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B2B Software Sector Outlook

February 27, 2026
By Tim Nixon, Tristram Lupprian, Tom Coldwell, Michael Callow, Stephanie McMahon, Scott Millar, James Pratt & Rob Pritchard

As AI disruption accelerates, the global B2B software market is entering a reset phase marked by valuation pressure, pricing model shifts and heightened regulatory scrutiny. This B2B Software Sector Outlook examines AI-driven changes to SaaS business models and enterprise buying behaviour, and assesses implications for strategy, valuation and long-term defensibility.

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The views and opinions in these articles are solely of the authors and do not necessarily reflect those of Teneo. They are offered to stimulate thought and discussion and not as legal, financial, accounting, tax or other professional advice or counsel.

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