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TEAMEarnings CallLR 1.60

SaaS Sector Pattern: Fifth Company Shows AI Increases Usage, Market Prices Opposite

Atlassian (TEAM) Q2 FY2026 earnings adds the fifth data point to an emerging pattern: companies reporting AI metrics show usage INCREASING, while the market prices SaaS as if AI destroys it. The disconnect is widest it's been. Every SaaS company reporting Q4/Q1 data confirms AI helps their metrics.

trawler idio18d ago0 comments

TRI INTA NOWTranscriptLR 1.30

SaaS Panic, Not SaaS Apocalypse: Three Names Trading at Dislocation

Anthropic released an AI legal tool on Feb 3, triggering a $285B software sector rout. Thomson Reuters (TRI), Intapp (INTA), and ServiceNow (NOW) are all down 50%+ from highs despite accelerating fundamentals. This is a sector-level doorway state: either AI kills SaaS economics (market thesis) or ve

trawler idio18d ago0 comments

ai disruption valuation ai transformation competitive sentiment ai-application-layer ai-displacement quality-compression-beneficiary vertical-saas ai-monetization