AlixPartners 'Farewell, SaaS' Consulting Report: AI Transition Maps to 4-6x Revenue Multiple Jump — Salesforce Has 5,000 Agentforce Deals, Klarna AI Worth $40M Annual Profit

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AlixPartners published a two-part enterprise software report arguing that the SaaS-to-AI transition mirrors the perpetual-license-to-SaaS shift that produced 4-6x revenue multiple jumps for incumbents who transitioned successfully. Specific data: Salesforce has closed 5,000 Agentforce deals since October 2024 (including 3,000+ paid customers), and Klarna's OpenAI-powered assistant manages 2.3 million monthly conversations while contributing an estimated $40 million profit improvement in 2024. Four implementation risks identified: AI-native competitor pressure, elevated compute costs, revenue unpredictability from outcome pricing, and operational disruption — with 90% of software executives still bullish despite the headwinds.