For years, the enterprise software sector relied on a predictable revenue model: selling software licenses per employee. However, the arrival of AI-powered agents disrupted this long-standing arithmetic. In Q1 2026, spending focused on AI-native solutions surged 94%, while traditional SaaS adoption saw a modest growth of 8%. This rapid shift signals a transformative phase for enterprise software, with the industry closely monitoring how these changes will impact future business models and growth trajectories.
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