SaaSpocalypse Doesn't Make Sense Any More
Source: SeekingAlpha
2026-05-06 13:24:05 ET
Introduction & Investment Thesis
The software landscape has had a tough (and volatile) 2026 so far.
But that may be about to change, especially after Palantir (NASDAQ: PLTR ) reported its Q1 FY26 earnings report two days ago, along with ServiceNow (NYSE: NOW) holding its Investor Day on the same day....
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SaaSpocalypse Doesn't Make Sense Any More
Zeta Global Holdings Corp. Class A
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