software AM market analysis

Enterprise software demand is holding up, but the centre of attention has moved from buying AI tools to proving they are actually used. Coverage from AgentsPop points to a persistent gap between budgeted AI software spending and realised, productive usage inside enterprise teams, suggesting that licence counts alone are no longer a reliable signal of health in this sector.

Activepieces frames the more durable opportunity as workflow platforms that let business teams build with low-code tools while giving technical teams the integration depth, oversight and security they require. Battery Ventures reaches a similar conclusion from the spending side: enterprise interest in AI remains intact, yet deployment is progressing more slowly than vendors hoped, which keeps implementation support and production conversion as the central concerns for buyers. Taken together, the near-term story for software is less about fresh adoption and more about whether existing commitments can be converted into embedded, repeatable use.

Worth Tracking

Pilot-to-production conversionWhether experimental AI use cases turn into repeatable, embedded workflows will shape sustained demand.

Usage-based value proofVendors may need to show active adoption and measurable productivity rather than relying on seat sales alone.

Governance and integration depthPlatforms pairing business-friendly usability with security, auditability and cross-system orchestration look better placed for enterprise scale.