the role software plays inside a business, shifting from passive insights to active ...

Q1 2026 Management view "Our Q1 results reflect our strong performance as we execute on the growing need to secure data and safely enable the usage of AI," said CEO Yakov Faitelson. "In Q1, SaaS ARR, ...

SaaS providers must adopt modular architectures and distributed intelligence models to ensure their platforms remain ...

SaaS used to rely on enterprise subscriptions. Now, AI threatens this business model.

Connecting an LLM to your proprietary data via RAG is a massive liability; without document-level access controls, your AI is ...

I believe we are experiencing a fundamental shift in how software companies are built.​ In my industry—healthcare ...

Now Anthropic’s latest move has software-as-a-service (SaaS) stocks feeling the heat again. On Friday, shares of cl ...

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