Atlassian, Salesforce, and Dynatrace are rebounding as enterprise AI adoption drives record deal growth and product demand, effectively countering earlier market fears of software disruption.
Record large deals and Rovo adoption driving ARR growth, supporting rebound from 60% YTD decline.
Strongest NNAOV growth in four years and Agentforce ARR up 240% YOY, countering AI disruption fears.
Record logo growth of 160% and AI observability market expansion driving rebound, with NRR expected to improve.
Software giants Atlassian, Salesforce, and Dynatrace are staging sharp rebounds in 2026 as enterprise AI adoption fuels new demand for their platforms. Contrary to initial fears that AI would erode traditional software models, these companies are reporting record deal sizes and rapid adoption of AI-integrated tools.
Markets feared that AI coding tools, such as 'vibe coding,' would increase developer productivity to the point of eroding demand for traditional software products and seat-based licensing models.