Jackson Ader
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Search complete. 4 mentions across 3 episodes found for "Jackson Ader".
Aug 28, 2026
Nathaniel WhittemoreHOST
ServiceNow, Figma, Atlassian, CrowdStrike, Okta have all staged major comebacks over the past months.
Nathaniel WhittemoreHOST
KeyBank analyst Jackson Ader noted that these companies haven't even needed to post blockbuster earnings to generate a huge return.
Nathaniel WhittemoreHOST
Said Ader, "We're all coming around to the idea that things are going to be more durable and are not going away.
Nathaniel WhittemoreHOST
That's why you see Salesforce come out with fine but not stellar results, but you see a really outsized reaction." Benioff certainly took a victory lap on the earnings call saying, "I really wanna start here at the beginning and talk about the SaaSpocalypse.
Akash PasrichaHOST
Revenue rose 11%, slower than the 13% from last quarter, but the company raised its revenue guidance for the full year, suggesting it could grow as much as 12% for the year.
Akash PasrichaHOST
I wanna bring on Laura Bratton, who authors our Applied AI newsletter, and Jackson Ader, Managing Director of Software Equity Research at KeyBank Capital Markets.
Akash PasrichaHOST
Welcome to the both of you.
Akash PasrichaHOST
It's great to have you here.
14 MINS LATER
Akash PasrichaHOST
Great.
Akash PasrichaHOST
Well, I wanna thank you both for coming on.
Akash PasrichaHOST
That is Laura Bratton, author of our Applied AI newsletter, and Jackson Ader from KeyBanc Capital Markets here on TI TV.
Akash PasrichaHOST
That does it for today's show.
Mike SantoliHOST
Software names, uh, getting a boost on the back of earnings from Salesforce, the IGV popping 7% and the S&P Software ETF XSW posting a closing high on track to, uh, for its fifth straight weekly gain, as a matter of fact.
Mike SantoliHOST
But does this mark the end of the so- so-called SaaSpocalypse, or is this merely a short-lived relief rally? Joining me now is Jackson Ader from KeyBank.
Mike SantoliHOST
Uh, so Jackson, I mean, uh, I- obviously the, the stocks were pricing in something, you know, pretty rough, pretty dire at the lows a couple of months ago.
Mike SantoliHOST
They've come back a fair degree.