Fetching from the wire…
Markets2026-09-22 · source-backed
Channel Insider carries the number most Salesforce pricing coverage omits, and frames the market as four coexisting models: subscription, consumption by token, action-based and outcome-based. AWS's Allison Johnson names the unresolved problem that decides whether outcome pricing sticks: "How do you check that that outcome actually happened? Like, how do you get the customer to opt into being charged?" Nobody has an answer, which is why action-based pricing keeps winning by default. (Channel Insider)
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Per-seat pricing is breaking everywhere at once. Not in one vertical, not as an experiment. Across CRM, ITSM, HR, and support simultaneously. Salesforce booked roughly $800M in agent revenue last quarter, up from $540M the quarter before. That's not a pilot line item. ServiceN...
The agent business model showed up this week, and it's rent. At Knowledge 2026, ServiceNow launched Action Fabric, a layer that every external AI agent must pass through to read data or run workflows inside the ServiceNow platform, metered on action-based pricing (ServiceNow N...
Atlassian's Customer Service Management charges $1.00 per AI agent resolution from the first resolution with no included allowance, discounting to $0.95 at 12,000, $0.90 at 50,000 and $0.85 at 200,000, billing starting December 3. Mintlify moved September 8 to fixed credit pri...
Summer '26 simultaneously offers conversation-based pricing for support, Flex Credits per AI action, and traditional per-user licensing (Monetizely). Roughly 43% of SaaS companies now use hybrid pricing, projected to hit 61% by year-end, and hybrid firms report ~38% higher rev...
The analysis models $2.4B-$2.8B ARR at roughly 5.7x-7.2x, against Salesforce's $27.7B purchase price. The brackets carry the argument: $5B-$6B if it's just per-seat chat at monday.com and Asana multiples, $16B-$20B as a platform layer next to Atlassian and GitLab, and $22B-$52...
One day after seven named Agentforce agents went GA, Constellation Research reports that BT150 CxOs can't work out how pricing scales once agents leave the org, or navigate Agentforce 1's unlimited platform usage, the Headless Add-on's per-user Agentic Work Units and the separ...
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