REPORT
Agentic AI 2026 Outlook
Artificial intelligence agents are poised to reshape the application-software market, lowering barriers to software creation while increasing competition and pressuring margins. As enterprises adopt agent-driven workflows, pricing is shifting from seat-based subscriptions toward usage- and outcome-based models, challenging the recurring-revenue framework that has defined SaaS for two decades.
This transition raises risks to growth, profitability and valuation as moats weaken and competitive intensity rises. While disruption will be broad, companies with vertical products, engineering tools or deep integration appear better positioned to navigate the shift.
Key report highlights:
- Outcome-based pricing could reach $1.05T by 2035
- Margins may compress 100–900 bps
- $280B of probabilistic software spend faces the greatest AI disruption risk
Download the report now to understand how agentic AI is disrupting software economics, reshaping pricing models and redefining competitive positioning across the application-software industry.
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