Latest / SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue

How SaaS Companies Monetize Idle Licenses
In this episode of SaaS Business with Fexingo, Lucas and Luna explore how enterprise software giants extract value from unused seats. They examine the shift from per-seat pricing to usage-based models, focusing on how companies like Adobe and Microsoft handle dormant licenses. The hosts discuss the financial mechanics behind idle capacity, including amortization schedules and the impact on net revenue retention. With specific references to Q3 2026 market trends, they break down why banning free trials is actually a strategy to protect high-margin recurring revenue streams. Listeners will…
The skinny
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