Software Companies Need Consumption Models for AI Age -- Market Talk

Dow Jones03-20

1312 ET - Software companies should switch to a consumption-based pricing model if they want to remain strong in the face of artificial-intelligence-native competitors, Oppenheimer analysts write in a note. As businesses switch toward proliferating AI agents over human workers, software companies sticking to a per-seat pricing model may be left in the dust. With potentially millions or even billions of agents in play, "businesses will not want to pay a per-agent fee, but rather pay based on the agent usage," the analysts write. "The faster a company can lean into a consumption value model, the more defensible the moat and predictability of future growth." (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 19, 2026 13:13 ET (17:13 GMT)

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