Fetching from the wire…
Markets2026-09-24 · source-backed
Tom Eggemeier told HumanX in Amsterdam that Zendesk will eliminate seat-based pricing across the business within three to six months, and that companies still on seats in two or three years "will struggle." He projects AI agents handling 80%+ of support interactions within three years. On the same stage, Sierra's Clay Bavor gave unit economics of about €1 per agent-resolved case against about €10 through a call center (The Next Web). Zendesk has charged per resolution for AI agents since 2024. Pulling seats out of the entire business is new, and it's a sharp contrast with Salesforce running seats, credits and per-resolution fees simultaneously.
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HubSpot quietly switched Breeze AI agents to $0.50/resolution pricing on April 14. That makes five. Intercom at $0.99/resolution (already past $100M ARR on this model). Sierra at $150M+ ARR on pure outcome pricing. Salesforce at $2/conversation or $0.10/action. Zendesk launchi...
HubSpot beat Q2 revenue at $912M, up 20%. Beat EPS at $3.26 against $3.02 expected. Its Data Agent is at 16,000 customers, up 80% quarter over quarter. Its Customer Agent resolves 72% of tickets without escalation. The stock had its largest one-day drop in 12 years on the NYSE...
SaaStr's July 21 post argues against the "give agents a Postgres database and let them rip" position with four failure modes: 20+ agents each reinvent business rules without shared logic, downstream billing/BI/marketing need a canonical record, humans still need pipelines and...
Incumbents are folding agent capability into base subscriptions, Zendesk's June 12 change drops its Advanced AI add-on and bundles agentic reasoning into base Suite plans, Salesforce ships 50 agents out of box, while AI-native players meter it, Microsoft Agent 365 at $15/user/...
These aren't pilots anymore. Sierra reports $150M+ ARR within eight quarters of launch (on $950M raised), Intercom's Fin crossed $100M+ ARR resolving ~2M issues a week, and EliseAI sits around $100M ARR on $250M raised. Three companies selling completed work instead of seats,...
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...
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