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per-seat licensing

2 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Microsoft's AI Dominance Questioned Despite Strong Earnings Growth

Microsoft's 18% revenue growth and $37B AI run rate mask concerns over Azure's modest acceleration versus rivals and structural threats to Office licensing.
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BenzingaBenzinga··Erica Kollmann

SaaS Sector Faces Valuation Pressure as AI Automation Concerns Mount

SaaS giants hit 52-week lows as investors worry AI automation will reduce software licensing demand and fundamentally reshape traditional per-seat business models.
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