AI-native spending surged 94 per cent. Traditional SaaS grew at eight. The enterprise software industry is watching the clock.

The Next Web
By Alina Maria StanMay 5, 2026, 5:14 pm54 pts
The enterprise software industry spent two decades selling seats. Buy a licence for every employee who needs access, multiply by the number of employees, and the revenue model was as predictable as the quarterly earnings calls that reported it. Then AI agents arrived, and the arithmetic broke. In the first…

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