AI Demand And Partner EcosystemAnalyst emphasizes growing AI spending and an expanding partner ecosystem, including CDW collaborations, as drivers that can increase platform demand and raise sales productivity.
Billings MomentumAnalyst highlights management's plan to return billings to a multi-year high, citing an improving pipeline and quarter-to-quarter acceleration that could support a valuation re-rating.
Consumption Pricing AdoptionAnalyst points to the shift to consumption-based pricing, now covering the majority of recurring revenue, as a lever to improve retention, drive customer expansion and increase viral user adoption.