Lead briefing

Enterprise collaboration software market to reach $118.4 billion by 2030: AI-native collaboration is reshaping enterprise IT architecture

Key Takeaways: 1. Market size: The enterprise collaboration software market will grow from USD 70.46 billion in 2025 to USD 78.13 billion in 2026 (CAGR 10.9%), and is projected to reach USD 118.42 billion by 2030 (forecast-period CAGR 11.0%). 2. Growth shift: Historical growth came from cross-department collaboration, remote work, and the spread of communication tools; forecast-period growth drivers are shifting to AI-driven analytics, hybrid work, cloud migration, and immersive experiences. 3. Technical reality: The AI transformation of collaboration platforms requires new layers such as content ingestion, vector retrieval, RAG pipelines, and agent orchestration, and begins to actually consume GPU inference compute and storage resources. 4. Cost structure: Pricing models are shifting from pure seat-based subscriptions to a hybrid of “subscription + AI usage”; collaboration platform costs are entering cloud bills and need to be reviewed together with FinOps. 5. Competitive landscape: Super-bundlers such as Google and Microsoft, specialized vendors such as Slack, Zoom, and Atlassian, business-embedded providers such as Oracle, SAP, and Salesforce, and compliant self-hosted routes such as Nextcloud and Huawei coexist. 6. Consolidation signal: Progress Software’s acquisition of ShareFile for USD 875 million shows capital concentrating into “AI + documents + industry workflows.”