Thoma Bravo Founder Declares End of SaaSpocalypse
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 09 2026
0mins
Source: Yahoo Finance
- AI Boost for Software Firms: Orlando Bravo, founder of Thoma Bravo, stated that AI is viewed as an 'enormous tailwind' for software companies, predicting a merger of software and AI tools into new 'agentic solutions' that will enhance corporate customer service efficiency.
- Investor Confidence Recovery: Despite a sell-off in software stocks in February triggered by Anthropic's advanced AI tools, Bravo believes investors are underestimating software companies' adaptability, particularly as his portfolio companies thrive with a combined revenue of $35 billion driven by AI.
- Market Adjustment Phase: Bravo highlighted that the market is currently in an adjustment phase where investors and companies must address governance, cybersecurity, and ROI concerns regarding new AI tools, indicating a cautious approach amid rapid industry changes.
- Software Stock Rebound: As market sentiment improves, the iShares Expanded Tech-Software Sector ETF surged 21% in May, marking its best monthly performance since October 2001, reflecting signs of recovery in software stocks and optimism about AI's future prospects.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise
39 Analyst Rating
29 Buy
9 Hold
1 Sell
Moderate Buy
Current: 155.020
Low
223.00
Averages
326.40
High
405.00
Current: 155.020
Low
223.00
Averages
326.40
High
405.00
About CRM
Salesforce, Inc. is a customer relationship management (CRM) technology company. Its artificial intelligence (AI) powered Agentforce 360 Platform offers sales, service, marketing, commerce, collaboration, data management, integration, analytics, and information technology (IT) service solutions. It enables customers to build and deploy digital labor for employees and customers, leveraging autonomous AI agents across business functions. Its service offerings include Agentforce Sales, Agentforce Service, Agentforce 360 Platform, Slack and Others. The Agentforce Sales provides sales capabilities and tools built for organizations across prospecting, sales engagement, team collaboration, sales analytics and AI, sales programs, sales performance, partner management, and revenue and orders. The Agentforce Service provides field service solutions that enable companies to connect service agents, dispatchers and mobile employees through platform to schedule, dispatch and manage jobs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Attention: The video advises investors to pay attention to warning signs associated with these stocks to avoid significant losses, highlighting the importance of market volatility in investment decisions.
- Short-term Risk Assessment: The analysis suggests that the current market environment may lead to greater downside pressure on these stocks in the short term, prompting investors to reconsider their portfolios.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on the special offer link, indicating the content creator's intention to provide more information to help investors make informed decisions.
See More
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- Salesforce's Challenges: Salesforce's stock hit a three-year low of $154.23 as concerns mount over AI agents reducing the need for traditional software licenses, prompting the company to explore usage-based pricing models to mitigate potential revenue pressures.
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