CLSA says AI not hurting SaaS revenue or profit forecasts

SaaS shift to consumption pricing

The report highlights a move from seat-based to consumption-based pricing models as companies adapt to AI trends, but this hasn't slowed down profits or growth.
SaaS platforms that rely on precise outputs (like Systems of Record) are less likely to be disrupted by AI, while others face more risk.
Still, demand for SaaS and IT services remains solid, showing these firms know how to roll with tech changes.