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Customer Count
Indicates the total number of customers, reflecting the company's market reach and potential for revenue growth.The decline in customer count since late 2023 appears deliberate: management is pruning the long tail and prioritizing larger government and Satellite Services contracts while shifting small users to self‑serve. That explains falling user numbers even as ACV, RPO/backlog and net‑dollar retention strengthened. The strategic tradeoff boosts revenue visibility and unit economics but increases timing and concentration risk—monitor backlog conversion and retention/expansion metrics closely, since delayed large deals will make quarter-to-quarter results lumpy despite stronger overall demand.
Date | Total Customers |
|---|---|
Dec 31, 2025 | 897.00 |
Sep 30, 2025 | 910.00 |
Jun 30, 2025 | 908.00 |
Mar 31, 2025 | 919.00 |
Dec 31, 2024 | 976.00 |
Sep 30, 2024 | 1.01K |
Jun 30, 2024 | 1.01K |
Mar 31, 2024 | 1.03K |
Dec 31, 2023 | 1.02K |
Sep 30, 2023 | 976.00 |