MGI Research

AI is forcing a shift from seat-based to usage-based pricing, but most organizations aren’t ready. Monetization systems are being stress-tested as AI embeds into products. What breaks next, and what to fix? Watch on-demand: mgiresearch.com/webinar/from-s…

The switch from seats to usage is happening fast and almost no one is ready. Fewer than 10% of orgs are ready for usage-based pricing, leaving billing, revrec, and financial close exposed. 📅 TOMORROW, at 8AM PDT/11AM EDT, learn what to do: us02web.zoom.us/webinar/regist…

The CPQ market is highly fragmented. Vendors claim strength across configuration, pricing, and quoting, but most specialize in only one area. MGI MarketLens™: CPQ 2026 maps leading vendors across four dimensions to reveal where solutions truly fit. mgiresearch.com/research/mgi-m…

Heading to Conga Connect next week? MGI Research analysts will be onsite for “Meet an Analyst” conversations. Let’s discuss CPQ, CLM, revenue lifecycle management, and the future of revenue architecture. Reach out if you’ll be there.

How big is your real TAM? AI is reshaping software markets and some will expand dramatically, while others may compress. On March 19, MGI analysts will walk through our latest bottom-up TAM forecasts and where global software demand is heading. Register: us02web.zoom.us/webinar/regist…

How big is your real TAM? AI is reshaping software markets and some will expand dramatically, while others may compress. On March 19, MGI analysts will walk through our latest bottom-up TAM forecasts and where global software demand is heading. Register: us02web.zoom.us/webinar/regist…

Andrew Dailey speaks with LogiSense CEO Adam Howatson about the shift from subscriptions to usage-based pricing, why mediation engines matter, where Salesforce Revenue Cloud falls short, and how real-time usage data is reshaping monetization. Listen: mgiresearch.com/podcast/adam-h…

AI in CLM: real value or expensive hype? In this episode of The Margin Podcast, @CongaHQ CPO Grant Peterson cuts through GenAI noise in contract management. 80% accuracy isn’t enough in legal. What guardrails matter? What’s real vs. marketing? 🎧 mgiresearch.com/podcast/grant-…

Andrew Dailey speaks with John Stame on scaling product-led growth at Atlassian, the realities of adding direct sales, and why quote-to-cash architecture, governance, and system instrumentation matter before growth exposes the cracks. 🔊 mgiresearch.com/podcast/moneti…

In the latest episode of The Margin, MGI Research speaks with Dr. Michael Wu (PROS) on what B2B pricing can learn from airlines: trust in AI, glass-box pricing, faster quotes, and why a 1% pricing move can drive outsized impact. 🎧 🔊 Listen now: mgiresearch.com/podcast/pricin…

AI dominates valuation headlines but the data tells a different story. In MGI’s latest webinar, Andrew Dailey & Igor Stenmark explain what’s really driving software valuations and why Rule of 40 isn’t translating into higher multiples. Watch Replay: mgiresearch.com/webinar/2026-s…

Does the Rule of 40 Matter? Come hear MGI’s latest analysis on what really drives valuations today. Tomorrow: The AI Bubble – 2026 Software Valuation Update (Jan 22, 8AM PT). Fresh data on AI, profitability, M&A & IPO signals. Register: us02web.zoom.us/webinar/regist…

Last chance to register ⏰ AI is driving software valuations, but headlines don’t last forever. This Thursday, MGI analysts break down what actually drives valuation multiples heading into 2026. 🗓 Jan 22 | 8AM PT 🔗 us02web.zoom.us/webinar/regist…

Most enterprises still don’t know what’s in their contracts. On The Margin Podcast, MGI Research speaks with Praful Saklani, CEO of Pramata, on why CLM falls short and how AI can unlock pricing, renewals, and revenue hidden in contracts. 🎧 Listen: mgiresearch.com/podcast/the-co…

AI-first stories are everywhere but they’re becoming table stakes. What drives software valuations in 2026 if the AI bubble cools? Profitability? Growth? M&A? IPO timing? MGI analysts share fresh data and market signals on Jan 22. 🔗 Register: us02web.zoom.us/webinar/regist…

AI-first narratives are everywhere, but becoming table stakes. What drives software valuations in 2026 if the AI bubble cools? MGI analysts break down valuation drivers, Rule of 40 relevance, M&A, and IPO signals. 📅 Jan 22 8AM PST | 11AM EST 🔗 Register: us02web.zoom.us/webinar/regist…

🖥️ Webinar: The AI Bubble – 2026 Software Valuation Update Jan 22, 2026 | 8AM PT / 11AM ET Will AI-first valuations hold? Does Rule of 40 still matter? MGI analysts share fresh data on valuations, M&A, and IPO signals. 🔗 Register: us02web.zoom.us/webinar/regist…

🎙️ New on The Margin: Andrew Dailey talks with Amberflo founder Puneet Gupta, a key architect of AWS’s early consumption systems. They unpack metering, culture, and why usage—not price—is the real system of record for modern monetization. 🔗Listen now: mgiresearch.com/podcast/the-fu…

⏰ TODAY: MGI’s 2026 Predictions + 2025 Review Join MGI analysts for a fast look at 2026: valuation swings, M&A targets, AI’s real impact, pricing shifts, platform risks, and potential Black Swan events—plus a brief recap of 2025. 🔗 Register: us02web.zoom.us/webinar/regist…

⏰ Tomorrow: MGI’s 2026 Outlook + 2025 Review Join MGI analysts as we cover 2026 predictions—valuations, M&A targets, AI’s impact, pricing shifts, and which vendors may rise or consolidate—plus a recap of 2025’s biggest moves. 🔗 Register: us02web.zoom.us/webinar/regist…