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Average Enterprise Customer Spend
Shows the average revenue generated from enterprise clients, highlighting the company’s ability to upsell and the value of its services to larger organizations.Average enterprise spend has meaningfully accelerated — a sign of deeper product penetration and higher‑ACV deals driven by cross‑sell into security and compute, consistent with rising NRR and a much larger RPO. That said, the jump may partly reflect a mix shift toward fewer, larger customers (top‑10 = 34%) and consumption volatility, so revenue per customer could be lumpy; management’s strong guidance and cash position support durability, but higher infrastructure CapEx and component costs are near‑term risks.
Date | Average Enterprise Customer Spend |
|---|---|
Dec 31, 2023 | $880.00K |
Sep 30, 2023 | $858.00K |
Jun 30, 2023 | $818.00K |
Mar 31, 2023 | $795.00K |
Dec 31, 2022 | $782.00K |
Sep 30, 2022 | $759.00K |
Jun 30, 2022 | $730.00K |
Mar 31, 2022 | $722.00K |