Agentic AI and the Future of Enterprise Software

Vista Equity Partners

Monti Saroya, Ashley MacNeill

Research

16 Pages

Vista Equity Partners examines how agentic AI could shift enterprise software from systems that help employees into systems that perform work. The authors argue adoption remains early, with only 1% of enterprise data incorporated into AI solutions, while software and infrastructure could see $11 trillion of cumulative value by 2030.

Source: Vista Equity Partners
Source: Vista Equity Partners

Key Takeaways

Agentic Adoption Early: Surveys show 20 to 40% of workers use AI at work, yet only 1% of enterprise data feeds AI solutions.
Private Market Lens: More than 96% of enterprise software companies are private, meaning public indices capture only a narrow slice of sector activity.
Software Value Expands: Corporate AI investment tripled in one year to $37 billion in 2025, with applications capturing over half of spending.
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