Netcompany Group (NETC) investor relations material

Impact of agentic AI on the IT and tech industry

• Agentic AI is rapidly disrupting basic programming, smaller software companies, and resource-based programming models, driving a shift toward orchestration and higher-value integration work.

• Productivity gains are significant: a small team of skilled programmers can now achieve what previously required much larger teams, intensifying competition and pressuring prices.

• Companies focused on regulated, complex, and highly integrated systems are more defensible, while those selling simple products or consultancy hours face existential threats.

• Winners will deliver fixed-price, outcome-based, domain-specific platforms with embedded AI, leveraging faster legacy replacement and lower risk.

• The shift will force a change in career models, emphasizing orchestration, domain expertise, and integration over pure coding.

Adoption cycle and client response

• Agentic AI adoption is accelerating, with most programmers expected to be proficient within six months, enabling rapid app and website development without traditional coding.

• Clients are using productivity gains to modernize legacy systems and demand more compelling, AI-embedded offerings, rather than just seeking lower prices.

• The move from time-and-materials to outcome-based pricing is underway, with clients rewarding vendors who take on risk and deliver transformation.

• Enterprises are increasingly viewing IT departments as obstacles if they do not adapt to AI-driven models.

Talent and delivery model transformation

• The talent mix is evolving toward AI orchestration architects and multidisciplinary roles, with less emphasis on traditional programming.

• Both experienced and junior staff can thrive if they adapt to orchestrating digital agents and embrace new methodologies.

• Companies must invest in clear methodologies, data management, and compliance to succeed in the new landscape.