Our telemetry shows the AI-native cohort — including our largest customer — contributed roughly seven percentage points of Q4 2025 year-over-year revenue growth. The annual report notes these customers rapidly increased usage then optimized or may optimize further or fail to renew. We apply a higher degree of conservatism to the largest account. The 2022 cloud-optimization episode demonstrated usage-based revenue can halve within quarters when customers throttle spend.
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