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"
Agentic Work Management (AWM) Launch
"beginning mid-September, all our new logos, self-service customers, and sales-led renewals will be moving to AWM."
Box AI Units
"we've also added an AI consumption-oriented model to our platform with the launch of Box AI Units."
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%"
Transition to Consumption Pricing Model
"We ended fiscal 2026 with 84% of our annual recurring revenue on consumption pricing, a major accomplishment."
Transition to Consumption-Based Pricing & CDW Integrations
"now over 75% of our ARR is on consumption... deeper integrations into Snowflake and three other CDW partners"
Shift to Consumption Model and Unlimited Seats
"we quickly made a change to stop charging for seats... made an aggressive move towards shifting all of our customers to consumption."
GitLab Duo Agent Platform GA & Usage-Based Pricing
"shift from a pure seat-based subscription business model to more of a hybrid seat plus usage-based business model as we introduce Duo Agent platform"
Duo Agent Platform and Hybrid Usage Monetization
"This means our business model will evolve from a purely seat based model to a hybrid seat plus usage based model."
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"