Optimal Pricing of Cloud Services: Committed Spend under Demand Uncertainty

Fuente: arXiv
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Autores principales: Bergemann, Dirk, Wang, Michael C.
Formato: Preprint
Publicado: 2025
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author Bergemann, Dirk
Wang, Michael C.
author_facet Bergemann, Dirk
Wang, Michael C.
contents We consider a seller who offers services to a buyer with multi-unit demand. Prior to the realization of demand, the buyer receives a noisy signal of their future demand, and the seller can design contracts based on the reported value of this signal. Thus, the buyer can contract with the service provider for an unknown level of future consumption, such as in the market for cloud computing resources or software services. We characterize the optimal dynamic contract, extending the classic sequential screening framework to a nonlinear and multi-unit setting. The optimal mechanism gives discounts to buyers who report higher signals, but in exchange they must provide larger fixed payments. We then describe how the optimal mechanism can be implemented by two common forms of contracts observed in practice, the two-part tariff and the committed spend contract. Finally, we use extensions of our base model to shed light on policy-focused questions, such as analyzing how the optimal contract changes when the buyer faces commitment costs, or when there are liquid spot markets.
format Preprint
id arxiv_https___arxiv_org_abs_2502_08022
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Optimal Pricing of Cloud Services: Committed Spend under Demand Uncertainty
Bergemann, Dirk
Wang, Michael C.
Theoretical Economics
Computer Science and Game Theory
We consider a seller who offers services to a buyer with multi-unit demand. Prior to the realization of demand, the buyer receives a noisy signal of their future demand, and the seller can design contracts based on the reported value of this signal. Thus, the buyer can contract with the service provider for an unknown level of future consumption, such as in the market for cloud computing resources or software services. We characterize the optimal dynamic contract, extending the classic sequential screening framework to a nonlinear and multi-unit setting. The optimal mechanism gives discounts to buyers who report higher signals, but in exchange they must provide larger fixed payments. We then describe how the optimal mechanism can be implemented by two common forms of contracts observed in practice, the two-part tariff and the committed spend contract. Finally, we use extensions of our base model to shed light on policy-focused questions, such as analyzing how the optimal contract changes when the buyer faces commitment costs, or when there are liquid spot markets.
title Optimal Pricing of Cloud Services: Committed Spend under Demand Uncertainty
topic Theoretical Economics
Computer Science and Game Theory
url https://arxiv.org/abs/2502.08022