
SaaSpocalypse? What’s Really Rattling Software Stocks – AFR Feb 27 2026
Recent SaaS volatility isn’t an ‘AI apocalypse’; it’s a mix of yield-driven valuation shifts, geopolitical sovereignty risks, and evolving pricing models.

Recent SaaS volatility isn’t an ‘AI apocalypse’; it’s a mix of yield-driven valuation shifts, geopolitical sovereignty risks, and evolving pricing models.

New IBRS research suggests over-reliance on Tier 1 consultants increases public sector project failure risks. Prioritising internal capability delivers better SaaS outcomes.

Firmus has secured $14 billion from Blackstone to build Australian AI factories, positioning for a mid-year IPO despite market volatility.