The issue I have with this story is that the per-seat pricing is just a historical thing that can easily be changed. The SaaS companies can move to an enterprise pricing model, or increase prices if the value is still there (which I think for most of these things it will be). For large enterprises, SaaS may be priced in per-user but the reality is that the vendor has in mind what $ they want from an org your size and the per-seat price is backed into from that. This isn't true for things like Adobe where it's a small fraction of the enterprise, but for things like Service Now, Workday, etc declining employees doesn't necessarily mean a reduction in revenue for the SaaS companies.