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Is SaaSpocalypse real? CLSA says maybe not and here’s why

Posted on June 3, 2026
By Business News Today
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1 min read

Is SaaSpocalypse real? CLSA says maybe not and here’s why

Initial fears of an "SaaSpocalypse" following Anthropic's AI plug-in release have subsided. Brokerages now suggest AI is driving a shift to consumption-based models, with IT firms partnering with SaaS providers poised to benefit from implementation demand. Systems of Record are seen as less vulnerable, while AI is expected to enhance rather than replace them.