AI-Native Enterprise Spending Surges 94% YoY While Traditional SaaS Growth Stagnates at 8%

The Next Web·high signal

The Next Web reports the clearest quantification of the SaaS bifurcation: AI-native enterprise spending grew 94% year-over-year while traditional SaaS managed only 8%. Enterprises are replacing headcount-dependent processes with agent-driven ones, pulling budget from operational expenditure rather than IT line items. Specific signals include Omnichat (Hong Kong) rebranding to 'Omni AI' after processing 3B+ messages generating $100M+ in client revenue, and Orange telecom deploying an agent generating $6M in annual lifetime value.