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Customers
Counts active paying customers and tracks net additions, giving a direct read on market traction and addressable growth. Consistent customer growth signals adoption and market share gains, while slowing additions or shrinking average revenue per customer can warn of competition or market saturation.Customer count has risen in modest, stepwise annual jumps with long intra‑year plateaus, signalling slower net‑new logo acquisition but very high retention. The earnings call clarifies why revenue is outpacing logo growth: expansion within the base — accelerating large deals, more customers >$5M/>$20M and rapid AI monetization — is driving ARPU uplift. Key watch items: sustainability of large‑deal momentum and the Q2 on‑prem pull‑forward that partially boosted results.
Date | Customers |
|---|---|
Jun 30, 2026 | 8.80K |
Mar 31, 2026 | 8.80K |
Dec 31, 2025 | 8.80K |
Sep 30, 2025 | 8.40K |
Jun 30, 2025 | 8.40K |
Mar 31, 2025 | 8.40K |
Dec 31, 2024 | 8.40K |
Sep 30, 2024 | 8.10K |
Jun 30, 2024 | 8.10K |
Mar 31, 2024 | 8.10K |