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Atlassian and HubSpot Join Shift From AI Flat Fees

79 of 500 enterprise software companies just killed their seat-based pricing. AI usage fees are now the default.

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The KeyNews take

Why it matters

Enterprise software's foundational business model—per-user subscriptions—is collapsing under AI consumption. Companies are forced to choose between value-based pricing (AI usage meters) and margin erosion, signaling a structural shift in how software vendors monetize.

The key facts

5 to know
  1. 79 of 500 tracked software companies shifted to AI usage-based fees by end of 2025

  2. More than double the number from 2024

  3. Companies affected: HubSpot, Adobe, Salesforce, Atlassian

  4. Shift driven by AI threatening traditional seat-based pricing model

  5. Data source: Kyle Poyar (former OpenView partner)

Go to the source

The Informationtheinformation.com

Publisher excerpt: Dozens of enterprise software firms have shifted away from charging customers flat, per-user subscription fees as AI threatens their seat-based pricing model. By the end of 2025, 79 of the 500 software companies tracked by former OpenView partner Kyle Poyar, including HubSpot, Adobe and Salesforce,…
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