Haatch data shows vertical SaaS revenue growth holds at 41% despite AI disruption fears

• Haatch analysis found early-stage software revenues kept rising through the “SaaSpocalypse” selloff, including vertical SaaS businesses.
• Across portfolio companies with at least GBP 100,000 annual revenue in July 2025, 82% grew over 12 months; median growth 41%.
• Industry-specific software matched broader performance, with 41% median growth; 92% of those above GBP 250,000 revenue grew, median 53%.
• Funding skew widened in H1 2026: vertical AI drew 63% of AI deals but only 13% of capital; general platforms took 71%.
• Conclusion shifted risk focus from “vertical vs horizontal” to system-of-record depth, arguing specialist tools retain defensible customer context for AI agents.

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. Haatch Ltd published the original content used to generate this news brief on September 04, 2026, and is solely responsible for the information contained therein.