How to redefine enterprise value beyond networking in the age of Artificial Intelligence
A conversation with Nabil Bukhari of Extreme Networks Part 1 - Understanding Platforms As the software-as-a-service (SaaS) industry...
Growth is slowing. AI-native entrants and tech giants are gaining. The squeeze is on for mid-size enterprise software companies.
In the ever-evolving landscape of enterprise software, mid-market companies are navigating unprecedented challenges and opportunities driven by AI disruption, intensifying competition, declining growth, and shifting investor expectations. These companies are caught in a “big squeeze”—pressed on one side by nimble, AI-native entrants that can replicate applications at a fraction of the cost and on the other side by tech giants that are investing billions in the AI arms race. The challenge facing software companies is compounded for PE investors in the space, with sizable portions of portfolio investments caught in the squeeze.
As a result of this “big squeeze,” we anticipate that many mid-market enterprise software companies will struggle to survive over the next 24 months.
How to beat the squeeze:
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