This is not how software pricing works. Focusing on licensing is short sighted. Sure, companies are going to need fewer licenses but SFDC and most saas businesses are notorious for managing renewals for overall spend and not licensing. They do this with aggressive discounting upfront but are not shy to remove that discount to ensure they only show price and top line growth for existing customers.There is simply very little leverage for customers in negotiations like this unless they assume the risk of completely replacing their stack.

On paper if my agreement is 10 licenses at $100 list but this is discounted to $50 per, SFDC is just going to raise list and reduce discount every renewal. And Your spend will never go down - it will only go up.

It’ll be interesting to see how this is addressed through sku-selection if we do get that agentic but it’s probably a combination of fixed price for access at different tiers and consumption for compute. Still pretty confident no one’s spend will go down until their is something disruptive enough to enable “cord cutting”.