AI & Enterprise
Agentic AI to reshape SaaS market, rules of the game shift
Gartner said on July 2 that the adoption of agentic AI will reshape revenue models and competitive dynamics in enterprise software. It forecasts that up to $234 billion in enterprise application spending from now to 2030 will be affected by “agentic arbitrage,” equal to about 20 percent of 2030 enterprise application SaaS spending. Gartner said agentic systems can bypass interface-driven apps, weakening the link between user growth and revenue.
