The industry that has driven digital transformation for decades is now facing its own extraordinary disruption. Enterprise software challenges have been brewing for years. 

And now comes AI. 

The rapid improvement of generative and agentic AI tools is striking deep into every aspect of how enterprise software companies build, sell, and capture value. The industry that once coasted on predictable recurring revenue and consistent growth must now learn to navigate a new era organized around fundamentally different economics. 

We believe the companies mastering these transitions will define the next era of enterprise software leadership. Those unable to adapt will be sidelined as the industry landscape continues to evolve. 

Insights and commentary

Our perspective on the market forces, strategic moves, and emerging dynamics that matter most in enterprise software today. 

In the news

Featured media coverage highlighting our experts' commentary on the evolving enterprise software market.