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Enterprise ARR
Measures the annual recurring revenue from enterprise clients, highlighting the company's success in securing and retaining large-scale customers.Enterprise ARR has shifted from rapid scale to a more mature, mid‑single‑digit growth profile: a clear late‑2024 plateau gave way to modest reacceleration through 2025. Management’s AI and new‑product momentum is visibly improving ARR quality—higher ARPU and >100% net retention for AI customers—supporting margin expansion and stronger free cash flow, yet enterprise pricing pressure (COVID lapping) and a near‑term convertible refinancing keep headline growth constrained. For investors, the key is improving ARR quality and cash conversion rather than fast top‑line growth, underpinning buybacks, a new dividend and margin targets.
Date | Enterprise ARR |
|---|---|
Dec 31, 2025 | $1.12B |
Sep 30, 2025 | $1.11B |
Jun 30, 2025 | $1.10B |
Mar 31, 2025 | $1.08B |
Dec 31, 2024 | $1.07B |
Sep 30, 2024 | $1.07B |
Jun 30, 2024 | $1.05B |
Mar 31, 2024 | $1.02B |
Dec 31, 2023 | $1.00B |
Sep 30, 2023 | $966.00M |