AI agents and consumption-based pricing are the future, but the H2 2025 earnings reveal a gap between vendor promise and reality. Across the top 10 enterprise vendors, triple-digit growth is sometimes due to clever bundling, while lighthouse pilots and few production capabilities dominate the landscape. This important shift to usage-based pricing is moving financial volatility directly from vendor P&L to your budget. This report cuts through the noise to separate real execution from strategic storytelling. Forrester translates these complex financials into a tactical playbook, helping you turn narrative inflation into procurement leverage.