--- title: "AI will not disrupt the enterprise software ecosystem! Wedbush claims the market reaction is excessive and supports Microsoft, Salesforce, and other software companies" type: "News" locale: "en" url: "https://longbridge.com/en/news/276910009.md" description: "Wedbush analyst Dan Ives stated that the market's concerns about the impact of generative artificial intelligence on traditional enterprise software are exaggerated, and the volatility in the software sector is primarily driven by sentiment rather than fundamentals. Although Anthropic showcased several updates to its enterprise products, Ives emphasized that the next generation of AI tools will not completely replace the existing enterprise software ecosystem, as the value of AI tools depends on accessible data, and foundational models are not the same as enterprise-level software platforms. Companies like Microsoft and Salesforce have already deeply integrated into core enterprise processes" datetime: "2026-02-25T15:39:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276910009.md) - [en](https://longbridge.com/en/news/276910009.md) - [zh-HK](https://longbridge.com/zh-HK/news/276910009.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/276910009.md) | [繁體中文](https://longbridge.com/zh-HK/news/276910009.md) # AI will not disrupt the enterprise software ecosystem! Wedbush claims the market reaction is excessive and supports Microsoft, Salesforce, and other software companies After the latest product launch event held by Anthropic, Wedbush stated that the market's concerns about generative artificial intelligence impacting traditional enterprise software have been significantly exaggerated, and the recent volatility in the software sector is more driven by sentiment than fundamentals. According to Zhitong Finance APP, the analyst team led by Dan Ives at Wedbush pointed out that Anthropic showcased several enterprise-focused product updates at its "Enterprise Agents" launch, highlighting agent-based workflows and enterprise-level integration capabilities. Through live demonstrations, Anthropic illustrated the application scenarios of Claude Cowork in several large enterprises, including Spotify Technology (SPOT.US) for reducing engineering time in complex code migration, Novo Nordisk (NVO.US) for improving the efficiency of clinical research document organization, and Salesforce (CRM.US) for compressing project cycles in Slack. However, Ives emphasized that despite these impressive application cases, the new generation of AI tools will not "overthrow" the existing enterprise software ecosystem. "The value of AI tools highly depends on the accessible data; they cannot operate independently outside of existing systems," he pointed out, noting that the market often equates foundational model capabilities with complete enterprise software platforms, overlooking the real complexities of enterprise IT environments. Wedbush believes that foundational models are not equivalent to enterprise software platforms. The demonstrations by Anthropic and OpenAI reflect more the intelligence level of the models themselves, rather than the workflow orchestration, compliance and auditing systems, security controls, system integration, billing mechanisms, and enterprise-level service level agreements that enterprises truly need. In contrast, companies like Microsoft (MSFT.US), Salesforce, ServiceNow (NOW.US), and Pegasystems (PEGA.US) have already deeply embedded themselves in core enterprise processes, serving as the "system record layer," and replacing them would mean reconstructing critical infrastructure rather than simply overlaying a large model. Analysts also pointed out that the proliferation of AI will instead increase system complexity, thereby raising cybersecurity expenditures. With the deployment of AI agents and automated workflows, the significant increase in API interfaces, machine identities, lateral movement risks, and cloud-native loads will not reduce but rather increase the demand for endpoint, identity, cloud security, and security operations centers. Therefore, security vendors such as CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US), and Zscaler (ZS.US) are seen as beneficiaries in the AI era rather than losers. In terms of competitive landscape, Wedbush believes that the key to winning or losing in the enterprise software field still lies in channels and customer relationships, rather than purely model performance. Anthropic and OpenAI do not possess a twenty-year enterprise distribution network or deep relationships with chief information officers, while Microsoft, Salesforce, and ServiceNow control the application layer where enterprise business logic resides. Analysts noted that the accelerated application of AI has instead enhanced the strategic value of these platforms, driving enterprises to undergo a new round of system modernization rather than bypassing existing systems From a valuation perspective, Wedbush believes that the recent valuation compression of software stocks does not match the future earnings risks. There is currently no evidence of accelerated customer churn, budget freezes, or competitive substitutes; the market is more reacting to "presentation risk" rather than "data risk." Specifically regarding individual stocks, Wedbush believes that the market's concerns about Microsoft have been exaggerated, presenting a significant opportunity for positioning; at the same time, analysts also point out that the decline in IBM Corp (IBM.US) stock price lacks fundamental support. IBM remains deeply involved in operating a large number of critical mainframe systems based on COBOL. Even as AI accelerates the process of code migration and modernization, enterprises still require systematic migration, compliance verification, and integration services, which are areas where IBM has long held advantages and achieved commercialization. Wedbush concludes that AI is more likely to trigger a modernization cycle in enterprise IT rather than disrupt the existing software landscape. 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