EdgeBytes from The Enterprise Edge: AI Monetization, SaaS Panic, and What Salesforce & Workday Just Proved
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EdgeBytes from The Enterprise Edge: AI Monetization, SaaS Panic, and What Salesforce & Workday Just Proved
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概要
The "SaaS is dead" narrative has been making the rounds - but the numbers just told a very different story. In this episode ofEdgeBytes, we cut through the drama and go straight to the data: Salesforce just closed fiscal 2026 at $41.5 billion in revenue with $72.4 billion in contracted backlog, while Workday posted 13% full-year growth and nearly 20%cash flow expansion. These aren't the metrics of a dying category - they're the metrics of an industry evolving at speed. What's actually shifting is how value gets measured: Salesforce alone processed nearly 20 trillion tokens anddelivered 2.4 billion Agentic Work Units, signaling a fundamental reframe from software licenses to measurable labor execution. In this episode, we unpack what this means for CEOs, CIOs, and CFOs navigating the AI integration moment - why platform concentration risk is rising, why the middle tier of undifferentiated SaaS is genuinely vulnerable, and why the real story isn't collapse, it's consolidation. Stream now if you want signal over noise on where enterprise software is actually headed, and be sure to LIKE, SHARE and COMMENT!