Remains essential as a 'source of truth' for AI agents despite broader SaaS disruption.

Maintaining strong fundamental growth of 30% despite broader market fears regarding the SaaS sector.

Current 30% revenue growth suggests the 'death of SaaS' narrative has not yet impacted their financial performance.

Mentioned as part of the broader software rotation and technical breakout in the IGV ETF.

Significant gains of 9% as software led the market rally.

Facing aggressive selling pressure and significant daily declines in the software carnage.

Cited as a successful investment signaling the shift toward massive data-heavy architectures.

Potential acquirer of middleware players that solve the data bottleneck for enterprise AI adoption.

Valuation multiples are collapsing as AI makes traditional software offerings appear fragile or easily disrupted.

Adopts automated compliance and security tools like Vanta to manage enterprise-grade security requirements.