No negative impact of AI visible yet on software companies' earnings: Report
New Delhi, June 1 -- Artificial Intelligence (AI) has not yet had a negative impact on the earnings performance of software-as-a-service (SaaS) companies, according to a report by CLSA.
The report analysed the guidance and recent quarterly performance of various SaaS companies to assess whether the rapid adoption of AI is affecting their business performance and profitability.
According to CLSA, most SaaS companies have either maintained or increased their revenue and margin guidance for the upcoming financial year. The report also noted that these companies have largely exceeded consensus earnings-per-share (EPS) expectations in their latest reported quarters.
"This implies no negative impact of AI visible yet," the report said.
CLSA...
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