Entries by Alex Demeule, Senior Analyst

Closing the Gap: The Power of Agentic AI in the Persistent Value Pyramid

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The AI market is not failing to meet its promise, but it is still early in translating that promise into broad-based economic value. Three years into the GenAI cycle, the largest pools of revenue remain concentrated in the infrastructure layers required to train, deploy and scale frontier models. That concentration is rational given the scale of compute demand, but it is not a sustainable end state if AI is to become a true enterprise productivity platform.

Will AI be the Death of SaaS in 2026?

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TBR Insights Live session: How PaaS revenue will outpace SaaS revenue among cloud software vendors, why SaaS incumbents will position SLMs as a foundational part of their AI strategies, and whether the question, “Will AI be the death of SaaS?” will remain relevant

PaaS Revenue Will Outpace SaaS Revenue for Cloud Software Vendors

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Enterprise customers are prioritizing the modernization of their existing SaaS estates rather than adding new applications, driven by market saturation, accumulated technical debt, and a growing imperative to become AI-ready. As IT buyers shift their focus toward modern platforms, traditional SaaS leaders should expect their PaaS segments to continue significantly outperforming their core SaaS businesses in revenue growth.

Agentic AI Adoption Is Pressuring Security Architectures to Converge

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The emerging pattern of multicloud security consolidation has direct implications for both Amazon Web Services (AWS) and Microsoft, as enterprises reassess detection pipelines, governance models and operating frameworks heading into 2026. Although AWS remains well positioned in analytics-heavy workloads, the company needs to reevaluate its long-established “building block” approach, especially as peers deliver more integrated platforms. For Microsoft, its strengths will continue to be with organizations where Microsoft 365 already anchors their identity and collaboration strategies.

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.

Sage Analyst Summit: Keeping the Winning Playbook While Evaluating Emerging Changes to the Game

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In 2025 no conversation is complete without recognizing the platform implications of agentic workflows. Behind the scenes, Sage is preparing for an agent-first architecture by integrating emerging frameworks, such as Model Context Protocol (MCP) or Agent 2 Agent (A2A), directly into its platforms. The long-term goal is to coordinate these through super agents and plug into the broader agent ecosystem (Salesforce, Microsoft, Google), but this is still only part of the long-term road map.

SAP Sapphire 2025: Legacy Application Leader Moving Confidently Into a Data and AI Future

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Sapphire 2025 marked a turning point, not because SAP introduced a radically new vision but because the company finally appears ready to execute on the one it has been quietly building for years. The narrative has matured, the tools are in place, and the platform is coherent. And the partners, customers and product ecosystem are starting to move together. Some heavy lifting remains, such as around migrations, data harmonization and partner fluency, but if SAP can stay focused on delivering scalable value through agentic AI, integrated data platforms and partner-enabled execution, the next chapter of the company’s growth story will look a lot less like catching up to the cloud and a lot more like leading in it.

Salesforce Fills Its Data Governance Gap, Assembling an End-to-end Platform to Power Agentic Workflows

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By bringing governance, metadata and ingestion capabilities in-house, Salesforce will fill critical platform gaps that limit the company’s ability to scale Agentforce and deliver on its broader AI vision. The pieces now fit: a unified stack spanning CRM, data and AI. Execution, of course, is the next hurdle. Agentforce is still in the early days of development, and the company’s ability to drive meaningful ARR from the platform will depend on sustained growth, smart ecosystem plays and clear ROI for customers. But once Informatica is in place, Salesforce will be better equipped to turn its AI ambitions into enterprise outcomes — and to do so in a unified way.