Stripe's Non-Payments Software Suite Is Now a ~$1B Run-Rate Business — 15% of Revenue and Growing via the Metronome Acquisition

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Buried in the same disclosure: Stripe's Revenue suite — Billing, Invoicing, Tax, plus the acquired Metronome usage-metering product — is at roughly $1B annual run rate, about 15% of total revenue. That reframes Stripe as a SaaS vendor competing with Chargebee, Recurly, Avalara and Orb, not just a payments processor, and Metronome specifically positions it to bill the usage-based and per-outcome AI pricing models the rest of the industry is converging on. For builders, the takeaway is that the company that owns your payment rail is now selling the metering layer above it.