April 27, 2026
The Seat Is Dead: How Agentic AI Is Forcing a Complete Rewrite of Enterprise Software Pricing
ServiceNow disclosed that 50% of its net new business no longer comes from seat-based pricing. Workday disclosed headcount reduction as a direct revenue risk in its own 10-K. This research brief documents the transition using primary earnings transcripts and SEC filings from eight major enterprise software vendors.
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