Everyone’s asking the same question: will Agentic AI gut tech services revenue? BCG just surveyed 190+ execs on both sides - enterprise buyers and partners - and the data tells a very different story
This isn’t a shrinking market
BCG projects Agentic AI will unlock up to $200B in net new demand for tech services over the next 5 years (6–8% CAGR through 2030).
AI efficiency-led losses in traditional contracting are real but localized. The new value pools — building, deploying, running, and governing AI agents — are much larger for partners to grasp.
Winning service partners are orchestrating ecosystems
“More than 90% of providers report delivering Agentic engagements leveraging ecosystem partners. The competitive advantage lies in orchestrating these partnerships to accelerate deployment, standardize patterns, and scale proven use cases.”
Winning service partners aren’t just reselling or implementing. They are orchestrating multi-partner ecosystems — hyperscalers, SaaS platforms, and emerging agentic-native players — into repeatable, scalable deployments.
What’s the state of Agentic AI deployment by enterprises right now?
40%+ of large enterprises are already scaling Agentic AI beyond pilots. Banking, financial services, and insurance are leading. “2026 is shaping up to be a pivotal year” from experimentation to enterprise-wide deployment.
Agentic AI investment has grown 60%+ annually since 2023, with over 55% flowing into agent platforms and orchestration layers — the infrastructure that hyperscalers and their partners are building together.
Agentic components now show up in 40%+ of enterprise sourcing cycles across IT applications, BPO, and CX services.
Pricing model mismatch favors marketplaces
One gap remains: >70% of enterprise buyers want output- or outcome-linked pricing for agentic services. Yet ~60% of providers still contract on time-and-materials or fixed-price.
It seems cloud marketplaces — with consumption-based and usage-linked commercial models — are naturally positioned to close this gap.
Three lessons for alliance leaders:
Treat Agentic AI as a new growth category to capture WITH your ecosystem — new offers, partners, new routes to market — not just a margin or efficiency play
The competitive edge isn’t building agents alone. It’s orchestrating hyperscaler, ISV, and SI partnerships into packaged use cases that enterprises can deploy fast
The buyers who matter most — C-suite — are choosing partners over internal builds and are betting on ecosystems. Your sales and marketplace motions should match those executive-level buying patterns
What’s your take — is Agentic AI a threat to existing revenue, or an expansion of your TAM?
Source: Research.
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