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Trends we’re watching in 2026:
- How vendors fare in the pivot from traditional SaaS to AI strategies
- Partial displacement of large language models
- From which vendors we’ll see strong PaaS portfolios and credible SLM roadmaps
- Partnership impact for Microsoft, Salesforce and SAP
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Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- Cloud and Software Applications Benchmark
- Cloud Go-to-market Benchmark
- Cloud Infrastructure & Platforms Benchmark
- Colocation Benchmark
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TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
TBR Insights Live: Business Intelligence for Tech Insiders
2026 Predictions: Death of SaaS
February 12 | 1:00 PM ET
Join TBR Senior Analyst Alex Demeule for an in-depth review of our 2026 Cloud & Software Predictions special report, Will AI be the Death of SaaS?
In this FREE webinar you’ll learn:
- How PaaS revenue will outpace SaaS revenue for cloud software vendors
- Why SaaS incumbents will position SLMs as a foundational part of their AI strategies
- Whether the question “Will AI be the death of SaaS?” will remain relevant
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2026 Predictions: Will AI be the Death of SaaS?
/by TBRToday, 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.
2026 Predictions: Telecom Industry Will Adapt to K-shaped Economy in 2026
/by TBRThe 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.