Want to see FDS full AI Analyst Report?
Clients
Number of paying institutional clients; growth shows market-share gains and sales effectiveness, whereas a small or highly concentrated client base increases revenue risk if a few customers reduce spending or leave.Client growth has accelerated recently and shifted from simple seat adds to higher‑quality enterprise and multi‑year wins, driven by AI and MCP adoption; >95% ASV retention, AI SKUs contributing meaningful ASV, and higher ASPs among AI users point to stickier, more valuable clients. Margins face near‑term pressure from token/tech costs and restructuring, and a small recent plateau signals execution/timing risk on large deals—but bookings and pipeline suggest continued durable ASV upside.
Date | Clients |
|---|---|
Jun 30, 2026 | 9.10K |
Mar 31, 2026 | 9.10K |
Dec 31, 2025 | 9.00K |
Sep 30, 2025 | 9.00K |
Jun 30, 2025 | 8.81K |
Mar 31, 2025 | 8.64K |
Dec 31, 2024 | 8.25K |
Sep 30, 2024 | 8.22K |
Jun 30, 2024 | 8.03K |
Mar 31, 2024 | 8.02K |