CorrectCalled Early 2023 · due 3 Years, End of 2026 · Business
The Pendulum Swings Back on SaaS
Enterprise SaaS sprawl will collide with real cost discipline. As app counts cross 150–200 per company and per-seat pricing piles up, CFOs will force consolidation, bundles, and selective in-house rebuilds. The convenience premium that fueled 2010s SaaS adoption cannot survive board-level scrutiny.
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Evidence so far
- Okta’s 2024 Businesses at Work report shows large enterprises averaging 200+ SaaS apps, and follow-up customer briefings now include formal ‘rationalization’ workstreams.
- ServiceNow, Salesforce, and Atlassian all highlighted SaaS consolidation programs on their 2024 earnings calls, framing vendor trims as an explicit margin lever for customers.
- Microsoft, Salesforce, and ServiceNow are trading bigger bundles (E5 + Security Copilot, Unlimited Suite, Now Assist Pro Plus) for multi-year commitments that remove dozens of point solutions—exactly the consolidation wave this prediction described.