B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
60%
60% -- gross margin for AI-native agencies (services-as-software) (2026)
AI-native agencies (services-as-software) can achieve gross margins of 60% to 80%
- Reported as an estimated range of 60-80% based on services-as-software models
Attribution:
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Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
60%
Unit
Percentage
Data Vintage
2026
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Foundation Capital
Primary
Tier C
https://www.shadow.inc/resources/services-as-software ↗
Source Article
Services-as-Software: Why AI Is Inverting the SaaS Model for Agencies
By Jessen Gibbs, CEO, Shadow
Last updated: April 2026
The services-as-software thesis argues that AI is inverting the dominant technology business model of the past twenty years. Instead of selling software tools that help customers perform work (software-as-a-service), companies will use AI to perf…
Original Research
Foundation Capital
· Original study ↗
Methodology
Thesis claim by Shadow/Foundation Capital; range 60-80%, midpoint reported
Methodology documented
Segmentation
IndustrySaaS
RoleAll marketers
Cite this stat
Plain Text
AI-native agencies (services-as-software): 60% gross margin. Source: Foundation Capital (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/ai-native-agency-gross-margins
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<blockquote cite="https://lighthousedata.io/data/ai-native-agency-gross-margins" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>60%</strong> -- gross margin for AI-native agencies (services-as-software)<br><small>Source: Foundation Capital (2026) · <a href="https://lighthousedata.io/data/ai-native-agency-gross-margins" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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