Private credit's exposure to software is being tested by AI, as lenders look past “SaaSpocalypse” fears to identify winners and losers.

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Alternative asset manager Ares Management (NYSE:ARES) in Q4 CY2025, but sales rose 22% year on year to $1.50 billion. Its non-GAAP profit of $1.45 per share was 14% below analysts’ consensus estimates ...

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Having lost their charm for many investors, Wall Street private credit specialists Ares Management and Blue Owl Capital reported another quarter of growing fees and assets on Thursday. The releases ...

Blair Jacobson, co-president of Ares, discusses the SaaSPocalypse, and outlines the opportunities and risks across the software market.