AlixPartners AI Disruption Score: 500 Software Companies Ranked, SaaS Revenue Declines of 15-35% Projected

Let's Data Science·high signal

AlixPartners analyzed 500 software companies across 12 private-equity portfolios and introduced an 'AI Disruption Score' ranking exposure to AI cannibalization. The firm projects SaaS revenue declines of up to 15% next year and 25-35% over three years for vulnerable categories. Key finding: a $40 billion PE debt wall hits in 2028 just as AI disruption peaks, forcing 30-40% YoY increase in M&A deal volume as mid-market firms must build, buy, or sell.