SaaS Destruction Tiers — Company Scorecard — The SaaS Destruction Map

52 companies from the top 100 software list mapped to their destruction tier. The rest fall in contested zones between categories.

Tier 1 — Dead on Arrival (8 companies · ~$80B · 0-18 months)

Direct replacement. The agent becomes the product.

• #11 Intuit — $19.4B
• #39 Zoom — $4.8B
• #55 DocuSign — $3.2B
• #58 HubSpot — $3.0B
• #60 NICE — $2.9B
• #71 Dropbox — $2.5B
• #87 Unity — $1.8B
• #98 UiPath — $1.6B

Tier 2 — Under Siege (15 companies · ~$140B · 18-48 months)

Seat compression. Software stays, revenue per unit drops 70-90%.

• #7 Salesforce — $40.3B
• #9 Adobe — $23.8B
• #13 ServiceNow — $13.3B
• #15 Shopify — $10.7B
• #17 Workday — $9.2B
• #22 Autodesk — $6.9B
• #29 Toast — $5.9B
• #30 AppLovin — $5.5B
• #31 Atlassian — $5.5B
• #36 OpenText — $5.2B
• #38 Twilio — $4.9B
• #45 Snowflake — $4.4B
• #75 MongoDB — $2.3B
• #82 Paycom — $2.0B
• #89 Pegasystems — $1.7B

Tier 3 — Fortress (25 companies · TAM Expands)

Data gravity, regulatory, and network effect moats. Picks and shovels for the agent era.

• #1 Apple — $435.6B
• #2 Google — $385.5B
• #3 Microsoft — $305.5B
• #4 IBM — $65.4B
• #5 Oracle — $61.0B
• #6 SAP — $40.8B
• #8 Schneider — $39.7B
• #10 ADP — $21.2B
• #12 Leidos — $17.3B
• #14 Constellation — $11.1B
• #16 Palo Alto — $9.6B
• #19 Synopsys — $7.1B
• #25 Fortinet — $6.6B
• #26 Wolters Kluwer — $6.2B
• #35 Cadence — $5.2B
• #43 CrowdStrike — $4.6B
• #47 Palantir — $3.9B
• #54 Datadog — $3.2B
• #57 Veeva — $3.1B
• #61 Okta — $2.8B
• #63 Zscaler — $2.8B
• #68 Check Point — $2.7B
• #80 FICO — $2.1B
• #81 Cloudflare — $2.0B
• #86 Dynatrace — $1.9B

Tier 1 dies. Tier 2 compresses. Tier 3 expands.

Read the full analysis on The Business Engineer