The End of a Software Era

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.​

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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