SaaS Rick Watson 11/7/25 SaaS Rick Watson 11/7/25

Klaviyo Q3 2025 Earnings Accelerates Into the Holidays

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eCommerce, SaaS Rick Watson 11/5/25 eCommerce, SaaS Rick Watson 11/5/25

Shopify Q3 Earnings Plays Both the New Hits and the Old Standards

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SaaS Rick Watson 10/22/25 SaaS Rick Watson 10/22/25

Commercetools CEO out, so what's next?

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SaaS Rick Watson 10/21/25 SaaS Rick Watson 10/21/25

BigCommerce Partners With Paypal To Improve Monetization

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SaaS Rick Watson 10/10/25 SaaS Rick Watson 10/10/25

Bobby Morrison CRO Out at Shopify: Now The Dust Has Settled

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SaaS Rick Watson 9/15/25 SaaS Rick Watson 9/15/25

Shopify COO Kaz Exits Through The Open Door

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SaaS Rick Watson 9/10/25 SaaS Rick Watson 9/10/25

Salesforce: DataCloud ascending, Commerce struggle bus

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SaaS Rick Watson 9/6/25 SaaS Rick Watson 9/6/25

Salesforce CEO on the Future of SaaS and AI, and "Oh Shift!" -- A New Podcast

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SaaS Rick Watson 9/4/25 SaaS Rick Watson 9/4/25

SaaS Sales Actually Harder Than it Looks, Especially in Enterprise

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SaaS Rick Watson 9/2/25 SaaS Rick Watson 9/2/25

Shopify Betting Big on Design as Once and Future King in the Age of AI

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SaaS Rick Watson 8/14/25 SaaS Rick Watson 8/14/25

The Road Ahead for "Commerce"

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SaaS Rick Watson 8/7/25 SaaS Rick Watson 8/7/25

Shopify Q2 Earnings Says F*&!@ U to your Agentic Platform Replacement Thesis

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SaaS Rick Watson 7/31/25 SaaS Rick Watson 7/31/25

Big..err.. "Commerce" Rebrands and Agentic Out the Wazoo

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SaaS Rick Watson 6/9/25 SaaS Rick Watson 6/9/25

Palantir/Bolt Partnership: "Self-Learning Checkout" - Fancy Words, Many Yawns

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SaaS Rick Watson 6/3/25 SaaS Rick Watson 6/3/25

Shopify MCP Server Raises More Questions Than It Answers

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SaaS Rick Watson 5/27/25 SaaS Rick Watson 5/27/25

Salesforce to Acquire Informatica Signals Salesforce True Intentions -> Data to Power AI

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SaaS Rick Watson 5/15/25 SaaS Rick Watson 5/15/25

Klaviyo Reports Q1 2025 Earnings

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SaaS Rick Watson 5/12/25 SaaS Rick Watson 5/12/25

Instacart CEO Departs for OpenAI

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SaaS Rick Watson 5/9/25 SaaS Rick Watson 5/9/25

3 Notables from BigCommerce Earnings Call: Housecleaning, Anemic Growth and a Trojan Horse?

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SaaS Rick Watson 5/8/25 SaaS Rick Watson 5/8/25

Q1 2025 Shopify Earnings: BRING IT ON

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