Gartner Predicts Agentic AI Puts $234 Billion in Enterprise SaaS Spend at Risk by 2030

Brickinfo News Agency – Agentic AI is projected to disrupt enterprise software revenue models, putting up to $234 billion of enterprise application spending at risk from agentic arbitrage between now and 2030. According to research by Gartner, Inc., this exposure will account for approximately 20% of global enterprise software-as-a-service (SaaS) spending by the end of the decade as autonomous systems fundamentally change how software is priced, built, and consumed.

Agentic arbitrage occurs when AI agents autonomously execute complex tasks across multiple software systems, significantly reducing the necessity for human users to interact directly with traditional application user interfaces. George Brocklehurst, Managing Vice President at Gartner, stated that agentic AI alters the underlying economics of the software industry because these automated systems deliver direct business outcomes while bypassing user-experience-heavy applications, effectively rendering the traditional software layer invisible and decoupling user growth from vendor revenue growth.

This transition is expected to trigger a significant redefinition of the SaaS market, moving enterprise buyers away from purchasing separate tools or dashboard features toward purchasing direct operational outcomes. Gartner analysts noted that adding standard AI features often increases software costs without improving performance, whereas true agentic solutions require deep institutional memory and continuous customer context to generate a higher return on investment (ROI). While some vendors currently offer autonomous end-to-end workflow execution and cross-system orchestration, these deployments still heavily rely on specialized professional services.

The shift presents an existential challenge for incumbent software vendors relying on legacy dashboards and seat-based licensing models, forcing them to transition from interface-based value to outcome-based value by embedding agentic capabilities directly at the point of execution. Conversely, this market evolution opens massive revenue opportunities for AI-native startups and IT service providers capable of developing cross-domain platforms, redesigning workflows around artificial intelligence, and capturing incremental enterprise budgets unlocked by quantifiable ROI improvements.