Fairtree Equity Explorer | The SaaSpocalypse? | Ep 13

Software has come under pressure as markets question the durability of SaaS business models in an AI-driven world. Join us on 16 April at 10:00 as Thembinkosi Kweyama and Karena Naidu explore the current debate through the lens of Adobe and Salesforce. The webinar will unpack Salesforce’s push toward agentic AI and how it could reshape enterprise workflows. We’ll also examine Adobe’s evolution since its defining “Photoshop moment” and its positioning in the generative AI era. We’ll differentiate key application software segments, highlighting where disruption risks are real and where durable competitive advantages may remain.