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L.E.K. Consulting: 2026 Is the Stabilization Year for AI Pricing — Hybrid Models Consolidate as Atlassian Raises Prices 10%
L.E.K. Consulting's 2026 analysis designates this year as the stabilization period for AI pricing models, with hybrid approaches (subscription + usage/outcome components) expected to consolidate as the dominant model. Atlassian raised cloud prices up to 10% citing AI compute demands; Microsoft ended volume-based enterprise cloud discounts starting November 2025. New forecasting metrics are gaining importance: time-to-usage, usage ramp rate, and consumption volatility. For SaaS operators: pricing is no longer a quarterly review — it's a continuous experiment requiring billing infrastructure that can adapt in real-time.
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