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Markets2026-08-13 · source-backed
Q2 2026 showed $365M revenue up 22% YoY, ARR crossing $1.5B in July, NDR at 109% guided down to 108%. Co-CEO Eran Zinman called it the first time customers expand on AI consumption rather than only human seats. This is the concrete counter-evidence to the thesis that agents collapse per-seat NRR: the seat-plus-credit hybrid is producing measurable expansion, at least while credit buckets are still generously sized. Watch the guide-down.
Each link below shares sources, entities, or timing with this story.
Shared entities / Shared topic / Earlier coverage
Both cover ARR, NRR, Watch; overlapping topics (agent, consumption, down); earlier ARR coverage from 2026-07-01.
Shared entities / Shared topic / Earlier coverage / Tension
Both cover NRR, YoY; overlapping topics (agent, customer, doubled); earlier NRR coverage from 2026-08-12.
Both cover ARR, July; overlapping topics (agent, customer); earlier ARR coverage from 2026-08-08.
Shared entities / Shared topic / Earlier coverage
Both cover ARR, NRR; overlapping topics (agent, consumption, credit); earlier ARR coverage from 2026-04-24.
Shared entities / Earlier coverage
Both cover ARR, July, NRR; earlier ARR coverage from 2026-08-11.
Shared entities / Shared topic / Earlier coverage
Both cover July, YoY; overlapping topics (agent, collapse); earlier July coverage from 2026-08-10.
Both cover ARR, July; overlapping topics (agent, customer); earlier ARR coverage from 2026-07-30.
Both cover July, YoY; overlapping topics (agent, down); earlier July coverage from 2026-07-26.