Gartner reports that by 2030, enterprise application software spend totaling about $234 billion could be at risk due to the spread of “agentic AI.” The consultancy says the shift is driven by AI agents that can carry out tasks across multiple enterprise applications, potentially changing how organizations buy and use software.
According to the reporting, this could affect how software vendors package and sell products. Instead of focusing primarily on user-based licensing, vendors may need to move toward models tied more directly to business outcomes, reflecting how AI agents can automate workflows and complete end-to-end tasks.
Business Line and Business Standard both frame the figure as an estimated portion of enterprise application software-as-a-service (SaaS) spending that could be disrupted over the coming years. Together, the sources present Gartner’s outlook that agentic AI will not just add features to existing platforms, but could also reshape licensing and purchasing assumptions across the enterprise software market by 2030.
