SaaSpocalypse Stock-Level Data: Intuit -46%, Workday -40%, Snowflake -37%, Adobe -36%, Atlassian -35%, Salesforce -33% — AI Winner-Loser Gap Hits 95 Points

FinancialContent·high signal

FinancialContent published March 30 the most granular stock-level breakdown of the SaaSpocalypse: Intuit down 46%, Workday 40%, Snowflake 37%, Adobe 36%, Atlassian 35%, Salesforce 33%. The software index trades 20% below its 200-day moving average — widest gap since the 2000 dot-com crash. The AI winner-loser performance gap exceeded 95 percentage points over 12 months. MVP development costs collapsed from $500K to $20K, and 40% of CIO budgets are being reallocated from legacy SaaS to agentic platforms and LLM token usage.