Noesion Radarnoesion.ai
Research2026-08-28

Forrester analysed first-half 2026 earnings from eight large enterprise software vendors and argued that AI is shifting bargaining power towards suppliers. It identifies three shifts: usage-based pricing setting a higher floor at renewal, vendors controlling how AI value is measured, and lock-in moving from data into workflows and agent configurations. The full report is available only to Forrester clients.

What changed

Software buyers set terms mainly at negotiation, with switching costs tied to data portability.

What it unlocks

A structured review of which AI workflows create vendor dependency and what replacing them would cost.

  • ServiceNow ~19% subscription growth
  • Salesforce Agentforce $1.2B ARR
  • SAP ~30% Cloud ERP growth
  • ServiceNow $1.5B 2026 AI commitment

Sources

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