GenAI and TAM: Hype, Risk, or Real Growth?

Who are the leading Automated Revenue Management (ARM) vendors in 2025?

Join MGI Research for the latest ARM Buyer’s Guide + Vendor Analysis Webinar | October 30, 2025 at 8 am PT / 11 am ET

Accounting teams are under growing pressure to automate increasingly complex revenue scenarios. The right technology can mean the difference between closing with confidence or dealing with costly month-end surprises.

This session is relevant to CFOs, corporate finance and IT teams, ARM vendors, adjacent monetization providers (e.g., billing, CPQ), investors, and the media.

Key takeaways include:

• Highlights from the 2025 ARM Buyer’s Guide
• Insights into market dynamics and vendor performance
• Which vendors are emerging as leaders in revenue recognition automation

The webinar will also review MGI 360 Ratings™ and analysis of leading vendors including: Ayara, BillingPlatform, Certinia, Chargebee, Gotransverse, Maxio, Oracle NetSuite, RightRev, RecVue, Rillet, Sage, SAP, Softrax, Tabs, Workday, Zone & Co., Zuora, among others.

The MGI Buyer’s Guide features proprietary MGI MarketLens™ charts comparing solutions across agility, ability to handle complexity and volume, go-to-market strength, and solution depth, helping buyers evaluate fit and giving vendors benchmarks for improvement.

Does AI Enlarge or Diminish Total Addressable Markets?

In our recent webinar, MGI Research analysts Andrew Dailey and Igor Stenmark unpacked one of the most pressing questions facing executives and boards: What impact will Generative AI have on software budgets and TAM forecasts?

Key insights from the discussion:

• AI isn’t binary – it won’t eliminate enterprise software, nor will it create endless new markets. Reality lies between hype and doom.
• Expect TAM shifts of +1% to +5% CAGR – GenAI is likely additive, but effects vary by category and context.
• Scenario planning matters – MGI outlined baseline, optimistic, and “AI disillusionment” scenarios that boards and investors should consider.
• Budgets lag adoption – AI pilots are growing, but consistent ROI and pricing models remain elusive, making it difficult for users to budget accordingly.
• Enterprise trust is key – For AI to reshape RevRec, billing, or CLM, auditors and finance execs and legal teams must trust the outputs, not just the tech.

Bottom line: GenAI is a tailwind, but one that demands credible, nuanced TAM frameworks.

Watch the replay and get the full analysis:

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How Snowflake Scales Revenue Recognition in the Consumption Economy

Snowflake has set the standard for consumption-based pricing in the data cloud era, but success comes with a challenge: managing unpredictable, usage-driven revenue. Traditional subscription models simply don’t cut it.

In this session moderated by Igor Stenmark, Emily Ho (Chief Accounting Officer, Snowflake) and Jagan Reddy (Founder & CEO, RightRev) shared how Snowflake built revenue processes delivering accuracy, compliance, and forecasting agility at scale.

Key insights included:

• Why today’s AI solutions rely on consumption models
• How Snowflake evolved its pricing strategy and tackled RevRec complexity
• The infrastructure needed to innovate quickly while ensuring compliance
• What’s next for consumption-based pricing models in the next 2–3 years

In the latest episode of The Margin Podcast – “Pricing as a Growth Engine” – MGI Research Managing Director Andrew Dailey speaks with Eric Carrasquilla, CEO of Vendavo, about the evolving discipline of pricing and its impact on business profitability.

Eric shares how generative AI is reshaping price optimization, why domain expertise matters more than ever, and what’s driving success for enterprise B2B companies in volatile markets. From overcoming data governance challenges to enabling smarter selling, Eric explains why pricing is no longer a back-office function—it’s a strategic growth lever.

What you’ll learn in this episode:

• Why pricing is the fastest way to boost profit
• How GenAI is redefining price optimization
• The hidden roadblocks stopping companies from modernizing pricing
• How to balance finance’s need for predictability with product and sales innovation
• Why industry expertise beats generic software every time
• How Vendavo turns pricing into a true growth engine

Listen to this episode on all major platforms and on our website:

BillingPlatform Launches BP E-Invoice to Streamline Compliance and Accelerate Payments

BillingPlatform announced the launch of BP E-Invoice, a fully integrated e-invoicing solution designed to help organizations comply with government regulations and standards, while accelerating their billing and payment processes.

Ironclad Teams up with University of Michigan

The University has integrated Ironclad Contract Lifecycle Management Tool (CLM) into its e-Research platform to review, negotiate and execute funded and unfunded contracts.

Kantata Expands Agentic AI Capabilities with New Resourcing Agent

Kantata’s newest AI Agent proactively detects and resolves resource risks, before they derail delivery.