The Great Bifurcation: How AI and Consumption Pricing Split the B2B Software Market in Two
Executive Overview For decades, the math governing the B2B software sector was clean, reliable, and predictable. Growing at 30% or more annually was a badge of honor worn by dozens of public SaaS companies, signaling elite market capture and justifying lofty valuation multiples. But looking across the earnings releases of mid-2026, that traditional benchmark has…
