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APP · T09

Will at least three of five major software vendors launch a consumption or outcome-based agent pricing model as a primary option by 2027-12-31?

Seat-priced vendors defensively convert to consumption/outcome pricing for agent products, confirming that seat economics no longer support growth.

Questions 6Open 6Call held 0Call missed 0

Agents displace seat-based SaaS

Agents reduce the number of humans who need a license, so vendors must bill per task or per result to keep revenue coupled to value delivered. Pricing pages and earnings disclosures shift from per-seat to credits, per-conversation, or per-outcome billing as the headline agent SKU.

3 voices

Vendors hold the per-seat line, consumption pricing stays a side option

AI agents require systems of record to operate through with guaranteed consistency, so platforms serving as governance layers for agents grow more entrenched and keep AI capability as a per-seat upsell tier. Regulated industries cannot accept anything short of full consistency from LLMs, which limits agent autonomy and the pressure to abandon per-seat pricing, so vendors sell AI without a general-availability consumption option as the primary model.

2 voices

The questions

  1. Settles Dec 2open

    Will C3.ai's operating cash flow for Q3 2026 be at least 0.0% of its revenue?

  2. Settles Dec 2open

    Will C3.ai's operating cash flow hit at least 3.5% of its revenue in Q3 2026?

  3. Settles Dec 2open

    Will C3.ai's operating cash flow hit at least 7.0% of its revenue in Q3 2026?

  4. Settles Nov 2open

    Will Palantir's operating cash flow hit at least 58.0% of its revenue in Q3 2026?

  5. Settles Nov 2open

    Will Palantir's operating cash flow hit at least 62.0% of its revenue in Q3 2026?

  6. Settles Nov 2open

    Will Palantir's operating cash flow be at least 65 percent of its revenue for the quarter ended September 30 2026?

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