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On Wednesday, Oracle Corp said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company\u2019s shares have fallen about 9.75% over the past six months.<\/p>\n
Oracle pushes back On SaaS slowdown fears <\/p>\n
During Oracle\u2019s fiscal 2026 fourth-quarter earnings call, CEO Mike Sicilia said concerns about the \u201cSaaS apocalypse\u201d had caused some customers to delay decisions a few quarters ago, but that sentiment has changed.<\/p>\n
\u201cPeople have quickly moved on to that,\u201d Sicilia said, referring to fears that enterprise software spending would sharply weaken.<\/p>\n
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He added that Oracle\u2019s customers increasingly view AI-enabled software as essential for modernization and business protection.<\/p>\n
\u201cEnterprise software, particularly when you have AI built into our SaaS solutions, is certainly a very good approach and is necessary to move forward for the modernization and protection of their businesses,\u201d Sicilia said.<\/p>\n
Huang Bullish On Software, Ackman Cautious <\/p>\n
Earlier this month, Nvidia Corp. CEO Jensen Huang also dismissed concerns about a potential “Saaspocalypse,” saying there has never been a better time to be in the software business.<\/p>\n
Speaking at Computex in Taiwan, Huang said agentic AI is driving breakthroughs, particularly in how AI systems use tools.<\/p>\n
Billionaire investor Bill Ackman has also weighed in on the software-sector sell-off, or “SaaSpocalypse,” warning that companies built around per-seat pricing could face pressure as AI reshapes the industry.<\/p>\n
“I worry more about a Salesforce,” Ackman said, referring to Salesforce, Inc., arguing that some software firms risk losing customers after years of charging premium prices.<\/p>\n
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