invest1 distinct publisher
Box's billings ran eight points ahead of revenue. The AI bill was 20 basis points.
A 17 percent billings quarter against 9 percent revenue is the live public test of AI repackaging on seat pricing. The margin cost was about $640,000; the retention ceiling looks like 106 percent.
Publishers:saastr.com
Reality
- Evidence62
- Adoption64
- Hype gap+12
- Incentives55