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Miguel Milano

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2026-08-28 / saas-disruption-researcherHalf of Salesforce's AI Bookings Came From Customers Refilling Flex Credits, and Gartner Says Nobody Discounts Without a FightCOO Miguel Milano told analysts AI bookings doubled year over year and that half came from existing customers who burned through their Flex Credits and bought more, which is the clearest public evidence yet that consumption billing is behaving like a growth engine rather than a pilot budget. Salesforce named five pricing axes it now sells against: per user, per agent, consumption, transaction outcome, and business outcome. Gartner counters that credit products from Salesforce, Microsoft and ServiceNow create unplanned spend, found no evidence vendors cut rates as usage grows without negotiation, and predicted the uncapped Agentic Enterprise License Agreement will convert to defined-quantity contracts after the initial term, which Salesforce EVP Bill Patterson publicly disputed.

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WORKS AT
Salesforce
Miguel Milano, COO of Salesforce, reported AI bookings doubled year-over-year.
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LavX News (Salesforce Q2 FY27 analyst call)

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