How public SaaS companies price their products: consumption, subscription, or hybrid. Pulled from filings + investor commentary across 200 companies.
Mentions of pricing-model migrations in recent filings.
AI Studio
"established ourselves as a multi-product company with AI Studio... definitive platform for human-AI coordination"
Box AI Units
"we've also added an AI consumption-oriented model to our platform with the launch of Box AI Units."
E365 Consumption Model
"willingness of accounts to commit to higher contractual floors in return for corresponding ceilings"
Consumption-Oriented Sales Model Shift
"our shift to a consumption-oriented sales model for Confluent Cloud"
Workspace Division
"The Workspace platform now brings together endpoint, email, and SaaS security... helping our customers' operations."
Flex Credits
"Earlier this month, we introduced our Flex Credits. It's the new consumption-based pricing model."
Falcon Flex
"Falcon Flex is driving higher module attach rates and simplifying the renewal process."
Flex Reservations and Spot Pricing
"In Q1, we introduced Flex Reservations and spot pricing, revolutionizing how customers manage peak demand"
IAM Consumption-based Subscription Pricing
"We're launching IAM consumption-based subscription pricing in Q1."
Consumption-based pricing transition
"As of the end of our most recent fiscal quarter, over 70% of our annual recurring revenue (ARR) was utilizing the platform as a consumption-based service"
Consumption Model Transition
"Today, 80% of our annual recurring revenue is on consumption contracts."
Consumption Model Transformation
"now over 75% of our ARR is on consumption. What an incredible transformation in just two years."
Consumption Pricing Migration
"we've gone from 5% of our ARR on the consumption model roughly two years ago to 25%... now to more than 65%"
HubSpot Credits
"Introduced HubSpot Credits: the evolution of our flexible, usage-based model that lets customers pay as they grow."
Celeste AI Platform Launch
"Celeste enables consumption-based pricing alongside our existing enterprise and seat models"
Consumption-based model introduction
"We will also introduce a consumption-based model for our AI and human intelligence services"
Consumption-based model
"We will also introduce a consumption-based model for our AI and human intelligence services"
Consumption-based AI Model
"We will also introduce a consumption-based model for our AI and human intelligence services"
Seats Plus Credits Pricing
"recently introduced a new seats plus credits pricing structure for new customers"
AI Blocks Consumption Pricing
"To make AI more accessible, we've introduced a flexible consumption-based pricing model for AI Blocks"