The SaaS licence model falters in the face of AI automation

Featured image of the article The SaaS licence model falters in the face of AI automation

An article by Sophie Baqué

Publication

19 March 2026 à 16h52

Updated on 23 March 2026 à 17h05

Reading time

1 minute

Publication: 19 March 2026 à 16h52, Updated on 23 March 2026 à 17h05

Reading time: 1 minute

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An article by Sophie Baqué

Publication

19 March 2026 à 16h52

Updated on 23 March 2026 à 17h05

Reading time

1 minute

Publication: 19 March 2026 à 16h52, Updated on 23 March 2026 à 17h05

Reading time: 1 minute

Share
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With the launch of Claude Cowork, the software sector, prized by investors for predictable and recurring revenue, is slowing down. According to Bain, stock market indices for SaaS tech editors fell by 25% in a year, at the end of January 2026. Over recent weeks, the decline has accelerated to -15%. According to S&P Capital IQ, revenue growth for the panel of SaaS vendors (whose turnover exceeds US$50 million) reached 10% in 2025. This was the lowest level in 4 years. In the short term, 30% to 5

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Featured image of the article Sophie Baqué
Sophie Baqué
Featured image of the article Sophie Baqué
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