2026 Predictions: Will AI be the Death of SaaS?

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Today, SaaS is far from dead, but it has reached an unmistakable inflection point. The model that reshaped enterprise software over the last 20 years has reached maturity just as a new layer of intelligence is forming above it. The result is a market that still depends on SaaS but no longer treats it as the strategic center of gravity. What once looked like a stable, compounding growth engine now looks more like baseline infrastructure supporting a different kind of workflow. As a result of this shift, the market is wondering whether SaaS applications will continue to define enterprise workflows or whether that role is shifting to AI-native platforms and agentic systems.

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2026 Predictions: Telecom Industry Will Adapt to K-shaped Economy in 2026

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The K-shaped economy that emerged during the COVID-19 pandemic will likely become more pronounced through 2026, and the telecom industry will need to adapt to this new economic reality. Based on balance-sheet strength, earnings power, and real, inflation-adjusted wage growth and revenue increases, as well as a host of other economic KPIs, the top 10% to 20% of households and businesses are doing exceptionally well financially (on average) while the bottom 80% to 90% of households and businesses are doing worse financially (on average) compared to historical metrics. In 2026 communication service providers (CSPs) will need to cater better to each arm of the “K” and better navigate the negative aspects of this ongoing economic situation.   

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