19:57 6 May 2026
AI sinking Polish software houses
Artificial intelligence is reshaping Poland’s IT services industry and undermining the traditional software-house business model based on outsourcing programmers to foreign corporations. Investors have lost interest in companies focused mainly on coding services, leading to a sharp slowdown in M&A activity across Central and Eastern Europe. Public valuations of IT service firms have fallen by about 30% since early 2026, putting pressure on private equity funds that invested heavily during the pandemic tech boom. Industry experts argue that survival now depends on specialization, proprietary products, and expertise in areas such as AI, cybersecurity, data, or niche industries.
Companies like Callstack and Deepsense.ai demonstrate that firms with unique competencies can still achieve strong valuations and attract investors.
(pb.pl)
