Agentic AI could disrupt enterprise software revenue models, putting up to $234 billion of enterprise application spending at risk between now and 2030, according to Gartner.
The research firm said the exposed spending would account for roughly 20% of enterprise application software-as-a-service spending by 2030, as AI agents complete tasks across multiple systems and reduce the need for users to interact with traditional software interfaces.
“Agentic AI changes the economics of software,” said George Brocklehurst, managing vice president at Gartner. “Agentic systems deliver outcomes directly, bypassing traditional user experience-heavy applications and making the software invisible.”
Gartner said the shift breaks the link between user growth and revenue growth for many enterprise software vendors and could refactor how software is built, priced and consumed.
The firm described the trend as a redefinition of “Saaspocalypse,” or the disaggregation of the legacy SaaS market, but said SaaS would not be destroyed and would instead emerge in a different form.
Enterprise buyers are also shifting focus from features to outcomes, with Gartner saying companies will deemphasize buying more tools or dashboards.
Better AI outcomes will require systems that can retain institutional memory and customer context over time.
Some vendors are already offering agentic solutions that deliver autonomous end-to-end workflow execution and cross-system orchestration, though Gartner said this typically requires heavy services engagement.
“As organizations increasingly use agentic AI systems, the user interface is no longer a differentiation,” Brocklehurst said.
Gartner said legacy SaaS market share could be cannibalized by incumbents and taken by new entrants delivering horizontal agentic platforms.
The shift poses a direct risk to software vendors defending legacy dashboards and seat-based models, but creates opportunities for vendors developing services and platforms that support agentic-enabled cross-domain workflows.
AI-native startups and service providers could act as the agentic layer across enterprise systems, deliver measurable outcomes instead of features, and help organizations redesign workflows around AI, Gartner said.