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AI-native software companies lead industry growth, KeyCorp benchmark shows

PUBT·11/13/2026 20:05:29
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AI-native software companies lead industry growth, KeyCorp benchmark shows
  • KeyCorp's software benchmark found AI-native companies growing faster than peers, but lagging on profitability and revenue productivity.
  • Median annual recurring revenue growth reached 34% in 2025 for core AI companies, versus 22% for companies embedding AI.
  • Core AI companies posted a median EBITDA margin of -12%, compared with -1% for embedded AI companies.
  • AI-driven annual recurring revenue is projected to grow 128% in 2026, reaching 12% of total annual recurring revenue.
  • AI spending exceeded year-to-date budgets at 44% of respondents; 24% reported overruns exceeding 20%.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. KeyCorp published the original content used to generate this news brief via PR Newswire (Ref. ID: 202611131504PR_NEWS_USPR_____CL97483) on November 13, 2026, and is solely responsible for the information contained therein.