From SaaS to Systems of Action
From systems of record to systems of action. Repricing underway. Selectivity rising.
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.
