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Annual Subscription Value
Average annual revenue per subscription or contract; rising ASV points to successful upsells, stronger pricing power, and higher customer lifetime value, while a falling ASV can signal pricing pressure, smaller deal sizes, or weakening product adoption.ASV is steadily accelerating thanks to higher‑value, multi‑year enterprise renewals and widening AI adoption—management points to >95% retention, extended contract terms, and AI SKUs meaningfully contributing to recent ASV lift, which improves revenue visibility and pricing power. That momentum underpins strong cash returns, but early-stage consumption monetization, higher token/tech costs and execution/timing risk on several large deals create near‑term variability and margin pressure to watch.
Date | Annual Subscription Value |
|---|---|
Jun 30, 2026 | $2.48B |
Mar 31, 2026 | $2.45B |
Dec 31, 2025 | $2.41B |
Sep 30, 2025 | $2.37B |
Jun 30, 2025 | $2.34B |
Mar 31, 2025 | $2.31B |
Dec 31, 2024 | $2.27B |
Sep 30, 2024 | $2.27B |
Jun 30, 2024 | $2.22B |
Mar 31, 2024 | $2.21B |