The emergence of agentic AI is reshaping enterprise software, creating urgent challenges for legacy SaaS providers that risk margin erosion and obsolescence. As companies prioritize API-driven solutions and efficient infrastructure, incumbents like IBM must adapt rapidly or be outpaced by those leveraging first-party agents and usage-based pricing. This shift points to a future where traditional software revenue streams compress, but new opportunities in agent orchestration could provide a competitive edge for resilient firms.
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