ICONIQ State of AI 2026: how 300+ software companies are turning AI features into real businesses

ICONIQ's July 2026 survey of 300+ software executives on building and scaling AI products: which architectures they run, what AI costs as a share of revenue, how gross margins are recovering, how teams are being restructured and how AI products are priced. The numbers to remember: vertical AI leads at 43% of respondents, AI gross margins are expected to climb to 59% by 2027, and 45% of companies plan a different mix of roles within a year. Useful for benchmarking your own margins, pricing and headcount plan against peers.

Companies in this report

Anthropic