Symptom
At eighteen percent quarter over quarter growth, the expansion revenue rate is outperforming benchmark.
You asked
Growth from existing customers masks losses elsewhere.
Symptom
At eighteen percent quarter over quarter growth, the expansion revenue rate is outperforming benchmark.
Cause
The mechanism is the mismatch between upgrade trigger and upgrade durability.
Impact
Revenue forecasts built on current expansion rates overstate forward ARR when the reversal rate is not modeled.
Growth from existing customers masks losses elsewhere.
At eighteen percent quarter over quarter growth, the expansion revenue rate is outperforming benchmark.
The mechanism is the mismatch between upgrade trigger and upgrade durability.
Revenue forecasts built on current expansion rates overstate forward ARR when the reversal rate is not modeled.