Sammy Abdullah · 10 September 2026 · Industry Analysis

12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era

Sammy Abdullah, GP @ Blossom Street VC

Analysis of 34 public SaaS earnings calls reveals AI is accelerating revenue, margins, and product velocity across enterprise software—not threatening it. Incumbent platforms with proprietary data, governance, and integrated AI agents are consolidating power over point solutions.

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Topics: Enterprise Software · AI (Horizontal)

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