Enterprise AI Monetization: 2025 Scorecard [Thematic Report]
Sign up for ARPU: Stay informed with our newsletter - or upgrade to bespoke intelligence.
Inside this complimentary report:
- The Monetization Divide: A breakdown of why the market has split into two camps: companies successfully charging for AI (like ServiceNow's ~60% premium) and those forced to bundle it for free, and what this means for your pricing power.
- The Death of the Seat: An analysis of why the "per-user" license is breaking and how leaders are pivoting to consumption and outcome-based models to survive the deflationary pressure of AI agents.
- The Infrastructure Moat: A case study on Oracle's successful pivot, and how owning the underlying compute (52% OCI growth) creates a defensible moat that pure software players cannot easily replicate.
- The New Competitive Framework: A breakdown of the "Shelfware" risk facing giants like Microsoft (<2% adoption) and the "AI Monetization Moat" 2x2 matrix that separates the market winners from the vulnerable incumbents.

To access the full 24-page analysis, please complete the brief profile below. The PDF will be available immediately upon submission.