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From SaaS to Systems of Action

INDUSTRY HIGHLIGHTS

4/6/2026

From SaaS to Systems of Action

Foreword

  • Software demand remains strong, but generic SaaS is being repriced

  • Value is shifting from access (seats) to outcomes, usage, and results

  • AI is enabling software to execute workflows, not just support them

  • Capital continues to flow but into fewer, more differentiated platforms

    From systems of record to systems of action. Repricing underway. Selectivity rising. 🚀