Salesforce and Workday are adding usage-based and outcome-based charges to traditional per-user software subscriptions as enterprise customers begin paying for AI agents and the work they perform. Salesforce shares jumped 22.6% on Aug. 27, 2026, and gained 24% for the week after fiscal 2027 second-quarter results exceeded expectations, while its expanded Anthropic partnership made Claude the default AI model in Slack and across key products. Salesforce said Agentforce annual recurring revenue exceeded $1.5 billion, up more than 240% year over year, and Agentforce plus Data 360 reached nearly $3.9 billion. Workday said AI products contributed more than $100 million of new annual contract value, over 25% of its total, while AI product ARR reached approximately $600 million, up more than 200% year over year. The hybrid model can link vendor revenue more closely to measurable customer value, but prepaid credits, outcome-based fees and delayed revenue recognition make forecasting more difficult.