For years, enterprise Software as a Service (Saas) has enjoyed a comfortable position at the center of organizational processes. Users who wanted to raise a ticket, process an invoice or manage a workflow would log into their employer’s cloud application. The user interface was the gateway to the work, and the provider’s business model followed naturally: charge for seats, expand adoption, and grow revenue as more users spend more time inside the platform.
Agentic AI is beginning to change that. As users increasingly deploy AI agents, either to carry out tasks within SaaS platforms or to deliver functionality outside them, organizations require fewer seats – hitting providers’ subscription revenues.
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