Agentic AI and the Future of Enterprise Software | Vista's 2026 Outlook | Vista Equity Partners | Report
Key Takeaways
- History shows that major technology transitions drive software expansion. We believe the AI transformation will follow the same pattern, and that the total amount of software consumed will grow significantly as agents work alongside employees.
- In our view, widespread enterprise adoption of Agentic AI is not a question of if, but when.
- We expect durable value to accrue to software that can combine AI capabilities with workflow context and trusted execution.
- AI can expand addressable markets for software and may unlock higher valuation multiples for companies that successfully make the transition.
References
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