Workday Rising 2026Workday Rising 2026 Sells Agents on Credits With No Published Price
Workday Rising 2026 shipped Sana Home, Agent Harness, Developer Agent and Data Cloud on Flex Credits, while the payroll, accounting and deployment autopilots reach early adopters in 2027. Workday publishes credits per action, not the price of a credit.
October 16, 2026 · 9 min readFreshworksFreshworks Buys Torii, Silent on Customers Running ServiceNow
Freshworks is buying Torii, a Gartner Leader in SaaS management, to put AI spend chargeback inside Freshservice. Torii customers on ServiceNow or Jira have no written continuity promise yet and should get one before the deal closes.
October 15, 2026 · 8 min readZoomInfoZoomInfo Buys DoubleO.ai, Leaving Its Agent Layer Without a Price
ZoomInfo bought DoubleO.ai's multi-agent orchestration with no price, SKU or continuity pledge, in the quarter it starts moving seat contracts to pre-bought consumption. Price the agent layer before your renewal does it for you.
September 30, 2026 · 10 min readRow ZeroDatabricks Buys Row Zero, Whose Terms Allow 30-Day Cancellation
Databricks bought Row Zero for Genie and pledged support for unnamed non-Databricks data sources. Row Zero's standard terms still allow 30-day cancellation, so Snowflake and BigQuery customers should get connector names and dates in writing.
September 25, 2026 · 8 min readDomoProgress Took Domo's 2,400 Customers but Not Its Founder
Progress closed its $400M purchase of Domo's assets on Sept 22. Customer contracts moved to Progress; the founder, the cash and $900M of tax losses stayed with the shell now called Huckleberry.ai.
September 25, 2026 · 9 min readHarveyHarvey Swapped Models After Agents Sank Its Margin to -50%
Harvey sold flat seats on top of a metered model bill, and agent usage drove its gross margin to -50% by June. The margin recovered after it launched its own Kimi K3-based model, with no reported price change, so renewals of agentic AI seats need model-change and usage terms.
September 21, 2026 · 11 min readBending SpoonsBending Spoons Closed Airtable in 31 Days. Miro Says Q4.
Bending Spoons guided to 'later this year' on Airtable and closed in 31 days. It now guides to Q4 on Miro. Both of Miro's standard agreements permit assignment in a merger without customer consent, and neither caps what you pay at renewal, so the review window is a month, not a quarter.
September 10, 2026 · 15 min readbuild vs buyA Third Skipped a SaaS Buy. Now Price the Run Cost.
McKinsey's 2026 survey found 32% of organizations skipped a software purchase because agentic coding tools could build it in-house — while the share reporting any EBIT impact from AI stayed flat at 37%. The industry spread explains why: insurance and the public sector, at 19% and 17%, buy audit evidence and liability, not code.
August 31, 2026 · 11 min read