Aggregate cloud software net new ARR grew 127% year-over-year in Q1 2026, the fastest rate in five years
The surge counters fears of a software spending slowdown.
Users welcomed strong cloud software growth as proof that Agentic AI will boost business demand and make stocks like NVDA more attractive, while others highlighted SaaSageddon concerns.
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Software/SAAS spending is not disappearing.
Aggregate cloud software net new Annual Recurring Revenue (ARR) grew 127% year over year in Q1 2026.
@altcap yuppp... Agentic AI is going to increase business... not decrease it.
@altcap My internal plan is as follows
⬇️Details are as follows
@altcap Not yet!
@altcap 127% YoY. The doomers aged poorly. Turns out the world still needs software that works.
@altcap honestly, zero percent surprised
@altcap I prefer #SaaSageddon. Lets try and get that to stick.
@altcap NVDA JUST GOT CHEAPER!!!
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@KrisPatel99 @altcap Agreed. But Margins will go down.
@rohanpaul_ai The growth is real but it's probably not spread evenly
it's concentrating into platforms not spreading across tools
@rohanpaul_ai cloud spend is just the start. where's the actual demand signal for new shit though