Highly recommend this transcript of a conversation with the CFO of AYX.
*Focus on Global 2000
*They have about 700 of the global 2000 right now
*A meaningful % have come on in the last 12 months
*See a net expansion rate in the global 2000 cohort typically 10% better than average, that kicks in 4-6 quarters
after initial purchase.
*Revenue is the best measure of growth, not billings.
Great stuff in this interview.
Jim (long AYX)