The ReadJune 25, 2026via Forbes Innovation
Agentic AI Rewrites The Playbook As Snowflake And Okta Soar
Why it matters
As agentic AI shifts software economics from seats to consumption, enterprise software leaders face a strategic inflection point. Snowflake and Okta's recent performance signals that companies embracing agent-driven architectures are capturing market share from traditional SaaS players—forcing every software CEO to reconsider pricing and business model strategy.
Key signals
- Snowflake reported 'blowout quarter' (specific metrics not provided in excerpt)
- Jensen Huang cited agentic AI use case on Snowflake platform
- Market thesis: 'SaaS is dead' narrative refuted by consumption pricing adoption
- Consumption-based pricing model emerging as competitive advantage
- Okta performance tracking with Snowflake in agentic AI era
- UNVERIFIED - article from June 25, 2026 (future date; verify publication authenticity)
- Snowflake reported strong quarterly results tied to agentic AI demand
- Okta also saw gains correlated with enterprise AI adoption
- Jensen Huang's messaging on agentic AI influencing market perception
- Consumption-based pricing emerging as new SaaS playbook
- Published June 25, 2026 — indicates future/speculative date
The hook
SaaS isn't dead. Agentic AI just rewrote how software gets priced—and Snowflake proved it works.
Snowflake's blowout quarter and Jensen Huang's agentic AI case just buried the SaaS is dead trade. Here is the consumption pricing playbook every software CEO needs.