Software Sector
The 'SaaSpocalypse' Arrives: Why the Software Sector Is Facing a Brutal Reckoning
The enterprise software market is currently grappling with a seismic shift that many are calling the "Software Sector Apocalypse" or the "SaaSpocalypse." As of mid-February 2026, a massive rotation out of legacy software-as-a-service (SaaS) names has wiped hundreds of billions of dollars from the market. Investors,