All Content from Business Insider | A new scorecard shows which software companies will win or lose in AI by Alistair Barr

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AlixPartners analyzes software companies' AI risk with a new AI Disruption Score.The software industry faces a $40 billion debt wall in 2028 that must be refinanced as AI bites.SaaS revenues could fall amid AI competition, AlixPartners warns.A new analysis from consulting firm AlixPartners suggests the AI-driven "SaaSpocalypse" gripping enterprise software is less a cyclical slowdown and more a structural reset — one that could reshape private-equity portfolios in painful ways.

The firm examined 500 software companies across 12 private-equity portfolios and developed an "AI Disruption Score" to assess which businesses are most exposed to AI and which are relatively insulated. Rather than naming specific companies, AlixPartners ranked subsectors and business models based on two main factors: data and vertical specialization.

AI Disruption ScoreWinners and losersA looming debt wallFalling revenueRead the original article on Business Insider

Read more: https://www.businessinsider.com/alixpartners-scorecard-shows-which-software-companies-win-lose-ai-2026-4

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