Markets
CROSS-CATEGORY: Incumbents Converge on Per-Outcome Pricing in the Same Quarter — Salesforce, GitHub, Zendesk, Intercom
Four incumbents across four categories moved off the seat this quarter: Salesforce Agentforce now runs three models at once (conversation, per-action Flex Credits, per-user), GitHub shifted premium Copilot to usage-based token billing in June 2026, Zendesk ties fees to resolved tickets, and Intercom charges $0.99 only on a fully-resolved conversation. The signal isn't any single move — it's that support, devtools, and CRM leaders all abandoned per-seat within one window, validating that agent economics break seat licensing everywhere at once.
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