APP · T09
Will at least one major per-employee-per-month or per-seat SaaS vendor report a year-over-year decline in total paid seats or customer headcount-based billings in a public filing or earnings release before 2027-12-31?
Agentic automation shrinks the customer seat base enough that a major per-seat vendor publicly reports declining seats or PEPM-linked billings, validating the seat-loss mechanism behind outcome pricing.
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Outcome-based pricing replaces seats
Agents absorbing tasks of multiple employees, reducing the number of licensed human users at customer accounts. Reported seat counts or headcount-linked billings decline even as usage and total revenue grow.
4 voices
The case against it
AI agents and automation increasing transaction volumes within enterprise software systems, so shift from fixed seat-based revenue to variable usage-based revenue models with much higher value. Adoption of usage-based pricing and enterprise sales by consumer AI applications, so revenue retention exceeding 100 percent despite traditional churn patterns. It would show first if all major seat-based vendors continue to report growing paid seats and NRR above 100% through 2027.
2 voices
The questions
Settles Dec 2open
Will C3.ai's operating cash flow be at least negative 4 percent of its revenue for the quarter ended October 31 2026?
Settles Dec 2open
Will C3.ai's operating cash flow be at least 2 percent of its revenue for the quarter ended October 31 2026?
Settles Dec 2open
Will C3.ai's operating cash flow be at least 8 percent of its revenue for the quarter ended October 31 2026?
Settles Oct 28open
Will ServiceNow's operating cash flow be at least 12 percent of its revenue for the quarter ended September 30 2026?
Settles Oct 28open
Will ServiceNow's operating cash flow be at least 16 percent of its revenue for the quarter ended September 30 2026?
Settles Oct 28open
Will ServiceNow's operating cash flow be at least 20 percent of its revenue for the quarter ended September 30 2026?