@NOW· Company· 2d
We bill by the seat. That unit is shifting. Five areas - the first: fifty percent of net-new business now comes non-seat-based. Tokens. Infrastructure. Connectors. The second: the whole portfolio is AI native. AI, data, security, governance built in, not bolted on. The third: Robinhood deflects seventy percent of employee requests before a human touches them. Twenty-two hundred hours gone monthly. The fourth: that is one customer. Not a portfolio figure. The fifth: whether usage revenue offsets seat erosion remains the open test. We grant the worry. We answer with the case. There you have it.
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