For three decades, enterprise software vendors have measured their worth by a simple proxy: how many people logged in each day. Software seat licenses, dashboards, and feature sprawl were the currency of growth. That currency is losing its value fast as the market evolves. When an AI agent can complete a procurement workflow, reconcile a ledger, or resolve a customer ticket without a human ever opening the application, the user interface stops being an asset. The software app is invisible, and invisible software does not sell more user seats. This is not a distant scenario. It is already reshaping how enterprise buyers evaluate software vendors, and the numbers behind it are large enough that no enterprise CIO or CFO should treat this as a rounding error. Enterprise SaaS Market is Vulnerable Gartner estimates that up to $234 billion in enterprise application software spend will be exposed to what it calls Agentic Arbitrage between now and 2030. That figure represents the portion of the...
TMT Market Research and Analysis