Opto | SaaS

SaaS

SaaS, or ‘Software as a Service’ is a group of services or companies that license their software to customers, often on a subscription basis. The SaaS theme gives investors exposure to sub-industries including, Application Software and Data Processing, and stocks like Dropbox and Salesforce.

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Past performance is not a reliable indicator of future results. All themes

Industry spotlight
Artificial intelligence
Cloud computing
SaaS

What Does Steve Cohen See in Oracle?

Oracle attracted the attention of a range of super investors — Steve Cohen foremost among them — during Q4 2023, thanks in part to AI tailwinds for its cloud business.

29 Feb 2024

Alibaba’s Big AI Bet; Japan Chip Drive; EU Investigates Microsoft

Updates
Artificial intelligence
Semiconductors
SaaS
Digital transformation

5 Top Stories

Alibaba’s Big AI Bet; Japan Chip Drive; EU Investigates Microsoft

The ecommerce giant led a $1bn funding round for Moonshot AI, pushing the valuation of the Chinese start-up to some $2.5bn.

27 Feb 2024

Nvidia Barnstormer; Intel Announcements; Chinese Cyberattacks

Updates
Semiconductors
SaaS
Electric vehicles
China tech

5 Top Stories

Nvidia Barnstormer; Intel Announcements; Chinese Cyberattacks

Shares in chipmaker wunderkind Nvidia surged in early trading, after it beat analyst forecasts with its latest earnings.

22 Feb 2024

Industry spotlight
Artificial intelligence
Digital transformation
SaaS

Is C3.ai the Smart AI Play?

C3.ai offers pure exposure to AI demand; however, its most recent earnings report has dampened investor confidence.

07 Feb 2024

Fund watch
SaaS

5 SaaS Stocks to Watch

A curated collection of stocks to capitalise on opportunities in the SaaS industry.

19 Dec 2023

Siemens/Microsoft Partnership; Alibaba/Tencent Alliance; New Japan Chip Plant

Updates
Artificial intelligence
SaaS
China tech
Semiconductors
Social media

5 Top Stories

Siemens/Microsoft Partnership; Alibaba/Tencent Alliance; New Japan Chip Plant

Siemens has teamed up with Microsoft to develop an artificial intelligence-powered Industrial Copilot.

31 Oct 2023

Palantir Defence Contract; OpenAI to Design Device; Micron Drops.

Updates
Artificial intelligence
SaaS
Semiconductors
Gaming

5 Top Stories

Palantir Defence Contract; OpenAI to Design Device; Micron Drops.

Shares in Palantir Technologies rose 6% on Wednesday after the firm announced a new three-year, $250m contract with the US Defense Department.

28 Sep 2023

News
SaaS
Digital transformation
Cloud computing

3 SaaS Stocks to Watch

A curated collection of stocks that could benefit from the demand for AI-driven software.

19 Sep 2023

Episode #

Tricks
Podcast
SaaS

Analysis

“We’re over-SaaSed”: 37signals’ David Heinemeier Hansson on the end of the subscription era

David Heinemeier Hansson, Co-owner and Chief Technology Officer of 37signals, joins Opto Sessions to discuss why the way software is sold is about to change.

15 Sep 2023