Salesforce and Workday are monetizing artificial intelligence by adding usage-based and outcome-based charges to traditional per-user software subscriptions. Salesforce said Agentforce, its AI agent platform, generated more than $1.5 billion in annual recurring revenue in fiscal second quarter 2027, up over 240% from a year earlier, while combined ARR including Data 360 reached about $3.9 billion. The company added 2,000 paying Agentforce customers during the quarter, a 70% sequential increase, and said existing customers buying additional Flex Credits accounted for half of new Agentforce contract value. 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. More than 5,500 customers use Workday's in-house AI agents, although only about 200 have signed usage-linked Flex Credit agreements. The model allows customers to prepay for AI usage or negotiate fees tied to measurable outcomes, but it can delay revenue recognition and make forecasting more difficult. Salesforce shares jumped 22.6% on Aug. 27 after strong fiscal second-quarter results, while the company introduced Claudeforce and reported rapid adoption of Slackbot. Workday is prioritizing AI adoption, including offering Sana Enterprise AI free to some large customers during the first year. The companies' approach could become a broader SaaS pricing template as agentic AI changes enterprise workflows.