Anthropic's S‑1 reveals 900% net revenue retention, $16.3B half‑year revenue and a cross‑product ecosystem aimed at locking in enterprise AI spend.
SAP reports $7.5B cloud revenue in Q3, up 26% YoY, with AI fueling growth across its owned Cloud ERP Suite and partner extensions.
Marvel, Microsoft and HubSpot announce major changes to their subscription models, prompting questions about retention and revenue stability.
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