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Read the report [[https://pitchbook.com/news/reports/q1-2026-pitchbook-analyst-note-saas-is-dead-long-live-sas?utm_source=marketo&utm_medium=email&utm_campaign=prospect_dev&utm_content=q1_2026_rr_prospect_dev_analyst_note_saas_is_dead]]
Enterprise software is entering a new phase as AI changes how value is delivered.
Instead of charging for seats, companies are beginning to sell outcomes.
At the same time, investment in AI infrastructure is accelerating, setting the stage for broader deployment across industries.
Our latest Analyst Note, SaaS Is Dead, Long Live SaS, explores how this shift could reshape the enterprise software market and outlines what it means for platform leaders, emerging challengers, and investor positioning.
Read the report [[https://pitchbook.com/news/reports/q1-2026-pitchbook-analyst-note-saas-is-dead-long-live-sas?utm_source=marketo&utm_medium=email&utm_campaign=prospect_dev&utm_content=q1_2026_rr_prospect_dev_analyst_note_saas_is_dead]]