Software as a Service (SaaS)

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Dot Ai Announces New Hardware Platform Orders, Expands Puerto Rico Manufacturing Operations
Businesswire· 2025-09-18 19:05
LAS VEGAS--(BUSINESS WIRE)--Dot Ai (Nasdaq: DAIC) ("Dot Ai†or the "Company†), an IoT and AI-based SaaS company at the forefront of Asset Intelligence technology, today announced it has secured $1.27 million in new orders for its hardware platform. These initial orders demonstrate continued momentum in the company's growth trajectory and validates increasing market demand for Dot Ai's innovative Asset Intelligence solutions. To fulfill this order influx and support sustained customer demand, Do. ...
Commerce.com: Asymmetric Return Profile
Seeking Alpha· 2025-09-18 11:59
Commerce.com (NASDAQ: CMRC ) -- which in August rebranded from BigCommerce -- has seen a consistent valuation draw-down since the pandemic, as the SaaS firm is confronting revenue growth and retention challenges. However, the e-Commerce-focused SaaS company is seeing aAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BIGC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for i ...
SaaS巨头微盟获知名国际资本加注
中国金融信息网· 2025-09-18 11:38
新华财经上海9月18日电(记者 潘清)中国领先企业级SaaS 解决方案提供商微盟集团18日宣布,新一轮 股票增发获知名国际投资机构无极资本Infini Capital认购。 微盟集团当日在港交所发布公告称,于17日与认购方无极资本Infini Capital订立认购协议。此次认购事 项所得款项约15.56亿港元,净额约15.55亿港元。 转自:新华财经 财报数据显示,2025年上半年微盟集团总营收达7.75亿元,经调整净利润 1700 万元,实现2021年以来 首次盈利转正。其中AI商业化收入3400万元表现亮眼,占订阅解决方案收入近8%。同期毛利率同比提 升8.7个百分点至75.1%。 值得关注的是,微盟集团与阿里系的生态协同近期持续升温,双方在钉钉生态、支付宝数字化能力接入 等领域已有深度合作。微盟成为首批获得"支付宝广告精英伙伴代理商认证"的企业。 业界分析认为,国际资本的加持不仅优化了微盟的股东结构,更将加速其"大客化、生态化、国际化"战 略落地。依托"技术产品化-生态平台化-资本全球化"的发展路径,微盟正成为连接品牌商家与多互联网 生态的关键枢纽。随着国际资本助力和 AI 技术持续突破,微盟有望在S ...
Sidetrade: New half-year breakeven threshold and record operating margin of 16% of revenue
Globenewswire· 2025-09-17 23:43
Bookings resilience driven by installed baseNew growth catalysts: launch of an AI Agent for Order-to-Cash and first global partnership signedStrong revenue growth, up 18%, with SaaS subscriptions up 24%Nearly two-thirds of revenue now internationalEBITDA exceeds €5 million milestone for the first time, up 33%Operating margin up a significant 29%, reaching 16% of H1 revenueStrengthened financial position Sidetrade, the global leader in AI-powered Order-to-Cash applications, today announced it exceeded a new ...
nCino, Inc. (NCNO): A Bull Case Theory
Yahoo Finance· 2025-09-17 02:05
We came across a bullish thesis on nCino, Inc. on Random walk’s Substack by Moses Sternstein. In this article, we will summarize the bulls’ thesis on NCNO. nCino, Inc. 's share was trading at $30.40 as of September 9th. NCNO’s forward P/E was 37.88 according to Yahoo Finance. Stifel Maintains Tenable Holding Inc. (TENB) ‘Hold’ Rating amid Margin Growth nCino (NCNO) is a cloud banking platform that provides workflow solutions for smaller banks, covering areas like account management and mortgage onboardi ...
Braze, Inc. (BRZE): A Bull Case Theory
Yahoo Finance· 2025-09-17 00:36
We came across a bullish thesis on Braze, Inc. on Value investing subreddit by Cute_Badger9208. In this article, we will summarize the bulls’ thesis on BRZE. Braze, Inc.'s share was trading at $31.42 as of September 5th. BRZE’s forward P/E was and 175.44 according to Yahoo Finance. 12 Most Automated Industries in the US Copyright: rawpixel / 123RF Stock Photo Braze (BRZE) is emerging as a differentiated SaaS player positioned at the intersection of marketing automation and AI. The company delivers cloud ...
EverCommerce Acquires AI Agentic Platform Company ZyraTalk, Expanding and Accelerating AI Capabilities Across SaaS Solutions
Globenewswire· 2025-09-16 04:15
DENVER, Sept. 15, 2025 (GLOBE NEWSWIRE) -- EverCommerce (NASDAQ: EVCM), a leading provider of SaaS solutions for service SMBs, today announced it completed the acquisition of ZyraTalk, an AI-powered customer engagement solution that combines virtual assistant capabilities with agentic automation platform. The acquisition establishes EverCommerce’s position as an AI-driven innovator, beginning with intended near-term application in its Home & Field Services vertical, EverPro, and plans to extend into broader ...
Kahuna Enhances Workday Integration Support with Strategic Intecrowd Partnership
Globenewswire· 2025-09-15 22:36
HOUSTON, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Kahuna Workforce Solutions, a leading skills and competency management SaaS platform, and Intecrowd, a leading Workday services partner, today announced a strategic partnership to help organizations connect validated frontline skills data with Workday and turn HR strategy into real operational outcomes. With Intecrowd’s deep Workday implementation expertise and Kahuna’s certified Workday integration, organizations across energy, healthcare, manufacturing and fiel ...
从“工具出海”到“生态出海”:中国SaaS第一次把数字基础设施卖到欧美“后院”,e签宝如何改写世界电子签名版图?
每日经济新闻· 2025-09-15 15:34
9月10日,e签宝第四届用户生态峰会在深圳落幕。这家成立于2002年的杭州公司,带着一份来自全球权 威研究机构MarketsandMarkets的最新报告亮相:e签宝以"亚太第一、全球第六"的排名,与DocuSign、 Adobe、Dropbox等位居电子签名第一梯队,成为中国首家也是目前唯一跻身全球前十的toB SaaS企业。 中国出海企业正在经历一场无声的数据博弈。 "信任是社会高效运转的基础,e签宝作为国家授权的第三方信任服务商,正致力于打造数字世界的信任 基础设施。"峰会现场,e签宝创始人兼CEO金宏洲用一句话点题:当欧美客户开始主动适配中国合规 包,游戏规则就已经改写。 在业内人士看来,这不仅是一份商业成绩单,更标志着中国数字基础设施能力出海的历史性突破。 中国SaaS的全球化范式跃迁 "香港成熟的法律体系和区位优势,让我们能同时对接内地市场与全球网络。"e签宝的战略选择背后, 是对全球化信任基础设施建设的深刻理解。目前,e签宝已服务超200家出海企业,成为中国企业全球化 进程中的"数字基建伴侣"。 e签宝于香港设立国际业务总部eSignGlobal,并于2021年全面启动全球化战略。伴随中国企业出 ...
喝点VC|a16z聚焦万亿美元机遇下的Deel模式:AI时代,全球化劳动力模式将成为不可避免的转型趋势
Z Potentials· 2025-09-15 12:42
图片来源: Deel Z Highlights Deel 的联合创始人 Alex Bouaziz 和 Shuo Wang 自创立之初就秉持全球视野:任何具备资质的人才都应能够不受繁琐流程和延迟困扰,在任何公司工作,无 论其身处何地。怀着打造全球通用薪资支付通道的雄心 —— 类似于 20 世纪 70 年代 SWIFT 对支付领域的变革 ——Deel 致力于成为全球企业的基础架构 层。 自 2019 年成立以来,该公司已从简单的 EOR (雇主记录)服务商发展为横纵向整合的全球薪资、人力资源、财务、合规、人员流动和 IT 支持的一 站式平台:堪称全球工作的操作系统。与依赖人工处理薪资的传统服务商不同, Deel 通过软件提供完整的薪资解决方案,实现了全流程自动化。 这种全覆 盖特性是经过精心设计的。 Deel 不提供标准化套餐,而是为从 Instacart 到 OpenAI 等客户量身定制跨 150 个国家的具体服务与集成方案。 在 a16z ,我们始终致力于发掘可复用的经验以启迪新兴创业者。由于 Deel 在产品与商业战略方面常与硅谷传统智慧背道而驰,这家公司成为了极具价值 的研究案例。 Deel 从何而来 本 ...