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☕ SaaS-pocalypse now
To:Brew Readers
Revenue Brew // Morning Brew // Update
Is it the end?

It’s Thursday. When technology disrupts established sectors at breakneck speed, the health of the old guard remains a critical indicator. Oracle beat expectations in its fiscal third quarter, while raising its revenue outlook for 2027. Hold your applause…Reports suggest the enterprise software giant is eyeing big layoffs. We’ll be watching this space with interest.

In today’s edition:

—Patrick Kulp, Beck Salgado, Adam DeRose

SALES TECH

A robot Customer Service AI Assistant typing on laptop

Illustration: Brittany Holloway-Brown, Photo: Top Stock/Adobe Stock

Are software companies like Oracle and Salesforce headed for the trash icon of history?

Investors have been dumping their stocks in software-as-a-service (SaaS) companies since late January, with one trader (and dozens of headlines) dubbing it the “SaaS-pocalypse.” So while time will tell whether the end is actually nigh, change is in the air. And like seemingly all things business-related in 2026, that change is predicated on some form of AI.

The prevailing theory behind the sell-offs seems to be that sophisticated workplace agents as well as new coding tools from Anthropic and OpenAI could make this sort of business software model obsolete. If an IT team can easily “vibe code” internal software or assign tasks to role-specific plug-ins within Claude Cowork, do they still need expensive pay-per-seat platform subscriptions?

Keep reading here.—PK

Presented By Trilliad

REVENUE STRATEGY & LEADERSHIP

A cartoon man with question marks surrounding him.

Mykyta Dolmatov/Getty Images

The death of the sales industry has been greatly exaggerated. From where we sit at Revenue Brew, the discipline is alive and well—it’s just changing at light speed. If you haven’t done so in a while, it might be a good idea to check in with your sales friends. They’re likely battling an AI-powered SDR that’s hammering them on top-of-funnel outreach and probably has a name like Huxley and a sleeker résumé than you.

A recent report from sales commission software firm CaptivateIQ paints an increasingly uncertain picture on the direction of travel. Tariffs, macroeconomic uncertainty, and worries about ROI on tech investments have paved a treacherous road for sellers. On top of that, sales cycles and quotas are becoming harder to predict.

Keep reading here.—BS

SALES TECH

A résumé feeding through the top of a retro computer with binary code on the screen with a paper printing from the bottom with “Hired!” and a checkmark on it

Morning Brew Design

Ferrari may have a really fast car, but it’s not really that useful without the fuel powering its systems.

Recruiting teams are racing to incorporate new AI tools into sourcing, screening, scheduling, and other steps along the TA process. As teams spend more time working alongside AI technology, the data underneath these systems becomes incredibly crucial.

As these sophisticated AI systems become even more entrenched in TA, recruitment leaders must fuel their systems with high-quality, clean data that’s structured for their unique purposes.

Keep reading here.—AD

ACTIVE PIPELINE

An open laptop revealing sales graphs, stacked coins, profit.

Stat: 12%. That’s how much Lego’s revenue increased in the fiscal year 2025. (CNBC)

Quote: “The playbook is pretty much out the door. You can’t predict how this stuff is going to go.”—Gregory Faranello, Amerivet Securities head of US rates (Bloomberg)

Read: A $1,000 dog grooming session? The pet wellness industry is booming. (the New York Times)

The friction reality: GTM teams, you could be giving buyers an uncomfy experience. Gartner reports that 77% of B2B buyers said their last purchase was very difficult. Trilliad’s e-book The 2026 Growth Imperatives helps teams upgrade their playbook.*

*A message from our sponsor.

Morning Brew Inc.

Consumers say they’re financially worse off and it’s changing how they shop (Retail Brew)

Americans have been getting financially squeezed for a while now, but things aren’t exactly improving.

How reversible is an agentic mistake? (IT Brew)

An employee can undo most mistakes with ctrl + z (or command + z if you’re on a Mac). But when an AI agent makes a mistake like deleting an entire database, how do you roll that back?

Prediction markets may be getting a rule book (CFO Brew)

Here’s a new prediction market bet for you: What will be the first trending bet on Nasdaq’s prediction market platform?

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