Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Software-as-a-service (SaaS) companies are being challenged by artificial intelligence (AI) models that can perform tasks previously dependent on enterprise software. And as AI-powered tools enable users to do more with less, enterprise clients may need fewer subscriptions, potentially slowing user growth for SaaS giants. The sell-off in software companies has intensified in 2026, with many high-profile names from Salesforce to ServiceNow hitting multi-year lows. Will AI create the world's first trillion ...