CROSS-CATEGORY: Seat-Based Pricing Dies Simultaneously Across CRM, ITSM, and ERP — Three Largest Enterprise Software Companies All Switch to Consumption Models in Same Quarter

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Salesforce (AWUs), ServiceNow (Pro Plus credits), and SAP (consumption catalogs) — the three largest enterprise software companies by market cap — all confirmed pricing model transitions away from per-seat licensing in the same quarter. This is not incremental: these three companies collectively serve the majority of Global 2000 enterprises. When all three shift simultaneously, the 'seat' as the fundamental unit of enterprise software economics is effectively dead. The replacement architecture — AWUs, Performance Credits, consumption catalogs — is now the de facto standard.