Agentic AI is set to disrupt enterprise software revenue models, with up to $234 billion of enterprise application spending exposed to agentic arbitrage between now and 2030, forecast Gartner, a business and technology insights firm.

By 2030, agentic AI would account for roughly 20% of enterprise application software-as-a-service (SaaS) spending, it said.

According to Gartner, agentic arbitrage happens when AI agents complete tasks across multiple systems, reducing the need for users to interact with multiple traditional software interfaces.

“Agentic AI changes the economics of software,” said George Brocklehurst, Managing Vice President at Gartner.

“Agentic systems deliver outcomes directly, bypassing traditional user experience (UX)-heavy applications and making the software invisible. This breaks the link between user growth and revenue growth for many enterprise software vendors.” This shift was already underway and would refactor how software was built, priced and consumed. “It will also lead to a redefinition of ‘Saaspocalypse’, the disaggregation of the legacy SaaS market as we know it today. This is less an apocalypse and more of a metamorphosis. SaaS will not be destroyed; it will emerge in a different form,” said Mr. Brocklehurst.

As organisations increasingly use agentic AI systems, the user interface was no longer a differentiation, Mr. Brocklehurst said. Legacy SaaS market share would be cannibalised by incumbents and taken by new entrants delivering horizontal agentic platforms, he added.

Mr. Brocklehurst further said, “While this shift is posing an existential threat for vendors who are defending legacy dashboards and seat-based models, it creates a substantial revenue opportunity for vendors who are enabling and developing services and platforms to support agentic enabled cross-domain workflows.’’