A May 2026 survey of 230 B2B software and AI companies finds that reported gross margins on AI products cluster around 50%, well below the 70-80%+ typical of SaaS, and that 70% of respondents say AI spending comes out of customers' existing technology or software budgets rather than net-new headcount or services spend. Hybrid pricing (combining seat and consumption elements) has grown from 25% to 37% of respondents in twelve months, with large incumbent SaaS vendors now leading pricing restructuring alongside AI-native firms. For financial institutions, the margin and budget-cannibalization data provide a concrete structural constraint on AI product profitability and revenue incrementality at enterprise software vendors.
358 other tracked developments touching the same claims.