
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.

Adobe’s Acrobat Studio transforms static PDFs into multimedia hubs, though disjointed workflows and limited audio controls currently necessitate internal-only utility.

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

Councils’ digital strategies often fail vulnerable citizens. By adopting empathic design and optimising existing tech, executives can improve equity and efficiency.

Implementing an AI Centre of Excellence (AICoE) scales innovation by shifting governance from a gatekeeper to a framework of guardrails.

Analysing 23 Australian organisation case studies, this independent report identifies key drivers for successful core migrations.

Interactive’s sovereign-first strategy bridges legacy systems and modern cloud, helping regulated Australian firms manage data residency and supplier risk effectively.

Anthropic’s Cowork and ‘vibe coding’ threaten legacy platforms. To survive, incumbents must pivot from managing human workflows to governing autonomous AI agents.