1、7T2se3r0Ot6kwoPa7T2se3r0Ot6kwoPaDistributed on:06/08/2025 09:02:05 GMTDistributed on:06/08/2025 09:02:05 GMT6 August 2025With software vendors typically on the leading edge of technology adoption,we analyzed how our covered companies are leveraging generative AI to better appreciate how use cases ar

2、e evolving and how adoption might permeate across broader non-tech organizations.Based on public commentary from management teams,we highlight the main use cases seem to focus on(1)developer productivity;(2)customer service&support;and(3)seller efficiency,all as expected.Interestingly,we note compan

3、ies are increasingly citing the use of GenAI across G&A functions(finance,HR,and more).nWe believe this signals use cases remain fairly concentrated with the primary ones likely being customer support and sales support(developer savings likely not as meaningful across the average non-tech/software o

4、rganization)nWhile some teams have been more explicit about labor savings(50%of companies that have discussed internal AI use have mentioned headcount rationalization),many have noted meaningful improvement in efficiency which over time should drive labor savings or at least hiring at a slower raten

5、If software companies are cutting/slowing headcount,we imagine it will be similar across industries and seat-based models will continue to be questioned even if they are able to price for the value they are creating near-termFrom an individual company standpoint,while many are increasingly leveragin

6、g GenAI,we see CrowdStrike,Intuit,Microsoft,Palo Alto Networks,ServiceNow,and Shopify as standouts that appear to be leaning in(at least via public commentary)which should support an ability to improve incremental margins.Herein we provide an overview of the areas where AI is most commonly driving e