Inside the Portfolio: Measuring AI Impact
The transition of software to enterprise AI is no longer a thesis. It is starting to show up in revenue, pricing, and operating leverage, despite the public and private markets not yet aligning on common measurement frameworks. Here we take an inside look at operating data across our more than 65 software companies to better understand AI’s measurable impact on revenue growth and margin expansion.
Join Monti Saroya and Dan Parant to explore:
- The AI Deployment and Measurement Gap: Despite AI access expanding rapidly across corporations, scaled usage and ROI have lagged in most sectors outside of technology.
- Revenue Growth: Where AI monetization is showing up in product adoption, pricing evolution, and new recurring revenue.
- Margin Expansion: How AI costs and efficiency gains are improving productivity within software.
Software’s Transition to Agentic Enterprise AI
Nexthink’s Bet: AI-Native Software That Fixes Itself