Ocampo: SaaS Survivors Thrive as AI Raises the Cybersecurity Stakes

Bobby Ocampo says the perceived collapse in SaaS is more about market sentiment than weakening fundamentals. He argues incumbents like Salesforce (CRM) and Workday (WDAY) are maintaining their moats by monetizing A.I. within trusted, deeply integrated platforms. Ocampo adds that enterprise spending and retention remain strong, favors “last‑mile” A.I. and cybersecurity plays, and warns that companies built on public data face growing pressure from large language models.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about