GoKawiilEven as their shares got pummeled, companies like Salesforce and Workday have been showing financial strength.
AI Is Disrupting Software Companies—but Not as Fast as Many Feared
Why This Matters
Investors have punished software stocks on fears that AI will erode seat-based subscription businesses, but results from firms like Salesforce and Workday suggest the disruption is slower and less severe than the market has priced in. That gap between sentiment and fundamentals matters for enterprise IT buyers and for how software vendors position AI in their pricing and products.
Key Takeaways
- Software share prices have fallen sharply on AI disruption fears.
- Salesforce and Workday continue to post solid financial results.
- AI's impact on enterprise software is real but slower than feared.
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