SaaS Capital: 62% of European SaaS Firms Testing Consumption-Based Models as Seat-Based Era Ends

SaaS Capital·medium signal

SaaS Capital's early 2026 trends report finds 62% of European SaaS firms are now testing consumption-based pricing models, driven by AI's high variable costs and the push for value alignment. Vertical SaaS (Legaltech, Healthtech, Industrial) is growing at 28% YoY, outpacing horizontal software by 3:1. The shift reflects a structural recognition that per-seat pricing cannot survive when one AI-equipped user does the work of five — the fundamental unit of SaaS monetization is migrating from 'human login' to 'work accomplished.'