SaaS: Post Mortem or Rebirth

Despite high-profile claims of SaaS' demise and significant market volatility, the IDC Perspective argues that SaaS is undergoing structural transformation, not extinction. The rise of agentic AI is disrupting traditional SaaS models - especially seat-based pricing and workflow applications - but core enterprise platforms remain resilient due to deep integrations and data assets. The market is overestimating the speed and scale of disruption; SaaS will evolve, not disappear, as vendors adapt to new AI-driven paradigms."SaaS is not dead - it is being unbundled, rebundled, and redefined by agentic AI. The real question is which supplier adapts and thrives and which supplier vanishes?" says Frank Della Rosa, research vice president, SaaS, Platform Strategy and Ecosystems, IDC.