Analyst CornerAnalyst Corner: Navigating the “SaaSpocalypse,” with John Harmon John Harmon, CFA, Managing Director of Technology Research March 15, 2026 Reasons to ReadDiscover how the rise of agentic AI is reshaping the future of SaaS and its impact on investors and enterprises. Every Analyst Corner also includes a roundup of research and data published that week, as well as highlighting upcoming reports to look out for from Coresight Research. Read this report to discover answers to these and other questions: What is driving the recent decline in SaaS stocks like Adobe, Salesforce, and ServiceNow? How is agentic AI transforming enterprise software and boosting productivity? Can agentic AI truly replace established SaaS solutions, or are there limitations? What role does domain-specific knowledge play in the potential replacement of SaaS by AI? How are leading SaaS companies, like Oracle, integrating AI into their platforms to drive growth? Companies mentioned in this report include: Adobe, Salesforce, ServiceNow, Microsoft, Block, Oracle Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy All Analyst Corners Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationInnovator Profile: Lumi AI—Uncovering Hidden Value with Automated Data IntelligenceSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey InsightsUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook—Data Graphic
